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Global X Lithium & Battery Tech ETF

91 hedge funds and large institutions have $61.6M invested in Global X Lithium & Battery Tech ETF in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more call options, than puts

Call options by funds: $902K | Put options by funds: $888K

0.56% less ownership

Funds ownership: 14.03%13.47% (-0.56%)

8% less funds holding

Funds holding: 9991 (-8)

16% less capital invested

Capital invested by funds: $73M → $61.6M (-$11.4M)

27% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 26

44% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 16

Holders
91
Holders Change
-8
Holders Change %
-8.08%
% of All Funds
2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
19
Reduced
26
Closed
16
Calls
$902K
Puts
$888K
Net Calls
+$14K
Net Calls Change
-$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
51
Cutler Group
California
$24K +$22.3K +900 +900%
OIA
52
Optimum Investment Advisors
Illinois
$24K +$24.8K +1,000 New
RE
53
RBC Europe
United Kingdom
$19.1K -$26.9K -1,085 -58%
William Blair & Company
54
William Blair & Company
Illinois
$19K -$198 -8 -1%
SF
55
Synovus Financial
Georgia
$19K +$19.8K +800 New
AF
56
Advisornet Financial
Minnesota
$17K +$149 +6 +0.9%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$17K +$12.1K +487 +212%
IF
58
Ironwood Financial
Arizona
$16K
DAM
59
Delta Asset Management
Tennessee
$15K
EIP
60
Ellis Investment Partners
Pennsylvania
$15K
FPS
61
Fieldpoint Private Securities
Connecticut
$15K
GSWM
62
Golden State Wealth Management
California
$13K
AIM
63
Advantage Investment Management
Iowa
$12K
BBPWM
64
Blue Bell Private Wealth Management
Pennsylvania
$12K
BFEC
65
Benjamin F. Edwards & Company
Missouri
$6K
ST
66
Smithfield Trust
Pennsylvania
$6K
BWP
67
Baldwin Wealth Partners
Massachusetts
$5K
CTC
68
Central Trust Company
Missouri
$5K
PMFA
69
Plante Moran Financial Advisors
Michigan
$5K
NFG
70
Next Financial Group
Texas
$4K
VFA
71
Valeo Financial Advisors
Indiana
$4K
APSP
72
Asset Planning Services (Pennsylvania)
Pennsylvania
$4K +$50 +2 +1%
BFC
73
Bedel Financial Consulting
Indiana
$3K
CTB
74
Country Trust Bank
Illinois
$3K
EFSCE
75
Enterprise Financial Services Corp (EFSC)
Missouri
$3K

LIT Hedge Fund Activity: Q3 2019 in Review

91 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q3 2019, worth a combined $61.6M — down 16% from $73M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of LIT and 9 opened new positions — a net loss of 7 holders — while 26 trimmed existing stakes and 19 added.

The largest buyer was Jane Street, opening a new position worth an estimated $4.33M. The largest seller was Psagot Value Holdings, cutting an estimated $6.55M.

  • 91 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q3 2019, down from 99 in Q2 2019.
  • Funds reported $61.6M of Global X Lithium & Battery Tech ETF stock for Q3 2019, down 16% quarter-over-quarter.
  • 9 funds opened new Global X Lithium & Battery Tech ETF positions in Q3 2019 and 16 closed out, a net change of -7 holders.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q3 2019 was Jane Street, an estimated $4.33M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q3 2019 was Psagot Value Holdings, an estimated $6.55M sold.

Based on aggregated 13F filings for Q3 2019.