Global X Lithium & Battery Tech ETF
115 hedge funds and large institutions have $113M invested in Global X Lithium & Battery Tech ETF in 2018 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 27 reducing their positions, and 17 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 27
18% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 17
2% more funds holding
Funds holding: 113 → 115 (+2)
0.61% less ownership
Funds ownership: 12.21% → 11.61% (-0.61%)
13% less capital invested
Capital invested by funds: $130M → $113M (-$16.4M)
77% less call options, than puts
Call options by funds: $2.23M | Put options by funds: $9.69M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$17M |
| 2 |
PVH
Psagot Value Holdings
Tel Aviv,
Israel
|
+$7.52M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$4.9M |
| 4 |
SPL
Smart Portfolios LLC
Seattle,
Washington
|
+$3.68M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$3.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SM
SG3 Management
Dorado,
Puerto Rico
|
-$10.9M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$5.49M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$4.18M |
| 4 |
Jane Street
New York
|
-$3.72M |
| 5 |
Morgan Stanley
New York
|
-$3.09M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWA
126
BDO Wealth Advisors
Jacksonville,
Florida
| – | -$78K | -2,000 | Closed |
|
|
TDC
127
Thompson Davis & Co
Richmond,
Virginia
| – | -$48K | -1,251 | Closed |
|
128
DZ Bank
Frankfurt Am Main,
Germany
| – | -$40K | -1,020 | Closed |
|
|
KJWM
129
Kiley Juergens Wealth Management
Olympia,
Washington
| – | -$24K | -636 | Closed |
|
|
WB
130
Webster Bank
Waterbury,
Connecticut
| – | -$11K | -272 | Closed |
|
|
CA
131
Calton & Associates
Tampa,
Florida
| – | -$9K | -250 | Closed |
|
|
SF
132
Synovus Financial
Columbus,
Georgia
| – | +$474 | +13 | New |
|
LIT Hedge Fund Activity: Q1 2018 in Review
115 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q1 2018, worth a combined $113M — down 13% from $130M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new LIT positions and 17 closed out — a net gain of 3 holders — while 45 added to existing stakes and 27 trimmed.
The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $17M. The largest seller was SG3 Management, cutting an estimated $10.9M.
- 115 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q1 2018, up from 113 in Q4 2017.
- Funds reported $113M of Global X Lithium & Battery Tech ETF stock for Q1 2018, down 13% quarter-over-quarter.
- 20 funds opened new Global X Lithium & Battery Tech ETF positions in Q1 2018 and 17 closed out, a net change of +3 holders.
- The largest Global X Lithium & Battery Tech ETF buyer in Q1 2018 was Mirae Asset Global Investments, an estimated $17M added.
- The largest Global X Lithium & Battery Tech ETF seller in Q1 2018 was SG3 Management, an estimated $10.9M sold.
Based on aggregated 13F filings for Q1 2018.