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Global X Lithium & Battery Tech ETF
LIT

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: 115 → 110 (-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

Top Buyers

Rank Fund Capital Flow
1
PVH
Psagot Value Holdings
Israel
+$6.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$865K
3
CWM
Cornerstone Wealth Management
Missouri
+$777K
4
JP Morgan Chase
JP Morgan Chase
New York
+$651K
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$432K

Top Sellers

Rank Fund Capital Flow
1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$14.3M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.07M
3
UBS Group
UBS Group
Switzerland
-$2.6M
4
Wells Fargo
Wells Fargo
California
-$2.24M
5
KCM
Karp Capital Management
California
-$1.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
HSBC Holdings
51
HSBC Holdings
United Kingdom
$244K -$127K -3,800 -34%
N
52
Natixis
France
$212K – – –
APA
53
American Portfolios Advisors
New York
$183K +$178K +5,335 +1,872%
SIAP
54
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$128K -$13.4K -400 -9%
FHA
55
Flagship Harbor Advisors
Massachusetts
$122K +$126K +3,760 New
Simplex Trading
56
Simplex Trading
Illinois
$105K +$109K +3,247 New
GWM
57
Geneos Wealth Management
Colorado
$91K +$1.64K +49 +2%
RE
58
RBC Europe
United Kingdom
$64.6K – – –
OIA
59
OneDigital Investment Advisors
Kansas
$64K – – –
CIBC Private Wealth Group
60
CIBC Private Wealth Group
Georgia
$52K +$43.5K +1,300 +455%
CF
61
Centaurus Financial
California
$50K +$51.4K +1,538 New
AF
62
Advisornet Financial
Minnesota
$44K +$669 +20 +2%
RCAG
63
Rehmann Capital Advisory Group
Michigan
$42.3K +$34.2K +1,022 +368%
TCOV
64
Trust Company of Vermont
Vermont
$37K – – –
SEI Investments
65
SEI Investments
Pennsylvania
$36K +$19.8K +593 +114%
KJWM
66
Kiley Juergens Wealth Management
Washington
$31K +$31.9K +955 New
GWA
67
Guidant Wealth Advisors
Illinois
$30K +$5.85K +175 +22%
RFC
68
Regions Financial Corp
Alabama
$29K – – –
WAM
69
Wealthspire Advisors (Maryland)
Maryland
$27K -$8.56K -256 -24%
TRCT
70
Tower Research Capital (TRC)
New York
$27K +$28K +836 New
IF
71
Ironwood Financial
Arizona
$22K – – –
CAGAS
72
Capital Advisory Group Advisory Services
Minnesota
$20K – – –
FPS
73
Fieldpoint Private Securities
Connecticut
$20K – – –
WT
74
Washington Trust
Rhode Island
$20K +$20.1K +600 New
AIM
75
Advantage Investment Management
Iowa
$16K – – –
1 2
3
4 5

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.