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Global X Lithium & Battery Tech ETF
LIT

115 hedge funds and large institutions have $113M invested in Global X Lithium & Battery Tech ETF in 2018 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 27 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 27

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

2% more funds holding

Funds holding: 113 → 115 (+2)

0.61% less ownership

Funds ownership: 12.21% → 11.61% (-0.61%)

13% less capital invested

Capital invested by funds: $130M → $113M (-$16.4M)

77% less call options, than puts

Call options by funds: $2.23M | Put options by funds: $9.69M

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
115
Holders Change
+2
Holders Change %
+1.77%
% of All Funds
2.64%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
45
Reduced
27
Closed
17
Calls
$2.23M
Puts
$9.69M
Net Calls
-$7.46M
Net Calls Change
+$10.2M

Top Buyers

Rank Fund Capital Flow
1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$17M
2
PVH
Psagot Value Holdings
Israel
+$7.52M
3
UBS Group
UBS Group
Switzerland
+$4.9M
4
SPL
Smart Portfolios LLC
Washington
+$3.68M
5
CS
Credit Suisse
Switzerland
+$3.44M

Top Sellers

Rank Fund Capital Flow
1
SM
SG3 Management
Puerto Rico
-$10.9M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$5.49M
3
Wells Fargo
Wells Fargo
California
-$4.18M
4
Jane Street
Jane Street
New York
-$3.72M
5
Morgan Stanley
Morgan Stanley
New York
-$3.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
IF
76
Ironwood Financial
Arizona
$22K – – –
CAGAS
77
Capital Advisory Group Advisory Services
Minnesota
$21K +$23.1K +635 New
FPS
78
Fieldpoint Private Securities
Connecticut
$20K – – –
SEI Investments
79
SEI Investments
Pennsylvania
$17K +$19K +520 New
BBPWM
80
Blue Bell Private Wealth Management
Pennsylvania
$16K – – –
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$16K – – –
ASN
82
Advisory Services Network
Georgia
$16K +$5.21K +143 +42%
AIM
83
Advantage Investment Management
Iowa
$16K +$8.75K +240 +92%
CPIG
84
Chicago Partners Investment Group
Illinois
$13K -$3.28K -90 -18%
BFEC
85
Benjamin F. Edwards & Company
Missouri
$12K +$4.74K +130 +55%
Barclays
86
Barclays
United Kingdom
$11K -$51K -1,400 -80%
TFA
87
Toth Financial Advisory
Virginia
$10K – – –
TCM
88
Tradewinds Capital Management
Washington
$10K +$219 +6 +2%
APA
89
American Portfolios Advisors
New York
$9.4K – – –
CIBC Private Wealth Group
90
CIBC Private Wealth Group
Georgia
$9K -$46.7K -1,281 -82%
RCAG
91
Rehmann Capital Advisory Group
Michigan
$9K +$10.1K +278 New
ST
92
Smithfield Trust
Pennsylvania
$8K – – –
HCM
93
Highlander Capital Management
New Jersey
$8K +$5.47K +150 +150%
PMFA
94
Plante Moran Financial Advisors
Michigan
$7K – – –
CTC
95
Central Trust Company
Missouri
$7K +$3.65K +100 +100%
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$6K – – –
VFA
97
Valeo Financial Advisors
Indiana
$5K – – –
APSP
98
Asset Planning Services (Pennsylvania)
Pennsylvania
$5K +$146 +4 +3%
First Manhattan
99
First Manhattan
New York
$4K – – –
BFC
100
Bedel Financial Consulting
Indiana
$4K +$4.48K +123 New
2 3
4
5 6

LIT Hedge Fund Activity: Q1 2018 in Review

115 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q1 2018, worth a combined $113M — down 13% from $130M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new LIT positions and 17 closed out — a net gain of 3 holders — while 45 added to existing stakes and 27 trimmed.

The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $17M. The largest seller was SG3 Management, cutting an estimated $10.9M.

  • 115 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q1 2018, up from 113 in Q4 2017.
  • Funds reported $113M of Global X Lithium & Battery Tech ETF stock for Q1 2018, down 13% quarter-over-quarter.
  • 20 funds opened new Global X Lithium & Battery Tech ETF positions in Q1 2018 and 17 closed out, a net change of +3 holders.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q1 2018 was Mirae Asset Global Investments, an estimated $17M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q1 2018 was SG3 Management, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2018.