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Global X Lithium & Battery Tech ETF
LIT

99 hedge funds and large institutions have $73M invested in Global X Lithium & Battery Tech ETF in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

362% more call options, than puts

Call options by funds: $1.38M | Put options by funds: $298K

18% more capital invested

Capital invested by funds: $61.7M → $73M (+$11.3M)

3.65% more ownership

Funds ownership: 10.38% → 14.03% (+3.6%)

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

9% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 22

2% less funds holding

Funds holding: 101 → 99 (-2)

Holders
99
Holders Change
-2
Holders Change %
-1.98%
% of All Funds
2.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
20
Reduced
22
Closed
17
Calls
$1.38M
Puts
$298K
Net Calls
+$1.08M
Net Calls Change
+$139K

Top Buyers

Rank Fund Capital Flow
1
MFM
MD Financial Management
Ontario, Canada
+$15M
2
PP
Prudential plc
United Kingdom
+$4.04M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$2.18M
4
Barclays
Barclays
United Kingdom
+$1.49M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.34M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.97M
2
Jane Street
Jane Street
New York
-$2.92M
3
Morgan Stanley
Morgan Stanley
New York
-$1.72M
4
ACP
Ashfield Capital Partners
California
-$903K
5
EDRH
Edmond de Rothschild Holding
Switzerland
-$479K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
51
Arax Advisory Partners
Colorado
$36K +$37.1K +1,376 New
QFA
52
Quattro Financial Advisors
Texas
$29.4K +$30.3K +1,124 New
US Bancorp
53
US Bancorp
Minnesota
$26K +$10.8K +400 +66%
William Blair & Company
54
William Blair & Company
Illinois
$21K – – –
Deutsche Bank
55
Deutsche Bank
Germany
$21K +$22.4K +833 New
AF
56
Advisornet Financial
Minnesota
$18K -$1.35K -50 -7%
IF
57
Ironwood Financial
Arizona
$17K – – –
EIP
58
Ellis Investment Partners
Pennsylvania
$17K +$17.5K +650 New
DAM
59
Delta Asset Management
Tennessee
$16K – – –
FPS
60
Fieldpoint Private Securities
Connecticut
$16K – – –
LFASL
61
Lugano Financial Advisors SA (LFA)
Switzerland
$16K – – –
AIM
62
Advantage Investment Management
Iowa
$13K – – –
BBPWM
63
Blue Bell Private Wealth Management
Pennsylvania
$13K – – –
GSWM
64
Golden State Wealth Management
California
$13K +$916 +34 +7%
CFGS
65
Concourse Financial Group Securities
Alabama
$10K +$4.96K +184 +88%
KCPG
66
Kavar Capital Partners Group
Kansas
$10K +$10.8K +400 New
TA
67
TCG Advisors
Texas
$9K – – –
ST
68
Smithfield Trust
Pennsylvania
$7K – – –
BFEC
69
Benjamin F. Edwards & Company
Missouri
$6K – – –
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$6K – – –
W
71
WealthStone
Ohio
$5.22K +$5.39K +200 New
BWP
72
Baldwin Wealth Partners
Massachusetts
$5K – – –
CTC
73
Central Trust Company
Missouri
$5K – – –
PMFA
74
Plante Moran Financial Advisors
Michigan
$5K – – –
Simplex Trading
75
Simplex Trading
Illinois
$5K +$1.48K +55 +39%
1 2
3
4 5

LIT Hedge Fund Activity: Q2 2019 in Review

99 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q2 2019, worth a combined $73M — up 18% from $61.7M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new LIT positions and 17 closed out — a net gain of 1 holder — while 20 added to existing stakes and 22 trimmed.

The largest buyer was MD Financial Management, opening a new position worth an estimated $15M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.97M sold.

  • 99 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q2 2019, down from 101 in Q1 2019.
  • Funds reported $73M of Global X Lithium & Battery Tech ETF stock for Q2 2019, up 18% quarter-over-quarter.
  • 18 funds opened new Global X Lithium & Battery Tech ETF positions in Q2 2019 and 17 closed out, a net change of +1 holder.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q2 2019 was MD Financial Management, an estimated $15M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q2 2019 was Susquehanna International Group, an estimated $2.97M sold.

Based on aggregated 13F filings for Q2 2019.