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Global X Lithium & Battery Tech ETF

103 hedge funds and large institutions have $89.4M invested in Global X Lithium & Battery Tech ETF in 2020 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

281% more call options, than puts

Call options by funds: $5.25M | Put options by funds: $1.38M

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

61% more capital invested

Capital invested by funds: $55.5M → $89.4M (+$33.9M)

10% more funds holding

Funds holding: 94103 (+9)

1.49% more ownership

Funds ownership: 14.27%15.76% (+1.5%)

0% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 22

Holders
103
Holders Change
+9
Holders Change %
+9.57%
% of All Funds
2.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
22
Reduced
22
Closed
12
Calls
$5.25M
Puts
$1.38M
Net Calls
+$3.87M
Net Calls Change
+$4.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$76K -$6.73K -250 -11%
SPIA
52
Steward Partners Investment Advisory
New York
$66K +$27 +1 +0%
JPLA
53
Joseph P. Lucia & Associates
New York
$60K
SIAP
54
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$60K
IA
55
IFP Advisors
Florida
$51K
EDRH
56
Edmond de Rothschild Holding
Switzerland
$47K
CAN
57
Cetera Advisor Networks
California
$47K +$40K +1,485 New
CWAF
58
Core Wealth Advisors (Florida)
Florida
$44K +$29.1K +1,080 +344%
BAM
59
Bellevue Asset Management
Washington
$38K
AF
60
Advisornet Financial
Minnesota
$33K +$9.43K +350 +51%
OIA
61
Optimum Investment Advisors
Illinois
$32K
AAP
62
Arax Advisory Partners
Colorado
$31K -$754 -28 -3%
CCA
63
Column Capital Advisors
Indiana
$31K
PAG
64
Private Advisor Group
New Jersey
$29K +$24.9K +925 New
SF
65
Synovus Financial
Georgia
$25K -$5.06K -188 -19%
RE
66
RBC Europe
United Kingdom
$24.8K
GWM
67
Geneos Wealth Management
Colorado
$22K -$2.69K -100 -12%
FCM
68
Firestone Capital Management
Florida
$21K
IF
69
Ironwood Financial
Arizona
$21K
BBPWM
70
Blue Bell Private Wealth Management
Pennsylvania
$20K
FHA
71
Flagship Harbor Advisors
Massachusetts
$20K
DAM
72
Delta Asset Management
Tennessee
$18K
WCG
73
Weaver Consulting Group
California
$16K +$10.4K +388 +377%
DZ Bank
74
DZ Bank
Germany
$15.9K +$13.5K +500 New
PMFA
75
Plante Moran Financial Advisors
Michigan
$9K +$2.29K +85 +41%

LIT Hedge Fund Activity: Q2 2020 in Review

103 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q2 2020, worth a combined $89.4M — up 61% from $55.5M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new LIT positions and 12 closed out — a net gain of 10 holders — while 22 added to existing stakes and 22 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $7.22M. The largest seller was Jane Street, exiting entirely with an estimated $4.05M sold.

  • 103 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q2 2020, up from 94 in Q1 2020.
  • Funds reported $89.4M of Global X Lithium & Battery Tech ETF stock for Q2 2020, up 61% quarter-over-quarter.
  • 22 funds opened new Global X Lithium & Battery Tech ETF positions in Q2 2020 and 12 closed out, a net change of +10 holders.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q2 2020 was PNC Financial Services Group, an estimated $7.22M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q2 2020 was Jane Street, an estimated $4.05M sold.

Based on aggregated 13F filings for Q2 2020.