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Global X Lithium & Battery Tech ETF
LIT

103 hedge funds and large institutions have $70.3M invested in Global X Lithium & Battery Tech ETF in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 39 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $4.68M | Put options by funds: $1.83M

2.57% more ownership

Funds ownership: 9.16% → 11.73% (+2.6%)

8% less funds holding

Funds holding: 112 → 103 (-9)

10% less capital invested

Capital invested by funds: $78M → $70.3M (-$7.69M)

41% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 22

64% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 39

Holders
103
Holders Change
-9
Holders Change %
-8.04%
% of All Funds
2.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
14
Reduced
39
Closed
22
Calls
$4.68M
Puts
$1.83M
Net Calls
+$2.85M
Net Calls Change
+$3.82M

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$15.7M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$4.1M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.18M
4
Wells Fargo
Wells Fargo
California
+$851K
5
Simplex Trading
Simplex Trading
Illinois
+$344K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$3.36M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.75M
3
BCM
Barometer Capital Management
Ontario, Canada
-$1.97M
4
Morgan Stanley
Morgan Stanley
New York
-$1.14M
5
JP Morgan Chase
JP Morgan Chase
New York
-$722K
Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
76
Tradewinds Capital Management
Washington
$7K – – –
Fidelity Investments
77
Fidelity Investments
Massachusetts
$7K +$7.79K +256 +12,800%
BWP
78
Baldwin Wealth Partners
Massachusetts
$6K -$2.8K -92 -31%
BFEC
79
Benjamin F. Edwards & Company
Missouri
$6K – – –
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$6K – – –
PMFA
81
Plante Moran Financial Advisors
Michigan
$6K – – –
ASN
82
Advisory Services Network
Georgia
$5K – – –
CTC
83
Central Trust Company
Missouri
$5K – – –
NL
84
NVWM LLC
Pennsylvania
$5K – – –
CFGS
85
Concourse Financial Group Securities
Alabama
$5K +$6.39K +210 New
CTB
86
Country Trust Bank
Illinois
$4K – – –
First Manhattan
87
First Manhattan
New York
$4K – – –
LYV
88
Live Your Vision
Pennsylvania
$4K – – –
VFA
89
Valeo Financial Advisors
Indiana
$4K – – –
APSP
90
Asset Planning Services (Pennsylvania)
Pennsylvania
$4K +$4.81K +158 New
BC
91
Bartlett & Co
Ohio
$3K – – –
BFC
92
Bedel Financial Consulting
Indiana
$3K – – –
BCWM
93
Bartlett & Co Wealth Management
Ohio
$2.77K – – –
GEA
94
Glen Eagle Advisors
New Jersey
$2.02K – – –
HI
95
Hudock Inc
Pennsylvania
$2K – – –
NC
96
NewSquare Capital
Pennsylvania
$2K – – –
AIM
97
Anchor Investment Management
South Carolina
$1.35K – – –
VNA
98
Valley National Advisers
Pennsylvania
$1K – – –
DWM
99
Doyle Wealth Management
Florida
$1K +$608 +20 New
Parallax Volatility Advisers
100
Parallax Volatility Advisers
California
$1K +$700 +23 New
1 2 3
4
5

LIT Hedge Fund Activity: Q4 2018 in Review

103 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q4 2018, worth a combined $70.3M — down 9.9% from $78M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of LIT and 13 opened new positions — a net loss of 9 holders — while 39 trimmed existing stakes and 14 added.

The largest buyer was Jane Street, opening a new position worth an estimated $15.7M. The largest seller was Bank of America, cutting an estimated $3.36M.

  • 103 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q4 2018, down from 112 in Q3 2018.
  • Funds reported $70.3M of Global X Lithium & Battery Tech ETF stock for Q4 2018, down 9.9% quarter-over-quarter.
  • 13 funds opened new Global X Lithium & Battery Tech ETF positions in Q4 2018 and 22 closed out, a net change of -9 holders.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q4 2018 was Jane Street, an estimated $15.7M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q4 2018 was Bank of America, an estimated $3.36M sold.

Based on aggregated 13F filings for Q4 2018.