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Global X Lithium & Battery Tech ETF

75 hedge funds and large institutions have $80.8M invested in Global X Lithium & Battery Tech ETF in 2017 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 24 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

725% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 4

500% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 4

213% more capital invested

Capital invested by funds: $25.8M → $80.8M (+$55M)

63% more funds holding

Funds holding: 4675 (+29)

0.32% less ownership

Funds ownership: 11.9%11.58% (-0.32%)

29% less call options, than puts

Call options by funds: $827K | Put options by funds: $1.17M

Holders
75
Holders Change
+29
Holders Change %
+63.04%
% of All Funds
1.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
24
Reduced
4
Closed
4
Calls
$827K
Puts
$1.17M
Net Calls
-$340K
Net Calls Change
-$749K
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
51
Wealthspire Advisors (Maryland)
Maryland
$31K +$27K +817 New
FPS
52
Fieldpoint Private Securities
Connecticut
$22K +$19.8K +600 New
GWA
53
Guidant Wealth Advisors
Illinois
$21K +$17.9K +543 New
BBPWM
54
Blue Bell Private Wealth Management
Pennsylvania
$19K +$16.5K +500 New
US Bancorp
55
US Bancorp
Minnesota
$16K +$14K +425 New
WIM
56
Westside Investment Management
California
$15.6K +$13.2K +400 New
HNB
57
Huntington National Bank
Ohio
$12K +$10.4K +316 New
AIM
58
Advantage Investment Management
Iowa
$10K +$8.58K +260 New
ST
59
Smithfield Trust
Pennsylvania
$9K
CCS
60
Crosspoint Capital Strategies
California
$9K +$4.95K +150 +149%
TCM
61
Tradewinds Capital Management
Washington
$8K
PMFA
62
Plante Moran Financial Advisors
Michigan
$8K +$6.8K +206 New
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$7K
CP
64
Corbenic Partners
Pennsylvania
$7K
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$7K
ASN
66
Advisory Services Network
Georgia
$6K
APSP
67
Asset Planning Services (Pennsylvania)
Pennsylvania
$6K
NFG
68
Next Financial Group
Texas
$6K
BF
69
BOK Financial
Oklahoma
$6K +$4.95K +150 New
CTC
70
Central Trust Company
Missouri
$4K
BWP
71
Baldwin Wealth Partners
Massachusetts
$3K +$3.04K +92 New
HI
72
Hudock Inc
Pennsylvania
$3K +$3.3K +100 New
BFEC
73
Benjamin F. Edwards & Company
Missouri
$2K +$1.65K +50 New
SQA
74
Simon Quick Advisors
New Jersey
$1K +$825 +25 New
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
-$1.42M -48,764 Closed

LIT Hedge Fund Activity: Q3 2017 in Review

75 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q3 2017, worth a combined $80.8M — up 213% from $25.8M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new LIT positions and 4 closed out — a net gain of 29 holders — while 24 added to existing stakes and 4 trimmed.

The largest buyer was Cornerstone Capital Management Holdings, opening a new position worth an estimated $10.5M. The largest seller was Jane Street, cutting an estimated $2.6M.

  • 75 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q3 2017, up from 46 in Q2 2017.
  • Funds reported $80.8M of Global X Lithium & Battery Tech ETF stock for Q3 2017, up 213% quarter-over-quarter.
  • 33 funds opened new Global X Lithium & Battery Tech ETF positions in Q3 2017 and 4 closed out, a net change of +29 holders.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q3 2017 was Cornerstone Capital Management Holdings, an estimated $10.5M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q3 2017 was Jane Street, an estimated $2.6M sold.

Based on aggregated 13F filings for Q3 2017.