Global X Lithium & Battery Tech ETF
37 hedge funds and large institutions have $13.7M invested in Global X Lithium & Battery Tech ETF in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 3 closing their positions.
854% more call options, than puts
Call options by funds: $267K | Put options by funds: $28K
333% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 3
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
160% more capital invested
Capital invested by funds: $5.25M → $13.7M (+$8.42M)
28% more funds holding
Funds holding: 29 → 37 (+8)
3.82% more ownership
Funds ownership: 4.6% → 8.41% (+3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
+$3.39M |
| 2 |
EDRH
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
+$723K |
| 3 |
Jane Street
New York
|
+$482K |
| 4 |
LPL Financial
San Diego,
California
|
+$438K |
| 5 |
JWS
Juncture Wealth Strategies
Scottsdale,
Arizona
|
+$436K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$611K |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$208K |
| 3 |
KCM
Karp Capital Management
Sausalito,
California
|
-$31.4K |
| 4 |
KLI
Kelman-Lazarov Inc
Memphis,
Tennessee
|
-$12.2K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.97K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citigroup
New York
| $15K | +$7.29K | +275 | +110% |
|
27
Creative Planning
Overland Park,
Kansas
| $11K | – | – | – |
|
|
GWM
28
Geneos Wealth Management
Englewood,
Colorado
| $8K | – | – | – |
|
|
ST
29
Smithfield Trust
Pittsburgh,
Pennsylvania
| $7K | – | – | – |
|
30
Fifth Third Bancorp
Cincinnati,
Ohio
| $6K | – | – | – |
|
|
TCM
31
Tradewinds Capital Management
Bellingham,
Washington
| $6K | +$5.83K | +220 | New |
|
|
CP
32
Corbenic Partners
Bethlehem,
Pennsylvania
| $5K | – | – | – |
|
|
NFG
33
Next Financial Group
Houston,
Texas
| $4K | – | – | – |
|
|
APSP
34
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| $4K | +$106 | +4 | +3% |
|
|
CTC
35
Central Trust Company
Jefferson City,
Missouri
| $3K | – | – | – |
|
36
Bank of Montreal
Toronto,
Ontario, Canada
| $2K | – | – | – |
|
|
VKH
37
Virtu KCG Holdings
New York
| – | -$208K | -8,543 | Closed |
|
|
KLI
38
Kelman-Lazarov Inc
Memphis,
Tennessee
| – | -$12.2K | -500 | Closed |
|
|
WA
39
WFG Advisors
Dallas,
Texas
| – | -$2K | -100 | Closed |
|
LIT Hedge Fund Activity: Q1 2017 in Review
37 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q1 2017, worth a combined $13.7M — up 160% from $5.25M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new LIT positions and 3 closed out — a net gain of 8 holders — while 13 added to existing stakes and 3 trimmed.
The largest buyer was Barometer Capital Management, opening a new position worth an estimated $3.39M. The largest seller was UBS Group, cutting an estimated $611K.
- 37 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q1 2017, up from 29 in Q4 2016.
- Funds reported $13.7M of Global X Lithium & Battery Tech ETF stock for Q1 2017, up 160% quarter-over-quarter.
- 11 funds opened new Global X Lithium & Battery Tech ETF positions in Q1 2017 and 3 closed out, a net change of +8 holders.
- The largest Global X Lithium & Battery Tech ETF buyer in Q1 2017 was Barometer Capital Management, an estimated $3.39M added.
- The largest Global X Lithium & Battery Tech ETF seller in Q1 2017 was UBS Group, an estimated $611K sold.
Based on aggregated 13F filings for Q1 2017.