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Global X Lithium & Battery Tech ETF

110 hedge funds and large institutions have $95.2M invested in Global X Lithium & Battery Tech ETF in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 39 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.34% less ownership

Funds ownership: 11.61%10.27% (-1.3%)

4% less funds holding

Funds holding: 115110 (-5)

16% less capital invested

Capital invested by funds: $113M → $95.2M (-$18.2M)

21% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 19

41% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 39

77% less call options, than puts

Call options by funds: $2.19M | Put options by funds: $9.45M

Holders
110
Holders Change
-5
Holders Change %
-4.35%
% of All Funds
2.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
23
Reduced
39
Closed
19
Calls
$2.19M
Puts
$9.45M
Net Calls
-$7.26M
Net Calls Change
+$205K
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
26
BNP Paribas Financial Markets
France
$748K -$42.6K -1,275 -5%
ATFA
27
All Terrain Financial Advisors
Minnesota
$736K -$12.5K -375 -2%
SRC
28
Shufro Rose & Co
New York
$728K -$33 -1 -0%
CWM
29
Cornerstone Wealth Management
Missouri
$718K +$777K +23,234 New
CIBC World Market
30
CIBC World Market
Ontario, Canada
$699K +$5.85K +175 +0.8%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$679K -$42.1K -1,259 -6%
HighTower Advisors
32
HighTower Advisors
Illinois
$634K +$13.5K +404 +2%
JP Morgan Chase
33
JP Morgan Chase
New York
$633K +$651K +19,459 New
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$617K +$432K +12,916 +214%
Citadel Advisors
35
Citadel Advisors
Florida
$584K -$219K -6,535 -27%
SG
36
StoneX Group
New York
$536K +$26.4K +788 +5%
Creative Planning
37
Creative Planning
Kansas
$475K -$34.1K -1,018 -7%
OC
38
Oppenheimer & Co
New York
$452K +$82K +2,450 +21%
SWM
39
SeaCrest Wealth Management
New York
$429K -$12.2K -365 -3%
BTS
40
BB&T Securities
Virginia
$405K -$72.6K -2,170 -15%
BDS
41
Banco de Sabadell
Florida
$350K
SC
42
Scotia Capital
Ontario, Canada
$349K +$2.01K +60 +0.6%
BAM
43
Belpointe Asset Management
Nevada
$337K -$46.1K -1,379 -12%
Citigroup
44
Citigroup
New York
$334K +$1.27K +38 +0.4%
FDCDDQ
45
Federation des caisses Desjardins du Quebec
Quebec, Canada
$311K -$2.88K -86 -0.9%
IA
46
IFP Advisors
Florida
$309K -$24.7K -738 -7%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$284K -$62.3K -1,863 -18%
CLOS
48
Compagnie Lombard Odier SCmA
Switzerland
$284K
FAAS
49
First Allied Advisory Services
California
$270K +$12.3K +367 +5%
Stifel Financial
50
Stifel Financial
Missouri
$247K -$403K -12,051 -61%

LIT Hedge Fund Activity: Q2 2018 in Review

110 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q2 2018, worth a combined $95.2M — down 16% from $113M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of LIT and 15 opened new positions — a net loss of 4 holders — while 39 trimmed existing stakes and 23 added.

The largest buyer was Psagot Value Holdings, adding an estimated $6.9M. The largest seller was Mirae Asset Global Investments, cutting an estimated $14.3M.

  • 110 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q2 2018, down from 115 in Q1 2018.
  • Funds reported $95.2M of Global X Lithium & Battery Tech ETF stock for Q2 2018, down 16% quarter-over-quarter.
  • 15 funds opened new Global X Lithium & Battery Tech ETF positions in Q2 2018 and 19 closed out, a net change of -4 holders.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q2 2018 was Psagot Value Holdings, an estimated $6.9M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q2 2018 was Mirae Asset Global Investments, an estimated $14.3M sold.

Based on aggregated 13F filings for Q2 2018.