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Global X Lithium & Battery Tech ETF

110 hedge funds and large institutions have $95.2M invested in Global X Lithium & Battery Tech ETF in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 39 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.34% less ownership

Funds ownership: 11.61%10.27% (-1.3%)

4% less funds holding

Funds holding: 115110 (-5)

16% less capital invested

Capital invested by funds: $113M → $95.2M (-$18.2M)

21% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 19

41% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 39

77% less call options, than puts

Call options by funds: $2.19M | Put options by funds: $9.45M

Holders
110
Holders Change
-5
Holders Change %
-4.35%
% of All Funds
2.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
23
Reduced
39
Closed
19
Calls
$2.19M
Puts
$9.45M
Net Calls
-$7.26M
Net Calls Change
+$205K
Name Holding Trade Value Shares
Change
Change in
Stake
PVH
1
Psagot Value Holdings
Israel
$14.2M +$6.9M +206,216 +90%
Morgan Stanley
2
Morgan Stanley
New York
$10.8M -$79.7K -2,382 -0.7%
Bank of America
3
Bank of America
North Carolina
$7.27M -$649K -19,405 -8%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$5.64M -$3.07M -91,794 -35%
LPL Financial
5
LPL Financial
California
$5.15M -$251K -7,518 -5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.56M +$865K +25,855 +23%
CS
7
Credit Suisse
Switzerland
$3.58M -$95.2K -2,847 -3%
Wells Fargo
8
Wells Fargo
California
$3.41M -$2.24M -66,839 -39%
SPL
9
Smart Portfolios LLC
Washington
$3.34M +$66.6K +1,991 +2%
CWM
10
Cabot Wealth Management
Massachusetts
$3.03M -$40.3K -1,206 -1%
Jane Street
11
Jane Street
New York
$2.9M +$103K +3,090 +4%
LFASL
12
Lugano Financial Advisors SA (LFA)
Switzerland
$2.33M +$2.41M +71,979 New
SG Americas Securities
13
SG Americas Securities
New York
$2.1M +$373K +11,166 +21%
UBS Group
14
UBS Group
Switzerland
$1.99M -$2.6M -77,732 -56%
Mirae Asset Global Investments
15
Mirae Asset Global Investments
South Korea
$1.29M -$14.3M -426,082 -91%
ACP
16
Ashfield Capital Partners
California
$1.2M -$138K -4,133 -10%
EDRH
17
Edmond de Rothschild Holding
Switzerland
$1.15M +$126K +3,775 +12%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$1.04M -$125K -3,724 -10%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$967K +$34K +1,015 +4%
RJA
20
Raymond James & Associates
Florida
$916K -$56.9K -1,701 -6%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$898K
JWS
22
Juncture Wealth Strategies
Arizona
$889K +$43.7K +1,306 +5%
AG
23
Advisor Group
Arizona
$869K -$120K -3,577 -12%
SWP
24
Stratos Wealth Partners
Ohio
$842K -$19K -569 -2%
CAN
25
Cetera Advisor Networks
California
$760K -$13.7K -409 -2%

LIT Hedge Fund Activity: Q2 2018 in Review

110 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q2 2018, worth a combined $95.2M — down 16% from $113M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of LIT and 15 opened new positions — a net loss of 4 holders — while 39 trimmed existing stakes and 23 added.

The largest buyer was Psagot Value Holdings, adding an estimated $6.9M. The largest seller was Mirae Asset Global Investments, cutting an estimated $14.3M.

  • 110 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q2 2018, down from 115 in Q1 2018.
  • Funds reported $95.2M of Global X Lithium & Battery Tech ETF stock for Q2 2018, down 16% quarter-over-quarter.
  • 15 funds opened new Global X Lithium & Battery Tech ETF positions in Q2 2018 and 19 closed out, a net change of -4 holders.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q2 2018 was Psagot Value Holdings, an estimated $6.9M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q2 2018 was Mirae Asset Global Investments, an estimated $14.3M sold.

Based on aggregated 13F filings for Q2 2018.