Global X Lithium & Battery Tech ETF
98 hedge funds and large institutions have $64.1M invested in Global X Lithium & Battery Tech ETF in 2019 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 15 increasing their positions, 31 reducing their positions, and 12 closing their positions.
83% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 12
8% more funds holding
Funds holding: 91 → 98 (+7)
4% more capital invested
Capital invested by funds: $61.6M → $64.1M (+$2.51M)
0.56% less ownership
Funds ownership: 13.47% → 12.91% (-0.56%)
52% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 31
78% less call options, than puts
Call options by funds: $358K | Put options by funds: $1.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.37M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$991K |
| 3 |
FCC
Florin Court Capital
London,
United Kingdom
|
+$877K |
| 4 |
Goldman Sachs
New York
|
+$653K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$588K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$4.25M |
| 2 |
PVH
Psagot Value Holdings
Tel Aviv,
Israel
|
-$3.79M |
| 3 |
PP
Prudential plc
London, England,
United Kingdom
|
-$697K |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$676K |
| 5 |
WP
WealthSource Partners
San Luis Obispo,
California
|
-$541K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWP
101
Baldwin Wealth Partners
Marion,
Massachusetts
| – | -$5K | -206 | Closed |
|
|
CTC
102
Central Trust Company
Jefferson City,
Missouri
| – | -$5K | -200 | Closed |
|
|
APSP
103
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| – | -$4K | -164 | Closed |
|
|
EFSCE
104
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| – | -$3K | -150 | Closed |
|
105
Fidelity Investments
Boston,
Massachusetts
| – | -$3.06K | -120 | -97% |
|
|
AIM
106
Axiom Investment Management
New York
| – | -$2K | -100 | Closed |
|
|
PO
107
Private Ocean
San Rafael,
California
| – | -$1K | -24 | Closed |
|
|
NL
108
NVWM LLC
Yardley,
Pennsylvania
| – | -$434 | -17 | -59% |
|
LIT Hedge Fund Activity: Q4 2019 in Review
98 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q4 2019, worth a combined $64.1M — up 4.1% from $61.6M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new LIT positions and 12 closed out — a net gain of 10 holders — while 15 added to existing stakes and 31 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $2.37M. The largest seller was Jane Street, exiting entirely with an estimated $4.25M sold.
- 98 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q4 2019, up from 91 in Q3 2019.
- Funds reported $64.1M of Global X Lithium & Battery Tech ETF stock for Q4 2019, up 4.1% quarter-over-quarter.
- 22 funds opened new Global X Lithium & Battery Tech ETF positions in Q4 2019 and 12 closed out, a net change of +10 holders.
- The largest Global X Lithium & Battery Tech ETF buyer in Q4 2019 was Raymond James & Associates, an estimated $2.37M added.
- The largest Global X Lithium & Battery Tech ETF seller in Q4 2019 was Jane Street, an estimated $4.25M sold.
Based on aggregated 13F filings for Q4 2019.