Global X Lithium & Battery Tech ETF
94 hedge funds and large institutions have $55.5M invested in Global X Lithium & Battery Tech ETF in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 18 closing their positions.
53% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 19
1.36% more ownership
Funds ownership: 12.91% → 14.27% (+1.4%)
7% less call options, than puts
Call options by funds: $2.46M | Put options by funds: $2.65M
4% less funds holding
Funds holding: 98 → 94 (-4)
11% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 18
13% less capital invested
Capital invested by funds: $64.1M → $55.5M (-$8.53M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$4.16M |
| 2 |
MWA
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
+$2.88M |
| 3 |
Morgan Stanley
New York
|
+$1.93M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$1.56M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.64M |
| 2 |
MFM
MD Financial Management
Ottawa,
Ontario, Canada
|
-$2.31M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.1M |
| 4 |
FCC
Florin Court Capital
London,
United Kingdom
|
-$939K |
| 5 |
Goldman Sachs
New York
|
-$699K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EIP
101
Ellis Investment Partners
Berwyn,
Pennsylvania
| – | -$18K | -650 | Closed |
|
|
FPS
102
Fieldpoint Private Securities
Greenwich,
Connecticut
| – | -$16K | -600 | Closed |
|
|
LFASL
103
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| – | -$16K | -600 | Closed |
|
|
VFA
104
Valeo Financial Advisors
Carmel,
Indiana
| – | -$4.15K | -150 | Closed |
|
|
AIC
105
Archer Investment Corporation
Carmel,
Indiana
| – | -$3K | -120 | Closed |
|
|
BCWM
106
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$2.76K | -100 | Closed |
|
|
SIC
107
Samalin Investment Counsel
Chappaqua,
New York
| – | -$1K | -53 | Closed |
|
108
Fidelity Investments
Boston,
Massachusetts
| – | -$55 | -2 | -50% |
|
|
NL
109
NVWM LLC
Yardley,
Pennsylvania
| – | +$470 | +17 | +142% |
|
LIT Hedge Fund Activity: Q1 2020 in Review
94 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q1 2020, worth a combined $55.5M — down 13% from $64.1M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of LIT and 16 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 29 added.
The largest buyer was Jane Street, opening a new position worth an estimated $4.16M. The largest seller was Raymond James & Associates, cutting an estimated $2.64M.
- 94 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q1 2020, down from 98 in Q4 2019.
- Funds reported $55.5M of Global X Lithium & Battery Tech ETF stock for Q1 2020, down 13% quarter-over-quarter.
- 16 funds opened new Global X Lithium & Battery Tech ETF positions in Q1 2020 and 18 closed out, a net change of -2 holders.
- The largest Global X Lithium & Battery Tech ETF buyer in Q1 2020 was Jane Street, an estimated $4.16M added.
- The largest Global X Lithium & Battery Tech ETF seller in Q1 2020 was Raymond James & Associates, an estimated $2.64M sold.
Based on aggregated 13F filings for Q1 2020.