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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
BBPWM
76
Blue Bell Private Wealth Management
Pennsylvania
$16K – – –
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$16K – – –
GAM
78
Gemmer Asset Management
California
$14K -$14.2K -425 -50%
CPIG
79
Chicago Partners Investment Group
Illinois
$13K – – –
BFEC
80
Benjamin F. Edwards & Company
Missouri
$8K -$4.35K -130 -35%
TCM
81
Tradewinds Capital Management
Washington
$8K -$1.34K -40 -14%
HCM
82
Highlander Capital Management
New Jersey
$8K – – –
ST
83
Smithfield Trust
Pennsylvania
$8K – – –
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$7K – – –
CTC
85
Central Trust Company
Missouri
$7K – – –
PMFA
86
Plante Moran Financial Advisors
Michigan
$7K – – –
NL
87
NVWM LLC
Pennsylvania
$6K -$455K -13,605 -99%
ASN
88
Advisory Services Network
Georgia
$6K -$9.94K -297 -62%
APSP
89
Asset Planning Services (Pennsylvania)
Pennsylvania
$5K – – –
VFA
90
Valeo Financial Advisors
Indiana
$5K – – –
LYV
91
Live Your Vision
Pennsylvania
$5K +$5.15K +154 New
BFC
92
Bedel Financial Consulting
Indiana
$4K – – –
CTB
93
Country Trust Bank
Illinois
$4K – – –
First Manhattan
94
First Manhattan
New York
$4K – – –
BCWM
95
Bartlett & Co Wealth Management
Ohio
$3.25K +$3.35K +100 New
Barclays
96
Barclays
United Kingdom
$3K -$8.46K -253 -72%
AWM
97
AllSquare Wealth Management
New York
$3K – – –
BWP
98
Baldwin Wealth Partners
Massachusetts
$3K – – –
HI
99
Hudock Inc
Pennsylvania
$3K – – –
SWMG
100
Signature Wealth Management Group
Georgia
$3K – – –
2 3
4
5 6

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.