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Global X Lithium & Battery Tech ETF

127 hedge funds and large institutions have $143M invested in Global X Lithium & Battery Tech ETF in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more call options, than puts

Call options by funds: $11.6M | Put options by funds: $2.47M

160% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 15

67% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 21

60% more capital invested

Capital invested by funds: $89.4M → $143M (+$53.9M)

23% more funds holding

Funds holding: 103127 (+24)

3.02% more ownership

Funds ownership: 15.76%18.78% (+3%)

Holders
127
Holders Change
+24
Holders Change %
+23.3%
% of All Funds
2.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
39
Increased
35
Reduced
21
Closed
15
Calls
$11.6M
Puts
$2.47M
Net Calls
+$9.18M
Net Calls Change
+$5.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
76
Arax Advisory Partners
Colorado
$39K +$113 +3 +0.3%
BCV
77
Banque Cantonale Vaudoise
Switzerland
$33K +$31K +825 New
RE
78
RBC Europe
United Kingdom
$31.4K
William Blair & Company
79
William Blair & Company
Illinois
$28K +$26.5K +705 New
FCM
80
Firestone Capital Management
Florida
$27K
IF
81
Ironwood Financial
Arizona
$27K
FHA
82
Flagship Harbor Advisors
Massachusetts
$26K +$38 +1 +0.2%
GWM
83
Geneos Wealth Management
Colorado
$25K -$1.88K -50 -7%
BCWM
84
Bartlett & Co Wealth Management
Ohio
$24K +$22.6K +600 New
BC
85
Bartlett & Co
Ohio
$24K +$22.6K +600 New
EFSCE
86
Enterprise Financial Services Corp (EFSC)
Missouri
$21K +$19.4K +515 New
DZ Bank
87
DZ Bank
Germany
$20.1K
BBPWM
88
Blue Bell Private Wealth Management
Pennsylvania
$20K
WCG
89
Weaver Consulting Group
California
$20K
DAM
90
Delta Asset Management
Tennessee
$19K -$3.76K -100 -17%
SIM
91
Sonora Investment Management
Arizona
$16K +$15K +400 New
PCWA
92
Pacific Capital Wealth Advisors
California
$16K +$15.2K +405 New
TRCT
93
Tower Research Capital (TRC)
New York
$15K +$8.65K +230 +155%
BFC
94
Bedel Financial Consulting
Indiana
$11K +$5.91K +157 +128%
ST
95
Smithfield Trust
Pennsylvania
$10K
FP
96
Fiduciary Planning
Florida
$10K +$9.56K +254 New
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$9K
BWM
98
Baystate Wealth Management
Massachusetts
$9K +$8.62K +229 New
CHAM
99
Clear Harbor Asset Management
Connecticut
$8.01K +$7.52K +200 New
CFGS
100
Concourse Financial Group Securities
Alabama
$8K

LIT Hedge Fund Activity: Q3 2020 in Review

127 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q3 2020, worth a combined $143M — up 60% from $89.4M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new LIT positions and 15 closed out — a net gain of 24 holders — while 35 added to existing stakes and 21 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $7.43M. The largest seller was MD Financial Management, cutting an estimated $2.45M.

  • 127 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q3 2020, up from 103 in Q2 2020.
  • Funds reported $143M of Global X Lithium & Battery Tech ETF stock for Q3 2020, up 60% quarter-over-quarter.
  • 39 funds opened new Global X Lithium & Battery Tech ETF positions in Q3 2020 and 15 closed out, a net change of +24 holders.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q3 2020 was Susquehanna International Group, an estimated $7.43M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q3 2020 was MD Financial Management, an estimated $2.45M sold.

Based on aggregated 13F filings for Q3 2020.