We are live on ! Find out more
LIT icon

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
BCM
101
Barometer Capital Management
Ontario, Canada
– -$1.97M -59,800 Closed
JP Morgan Chase
102
JP Morgan Chase
New York
– -$722K -21,911 Closed
CWM
103
Cornerstone Wealth Management
Missouri
– -$388K -15,085 Closed
Creative Planning
104
Creative Planning
Kansas
– -$445K -13,520 Closed
CAN
105
Cetera Advisor Networks
California
– -$385K -11,595 Closed
PAG
106
Private Advisor Group
New Jersey
– -$322K -9,763 Closed
Stifel Financial
107
Stifel Financial
Missouri
– -$258K -7,812 Closed
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
– -$246K -7,476 Closed
FAAS
109
First Allied Advisory Services
California
– -$235K -7,110 Closed
SWP
110
Stratos Wealth Partners
Ohio
– -$220K -6,691 Closed
N
111
Natixis
France
– -$213K -6,510 Closed
WIA
112
Westbourne Investment Advisors
Maryland
– -$49K -1,488 Closed
KJWM
113
Kiley Juergens Wealth Management
Washington
– -$31K -955 Closed
GWA
114
Guidant Wealth Advisors
Illinois
– -$31K -954 Closed
APP
115
Avantax Planning Partners
Iowa
– -$29K -892 Closed
NFG
116
Next Financial Group
Texas
– -$24.3K -800 Closed
SPIA
117
Steward Partners Investment Advisory
New York
– -$26K -800 Closed
GP
118
Girard Partners
Pennsylvania
– -$21K -650 Closed
CAGAS
119
Capital Advisory Group Advisory Services
Minnesota
– -$21K -635 Closed
GAM
120
Gemmer Asset Management
California
– -$14K -425 Closed
CPIG
121
Chicago Partners Investment Group
Illinois
– -$12K -405 Closed
SWMG
122
Signature Wealth Management Group
Georgia
– -$3K -100 Closed
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.