Global X Lithium & Battery Tech ETF
29 hedge funds and large institutions have $5.25M invested in Global X Lithium & Battery Tech ETF in 2016 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 4 closing their positions.
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
1.52% less ownership
Funds ownership: 6.12% → 4.6% (-1.5%)
3% less funds holding
Funds holding: 30 → 29 (-1)
20% less capital invested
Capital invested by funds: $6.6M → $5.25M (-$1.35M)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PVH
Psagot Value Holdings
Tel Aviv,
Israel
|
+$584K |
| 2 |
LPL Financial
San Diego,
California
|
+$344K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$297K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$208K |
| 5 |
EDRH
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
+$52.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.29M |
| 2 |
SG Americas Securities
New York
|
-$508K |
| 3 |
Morgan Stanley
New York
|
-$480K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$274K |
| 5 |
CLOS
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
-$57K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CTC
26
Central Trust Company
Jefferson City,
Missouri
| $2K | – | – | – |
|
|
LTFS
27
Ladenburg Thalmann Financial Services
Miami,
Florida
| $2K | – | – | – |
|
|
WA
28
WFG Advisors
Dallas,
Texas
| $2K | – | – | – |
|
|
29
Jane Street
New York
| – | -$1.29M | -52,114 | Closed |
|
|
30
SG Americas Securities
New York
| – | -$508K | -20,590 | Closed |
|
|
CLOS
31
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| – | -$57K | -2,300 | Closed |
|
|
CCS
32
Crosspoint Capital Strategies
Orinda,
California
| – | -$2K | -97 | Closed |
|
LIT Hedge Fund Activity: Q4 2016 in Review
29 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q4 2016, worth a combined $5.25M — down 20% from $6.6M a quarter earlier.
Fund positioning in LIT was balanced in Q4 2016: 4 funds opened new positions, 4 closed out, 5 added to existing stakes and 8 trimmed.
The largest buyer was Psagot Value Holdings, opening a new position worth an estimated $584K. The largest seller was Jane Street, exiting entirely with an estimated $1.29M sold.
- 29 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q4 2016, down from 30 in Q3 2016.
- Funds reported $5.25M of Global X Lithium & Battery Tech ETF stock for Q4 2016, down 20% quarter-over-quarter.
- 4 funds opened new Global X Lithium & Battery Tech ETF positions in Q4 2016 and 4 closed out, a net change of 0 holders.
- The largest Global X Lithium & Battery Tech ETF buyer in Q4 2016 was Psagot Value Holdings, an estimated $584K added.
- The largest Global X Lithium & Battery Tech ETF seller in Q4 2016 was Jane Street, an estimated $1.29M sold.
Based on aggregated 13F filings for Q4 2016.