We are live on ! Find out more
LIT icon

Global X Lithium & Battery Tech ETF

127 hedge funds and large institutions have $143M invested in Global X Lithium & Battery Tech ETF in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more call options, than puts

Call options by funds: $11.6M | Put options by funds: $2.47M

160% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 15

67% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 21

60% more capital invested

Capital invested by funds: $89.4M → $143M (+$53.9M)

23% more funds holding

Funds holding: 103127 (+24)

3.02% more ownership

Funds ownership: 15.76%18.78% (+3%)

Holders
127
Holders Change
+24
Holders Change %
+23.3%
% of All Funds
2.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
39
Increased
35
Reduced
21
Closed
15
Calls
$11.6M
Puts
$2.47M
Net Calls
+$9.18M
Net Calls Change
+$5.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$873K -$20.3K -539 -2%
SB
27
Simmons Bank
Arkansas
$829K -$55.2K -1,466 -7%
MWM
28
Merriman Wealth Management
Washington
$801K +$752K +20,000 New
BNP Paribas Financial Markets
29
BNP Paribas Financial Markets
France
$725K +$529K +14,070 +350%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$525K +$11.2K +298 +2%
MML Investors Services
31
MML Investors Services
Massachusetts
$503K +$83.9K +2,231 +22%
Jane Street
32
Jane Street
New York
$469K +$440K +11,700 New
SG
33
StoneX Group
New York
$434K +$188 +5 +0%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$381K
HIS
35
Harvest Investment Services
Illinois
$378K +$941 +25 +0.3%
APA
36
American Portfolios Advisors
New York
$365K +$147K +3,897 +75%
HighTower Advisors
37
HighTower Advisors
Illinois
$332K +$50.6K +1,346 +19%
CG
38
Cutler Group
California
$328K -$28.6K -760 -8%
SC
39
Scotia Capital
Ontario, Canada
$323K +$51.8K +1,376 +21%
JMPWA
40
JP Morgan Private Wealth Advisors
California
$323K +$303K +8,055 New
BCM
41
BlueCrest Capital Management
Jersey
$317K +$298K +7,911 New
NFG
42
Next Financial Group
Texas
$308K +$290K +7,699 New
ED
43
Exane Derivatives
France
$307K -$40.4K -1,075 -12%
AFM
44
Andesa Financial Management
Pennsylvania
$303K +$284K +7,560 New
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$302K -$2.3M -61,120 -89%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$300K
Stifel Financial
47
Stifel Financial
Missouri
$294K -$154K -4,085 -36%
Creative Planning
48
Creative Planning
Kansas
$286K +$268K +7,135 New
IFG
49
Independent Financial Group
California
$268K +$3.61K +96 +1%
ECA
50
Elevated Capital Advisors
Utah
$264K +$201K +5,354 New

LIT Hedge Fund Activity: Q3 2020 in Review

127 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q3 2020, worth a combined $143M — up 60% from $89.4M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new LIT positions and 15 closed out — a net gain of 24 holders — while 35 added to existing stakes and 21 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $7.43M. The largest seller was MD Financial Management, cutting an estimated $2.45M.

  • 127 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q3 2020, up from 103 in Q2 2020.
  • Funds reported $143M of Global X Lithium & Battery Tech ETF stock for Q3 2020, up 60% quarter-over-quarter.
  • 39 funds opened new Global X Lithium & Battery Tech ETF positions in Q3 2020 and 15 closed out, a net change of +24 holders.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q3 2020 was Susquehanna International Group, an estimated $7.43M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q3 2020 was MD Financial Management, an estimated $2.45M sold.

Based on aggregated 13F filings for Q3 2020.