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Global X Lithium & Battery Tech ETF

37 hedge funds and large institutions have $13.7M invested in Global X Lithium & Battery Tech ETF in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

854% more call options, than puts

Call options by funds: $267K | Put options by funds: $28K

333% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 3

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

160% more capital invested

Capital invested by funds: $5.25M → $13.7M (+$8.42M)

28% more funds holding

Funds holding: 2937 (+8)

3.82% more ownership

Funds ownership: 4.6%8.41% (+3.8%)

Holders
37
Holders Change
+8
Holders Change %
+27.59%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
13
Reduced
3
Closed
3
Calls
$267K
Puts
$28K
Net Calls
+$239K
Net Calls Change
+$17K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Barometer Capital Management
Ontario, Canada
$3.59M +$3.39M +127,800 New
LPL Financial
2
LPL Financial
California
$1.13M +$438K +16,500 +70%
EDRH
3
Edmond de Rothschild Holding
Switzerland
$973K +$723K +27,250 +371%
Morgan Stanley
4
Morgan Stanley
New York
$949K +$217K +8,200 +32%
Bank of America
5
Bank of America
North Carolina
$813K +$28.7K +1,083 +4%
JWS
6
Juncture Wealth Strategies
Arizona
$791K +$436K +16,430 +140%
Wells Fargo
7
Wells Fargo
California
$690K +$266K +10,015 +69%
PVH
8
Psagot Value Holdings
Israel
$675K
UBS Group
9
UBS Group
Switzerland
$565K -$611K -23,055 -53%
Jane Street
10
Jane Street
New York
$511K +$482K +18,176 New
KCM
11
Karp Capital Management
California
$473K -$31.4K -1,183 -7%
ST
12
Spot Trading
Illinois
$420K +$396K +14,945 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$413K +$389K +14,681 New
Goldman Sachs
14
Goldman Sachs
New York
$379K +$358K +13,500 New
CIBC World Market
15
CIBC World Market
Ontario, Canada
$350K +$330K +12,454 New
PAM
16
PVG Asset Management
Colorado
$305K +$287K +10,835 New
Simplex Trading
17
Simplex Trading
Illinois
$108K +$75.5K +2,848 +278%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$92K -$5.97K -225 -6%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$68K +$57.3K +2,161 +720%
FDCDDQ
20
Federation des caisses Desjardins du Quebec
Quebec, Canada
$65.7K +$62K +2,336 New
AG
21
Advisor Group
Arizona
$63K +$133 +5 +0.2%
EWM
22
Endurance Wealth Management
Rhode Island
$56K +$26.5K +1,000 +100%
CLOS
23
Compagnie Lombard Odier SCmA
Switzerland
$54K +$50.4K +1,900 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$48K +$42.4K +1,598 +1,598%
FPS
25
Fieldpoint Private Securities
Connecticut
$17K +$15.9K +600 New

LIT Hedge Fund Activity: Q1 2017 in Review

37 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q1 2017, worth a combined $13.7M — up 160% from $5.25M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new LIT positions and 3 closed out — a net gain of 8 holders — while 13 added to existing stakes and 3 trimmed.

The largest buyer was Barometer Capital Management, opening a new position worth an estimated $3.39M. The largest seller was UBS Group, cutting an estimated $611K.

  • 37 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q1 2017, up from 29 in Q4 2016.
  • Funds reported $13.7M of Global X Lithium & Battery Tech ETF stock for Q1 2017, up 160% quarter-over-quarter.
  • 11 funds opened new Global X Lithium & Battery Tech ETF positions in Q1 2017 and 3 closed out, a net change of +8 holders.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q1 2017 was Barometer Capital Management, an estimated $3.39M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q1 2017 was UBS Group, an estimated $611K sold.

Based on aggregated 13F filings for Q1 2017.