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Global X Lithium & Battery Tech ETF

103 hedge funds and large institutions have $70.3M invested in Global X Lithium & Battery Tech ETF in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 39 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $4.68M | Put options by funds: $1.83M

2.57% more ownership

Funds ownership: 9.16%11.73% (+2.6%)

8% less funds holding

Funds holding: 112103 (-9)

10% less capital invested

Capital invested by funds: $78M → $70.3M (-$7.69M)

41% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 22

64% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 39

Holders
103
Holders Change
-9
Holders Change %
-8.04%
% of All Funds
2.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
14
Reduced
39
Closed
22
Calls
$4.68M
Puts
$1.83M
Net Calls
+$2.85M
Net Calls Change
+$3.82M
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
26
Simplex Trading
Illinois
$404K +$344K +11,322 +308%
ATFA
27
All Terrain Financial Advisors
Minnesota
$391K -$121K -3,985 -22%
RJA
28
Raymond James & Associates
Florida
$383K -$363K -11,930 -46%
HighTower Advisors
29
HighTower Advisors
Illinois
$365K -$163K -5,371 -28%
SG
30
StoneX Group
New York
$334K -$54.4K -1,788 -13%
BTS
31
BB&T Securities
Virginia
$300K -$33.8K -1,110 -9%
BDS
32
Banco de Sabadell
Florida
$290K
PFS
33
Prospera Financial Services
Texas
$232K +$261K +8,593 New
CIBC World Market
34
CIBC World Market
Ontario, Canada
$227K -$406K -13,350 -61%
FDCDDQ
35
Federation des caisses Desjardins du Quebec
Quebec, Canada
$227K -$21.3K -700 -8%
MML Investors Services
36
MML Investors Services
Massachusetts
$218K -$23.1K -760 -9%
SB
37
Simmons Bank
Arkansas
$216K -$130K -4,263 -35%
CLOS
38
Compagnie Lombard Odier SCmA
Switzerland
$212K -$9.13K -300 -4%
HSBC Holdings
39
HSBC Holdings
United Kingdom
$202K
OC
40
Oppenheimer & Co
New York
$200K -$320K -10,518 -59%
Citigroup
41
Citigroup
New York
$157K -$118K -3,870 -40%
BAM
42
Belpointe Asset Management
Nevada
$143K -$52.4K -1,722 -25%
APA
43
American Portfolios Advisors
New York
$122K
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$110K -$58.8K -1,934 -32%
RCAG
45
Rehmann Capital Advisory Group
Michigan
$87.7K +$126K +4,153 +1,494%
FHA
46
Flagship Harbor Advisors
Massachusetts
$85K -$7.76K -255 -7%
AIC
47
Ameritas Investment Company
Nebraska
$69K +$77.4K +2,544 New
IA
48
IFP Advisors
Florida
$68K -$31.2K -1,025 -29%
Barclays
49
Barclays
United Kingdom
$64K +$68.3K +2,245 +2,245%
WAM
50
Wealthspire Advisors (Maryland)
Maryland
$59K +$29.6K +974 +80%

LIT Hedge Fund Activity: Q4 2018 in Review

103 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q4 2018, worth a combined $70.3M — down 9.9% from $78M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of LIT and 13 opened new positions — a net loss of 9 holders — while 39 trimmed existing stakes and 14 added.

The largest buyer was Jane Street, opening a new position worth an estimated $15.7M. The largest seller was Bank of America, cutting an estimated $3.36M.

  • 103 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q4 2018, down from 112 in Q3 2018.
  • Funds reported $70.3M of Global X Lithium & Battery Tech ETF stock for Q4 2018, down 9.9% quarter-over-quarter.
  • 13 funds opened new Global X Lithium & Battery Tech ETF positions in Q4 2018 and 22 closed out, a net change of -9 holders.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q4 2018 was Jane Street, an estimated $15.7M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q4 2018 was Bank of America, an estimated $3.36M sold.

Based on aggregated 13F filings for Q4 2018.