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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
SFS
101
Sowell Financial Services
Arkansas
$8K +$7.52K +200 New
PFGIA
102
Patriot Financial Group Insurance Agency
Massachusetts
$8K +$7.6K +202 New
BFEC
103
Benjamin F. Edwards & Company
Missouri
$7K -$1.88K -50 -21%
AA
104
Ancora Advisors
Ohio
$6K
First Manhattan
105
First Manhattan
New York
$6K
CTB
106
Country Trust Bank
Illinois
$5K
GI
107
Gradient Investments
Minnesota
$5K +$4.7K +125 New
1IA
108
1834 Investment Advisors
Wisconsin
$5K +$4.89K +130 New
HI
109
Hudock Inc
Pennsylvania
$5K +$5.3K +141 New
Barclays
110
Barclays
United Kingdom
$4K
CIAS
111
Capital Investment Advisory Services
North Carolina
$4K
JWA
112
JFS Wealth Advisors
Pennsylvania
$4K
MF
113
Manchester Financial
California
$4K +$3.39K +90 New
WEC
114
Winslow Evans & Crocker
Massachusetts
$3K +$2.63K +70 New
BW
115
Bison Wealth
Georgia
$3K +$3.2K +85 New
AIM
116
Anchor Investment Management
South Carolina
$2K
AF
117
Allworth Financial
California
$2K -$376 -10 -16%
VNA
118
Valley National Advisers
Pennsylvania
$1K -$38 -1 -4%
BC
119
Belmont Capital
California
$1K
BlackRock
120
BlackRock
New York
$1K
EWM
121
Elmwood Wealth Management
California
$1K
JWM
122
Janiczek Wealth Management
Colorado
$1K
NL
123
NVWM LLC
Pennsylvania
$1K
TCM
124
Tradewinds Capital Management
Washington
$1K
AWM
125
Adams Wealth Management
Utah
$1K +$489 +13 New

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.