We are live on ! Find out more
LIT icon

Global X Lithium & Battery Tech ETF

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: 115110 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
101
US Bancorp
Minnesota
$3K
BC
102
Bartlett & Co
Ohio
$3K +$3.35K +100 New
Manulife (Manufacturers Life Insurance)
103
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2K -$21.6K -645 -90%
VNA
104
Valley National Advisers
Pennsylvania
$2K
AIM
105
Anchor Investment Management
South Carolina
$1.63K
JWM
106
Janiczek Wealth Management
Colorado
$1K +$502 +15 New
AFNAS
107
American Financial Network Advisory Services
California
$802 -$201 -6 -6%
EWM
108
Elmwood Wealth Management
California
$552
KCM
109
Karp Capital Management
California
-$1.14M -34,473 Closed
DC
110
Davenport & Co
Virginia
-$826K -25,051 Closed
IG
111
ING Group
Netherlands
-$538K -16,300 Closed
PBT
112
Pictet Bank & Trust
Bahamas
-$364K -11,040 Closed
FA
113
FDx Advisors
Illinois
-$335K -10,160 Closed
BSAM
114
Blue Sky Asset Management
Colorado
-$309K -9,366 Closed
SM
115
SG3 Management
Puerto Rico
-$294K -8,900 Closed
MML Investors Services
116
MML Investors Services
Massachusetts
-$276K -8,371 Closed
Allianz Asset Management
117
Allianz Asset Management
Germany
-$247K -7,500 Closed
WPW
118
Waldron Private Wealth
Pennsylvania
-$233K -7,066 Closed
SPC
119
Sigma Planning Corp
Michigan
-$229K -6,930 Closed
NF
120
Nikulski Financial
Iowa
-$221K -6,700 Closed
AIM
121
Arcadia Investment Management
Michigan
-$132K -4,000 Closed
APP
122
Avantax Planning Partners
Iowa
-$29K -892 Closed
TFA
123
Toth Financial Advisory
Virginia
-$10K -300 Closed
SPIA
124
Steward Partners Investment Advisory
New York
-$3K -100 Closed
SQA
125
Simon Quick Advisors
New Jersey
-$1K -26 Closed

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.