We are live on ! Find out more
LIT icon

Global X Lithium & Battery Tech ETF

19 hedge funds and large institutions have $2.6M invested in Global X Lithium & Battery Tech ETF in 2015 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more capital invested

Capital invested by funds: $1.3M → $2.6M (+$1.29M)

4.66% more ownership

Funds ownership: 1.78%6.43% (+4.7%)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

10% less funds holding

Funds holding: 2119 (-2)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
19
Holders Change
-2
Holders Change %
-9.52%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$1.73M +$1.76M +87,233 New
Jane Street
2
Jane Street
New York
$272K -$59.9K -2,973 -18%
HighTower Advisors
3
HighTower Advisors
Illinois
$201K +$35.9K +1,782 +22%
Wells Fargo
4
Wells Fargo
California
$96K -$24.5K -1,214 -20%
Morgan Stanley
5
Morgan Stanley
New York
$72K +$2.18K +108 +3%
AIG
6
American International Group
New York
$59K +$6.17K +306 +11%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$49K +$987 +49 +2%
Bank of America
8
Bank of America
North Carolina
$46K +$8.79K +436 +24%
UBS Group
9
UBS Group
Switzerland
$17K -$16.6K -824 -50%
EDRH
10
Edmond de Rothschild Holding
Switzerland
$12K
EDRS
11
Edmond de Rothschild (Suisse)
Switzerland
$12K
BCI
12
Brinker Capital Investments
Pennsylvania
$8K -$20 -1 -0.2%
Citigroup
13
Citigroup
New York
$5K
CP
14
Corbenic Partners
Pennsylvania
$4K -$20 -1 -0.6%
NFG
15
Next Financial Group
Texas
$3K
ST
16
Smithfield Trust
Pennsylvania
$3K +$2.52K +125 New
APSP
17
Asset Planning Services (Pennsylvania)
Pennsylvania
$3K +$3.02K +150 New
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$2K
WA
19
WFG Advisors
Texas
$2K
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
-$461K -24,800 Closed
TRCT
21
Tower Research Capital (TRC)
New York
-$2K -100 Closed
RPG
22
Risk Paradigm Group
Texas
-$1.63K -88 Closed

LIT Hedge Fund Activity: Q4 2015 in Review

19 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q4 2015, worth a combined $2.6M — up 99% from $1.3M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of LIT and 3 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 5 added.

The largest buyer was LPL Financial, opening a new position worth an estimated $1.76M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $461K sold.

  • 19 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q4 2015, down from 21 in Q3 2015.
  • Funds reported $2.6M of Global X Lithium & Battery Tech ETF stock for Q4 2015, up 99% quarter-over-quarter.
  • 3 funds opened new Global X Lithium & Battery Tech ETF positions in Q4 2015 and 4 closed out, a net change of -1 holder.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q4 2015 was LPL Financial, an estimated $1.76M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q4 2015 was Susquehanna International Group, an estimated $461K sold.

Based on aggregated 13F filings for Q4 2015.