Global X Lithium & Battery Tech ETF
13 hedge funds and large institutions have $2.08M invested in Global X Lithium & Battery Tech ETF in 2014 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 2 closing their positions.
12% more capital invested
Capital invested by funds: $1.86M → $2.08M (+$217K)
0.22% more ownership
Funds ownership: 1.51% → 1.73% (+0.22%)
0% more funds holding
Funds holding: 13 → 13 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$404K |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$66.8K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$18.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$149K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$92.8K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$24.2K |
| 4 |
Morgan Stanley
New York
|
-$6.33K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.08M | -$24.2K | -904 | -2% |
|
|
2
Jane Street
New York
| $411K | +$404K | +15,128 | New |
|
|
3
Morgan Stanley
New York
| $151K | -$6.33K | -237 | -4% |
|
|
4
Wells Fargo
San Francisco,
California
| $103K | -$92.8K | -3,475 | -48% |
|
|
U
5
UBS
Zurich,
Switzerland
| $94K | – | – | – |
|
|
6
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $68K | +$66.8K | +2,500 | New |
|
|
CLOS
7
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| $60K | – | – | – |
|
|
8
Bank of America
Charlotte,
North Carolina
| $54K | +$18.8K | +705 | +55% |
|
|
SCM
9
Seamans Capital Management
Boston,
Massachusetts
| $41K | – | – | – |
|
|
1IC
10
1919 Investment Counsel
Baltimore,
Maryland
| $6K | – | – | – |
|
11
Citigroup
New York
| $6K | – | – | – |
|
12
Bank of Montreal
Toronto,
Ontario, Canada
| $2K | – | – | – |
|
|
WA
13
WealthTrust-Arizona
Scottsdale,
Arizona
| $2K | – | – | – |
|
|
14
LPL Financial
San Diego,
California
| – | -$149K | -5,466 | Closed |
|
LIT Hedge Fund Activity: Q2 2014 in Review
13 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q2 2014, worth a combined $2.08M — up 12% from $1.86M a quarter earlier.
Fund positioning in LIT was balanced in Q2 2014: 2 funds opened new positions, 2 closed out, 1 added to existing stakes and 3 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $404K. The largest seller was LPL Financial, exiting entirely with an estimated $149K sold.
- 13 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q2 2014, unchanged from Q1 2014.
- Funds reported $2.08M of Global X Lithium & Battery Tech ETF stock for Q2 2014, up 12% quarter-over-quarter.
- 2 funds opened new Global X Lithium & Battery Tech ETF positions in Q2 2014 and 2 closed out, a net change of 0 holders.
- The largest Global X Lithium & Battery Tech ETF buyer in Q2 2014 was Jane Street, an estimated $404K added.
- The largest Global X Lithium & Battery Tech ETF seller in Q2 2014 was LPL Financial, an estimated $149K sold.
Based on aggregated 13F filings for Q2 2014.