We are live on ! Find out more
LIT icon

Global X Lithium & Battery Tech ETF

75 hedge funds and large institutions have $80.8M invested in Global X Lithium & Battery Tech ETF in 2017 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 24 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

725% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 4

500% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 4

213% more capital invested

Capital invested by funds: $25.8M → $80.8M (+$55M)

63% more funds holding

Funds holding: 4675 (+29)

0.32% less ownership

Funds ownership: 11.9%11.58% (-0.32%)

29% less call options, than puts

Call options by funds: $827K | Put options by funds: $1.17M

Holders
75
Holders Change
+29
Holders Change %
+63.04%
% of All Funds
1.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
24
Reduced
4
Closed
4
Calls
$827K
Puts
$1.17M
Net Calls
-$340K
Net Calls Change
-$749K
Name Holding Trade Value Shares
Change
Change in
Stake
CCMH
1
Cornerstone Capital Management Holdings
New York
$11.9M +$10.5M +318,891 New
CA
2
Commerzbank Aktiengesellschaft
Germany
$10.9M +$9.58M +290,310 New
Morgan Stanley
3
Morgan Stanley
New York
$9.98M +$5.29M +160,390 +151%
Wells Fargo
4
Wells Fargo
California
$5.93M +$1.46M +44,255 +39%
Allianz Asset Management
5
Allianz Asset Management
Germany
$5.91M +$5.21M +158,000 New
LPL Financial
6
LPL Financial
California
$4.65M +$2.38M +72,159 +138%
BCM
7
Barometer Capital Management
Ontario, Canada
$3.25M -$1.84M -55,600 -39%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.95M +$2.36M +71,568 +983%
Simplex Trading
9
Simplex Trading
Illinois
$2.94M +$2.39M +72,518 +1,201%
Bank of America
10
Bank of America
North Carolina
$2.48M +$1.31M +39,750 +149%
Goldman Sachs
11
Goldman Sachs
New York
$1.58M +$244K +7,381 +21%
EDRH
12
Edmond de Rothschild Holding
Switzerland
$1.47M +$113K +3,410 +9%
Jane Street
13
Jane Street
New York
$1.38M -$2.6M -78,756 -68%
JWS
14
Juncture Wealth Strategies
Arizona
$1.09M -$41.9K -1,270 -4%
CCMG
15
Clark Capital Management Group
Pennsylvania
$998K +$880K +26,667 New
PVH
16
Psagot Value Holdings
Israel
$898K
SG Americas Securities
17
SG Americas Securities
New York
$859K +$66K +2,000 +10%
PCM
18
Price Capital Management
Louisiana
$858K +$757K +22,947 New
KCM
19
Karp Capital Management
California
$832K +$164K +4,955 +29%
SRC
20
Shufro Rose & Co
New York
$830K +$733K +22,195 New
DC
21
Davenport & Co
Virginia
$810K +$12K +364 +2%
HSBC Holdings
22
HSBC Holdings
United Kingdom
$748K +$660K +20,000 New
Citadel Advisors
23
Citadel Advisors
Florida
$688K +$356K +10,800 +142%
CS
24
Credit Suisse
Switzerland
$573K +$506K +15,317 New
HighTower Advisors
25
HighTower Advisors
Illinois
$487K +$125K +3,796 +41%

LIT Hedge Fund Activity: Q3 2017 in Review

75 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q3 2017, worth a combined $80.8M — up 213% from $25.8M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new LIT positions and 4 closed out — a net gain of 29 holders — while 24 added to existing stakes and 4 trimmed.

The largest buyer was Cornerstone Capital Management Holdings, opening a new position worth an estimated $10.5M. The largest seller was Jane Street, cutting an estimated $2.6M.

  • 75 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q3 2017, up from 46 in Q2 2017.
  • Funds reported $80.8M of Global X Lithium & Battery Tech ETF stock for Q3 2017, up 213% quarter-over-quarter.
  • 33 funds opened new Global X Lithium & Battery Tech ETF positions in Q3 2017 and 4 closed out, a net change of +29 holders.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q3 2017 was Cornerstone Capital Management Holdings, an estimated $10.5M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q3 2017 was Jane Street, an estimated $2.6M sold.

Based on aggregated 13F filings for Q3 2017.