Global X Lithium & Battery Tech ETF
32 hedge funds and large institutions have $45.7M invested in Global X Lithium & Battery Tech ETF in 2016 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 3 closing their positions.
973% more capital invested
Capital invested by funds: $4.26M → $45.7M (+$41.4M)
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
39% more funds holding
Funds holding: 23 → 32 (+9)
32.59% more ownership
Funds ownership: 9.73% → 42.32% (+33%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$17.8M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$17.7M |
| 3 |
USGIU
U.S. Global Investors (USGI)
San Antonio,
Texas
|
+$1.41M |
| 4 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
+$1.14M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$824K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$2.21M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$213K |
| 3 |
AIG
American International Group
New York
|
-$54K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$54K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$11.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
APSP
26
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| $4K | – | – | – |
|
|
CP
27
Corbenic Partners
Bethlehem,
Pennsylvania
| $4K | – | – | – |
|
|
NFG
28
Next Financial Group
Houston,
Texas
| $3K | – | – | – |
|
29
Bank of Montreal
Toronto,
Ontario, Canada
| $2K | – | – | – |
|
|
WA
30
WFG Advisors
Dallas,
Texas
| $2K | – | – | – |
|
|
CCS
31
Crosspoint Capital Strategies
Orinda,
California
| $2K | +$2.28K | +97 | New |
|
|
32
HighTower Advisors
Chicago,
Illinois
| – | -$213K | -9,977 | Closed |
|
|
AIG
33
American International Group
New York
| – | -$54K | -2,509 | Closed |
|
|
IA
34
IFP Advisors
Tampa,
Florida
| – | -$54K | -1,786 | Closed |
|
LIT Hedge Fund Activity: Q2 2016 in Review
32 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q2 2016, worth a combined $45.7M — up 973% from $4.26M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new LIT positions and 3 closed out — a net gain of 9 holders — while 6 added to existing stakes and 3 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $17.8M. The largest seller was LPL Financial, cutting an estimated $2.21M.
- 32 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q2 2016, up from 23 in Q1 2016.
- Funds reported $45.7M of Global X Lithium & Battery Tech ETF stock for Q2 2016, up 973% quarter-over-quarter.
- 12 funds opened new Global X Lithium & Battery Tech ETF positions in Q2 2016 and 3 closed out, a net change of +9 holders.
- The largest Global X Lithium & Battery Tech ETF buyer in Q2 2016 was Envestnet Asset Management, an estimated $17.8M added.
- The largest Global X Lithium & Battery Tech ETF seller in Q2 2016 was LPL Financial, an estimated $2.21M sold.
Based on aggregated 13F filings for Q2 2016.