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Global X Lithium & Battery Tech ETF

103 hedge funds and large institutions have $70.3M invested in Global X Lithium & Battery Tech ETF in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 39 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $4.68M | Put options by funds: $1.83M

2.57% more ownership

Funds ownership: 9.16%11.73% (+2.6%)

8% less funds holding

Funds holding: 112103 (-9)

10% less capital invested

Capital invested by funds: $78M → $70.3M (-$7.69M)

41% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 22

64% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 39

Holders
103
Holders Change
-9
Holders Change %
-8.04%
% of All Funds
2.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
14
Reduced
39
Closed
22
Calls
$4.68M
Puts
$1.83M
Net Calls
+$2.85M
Net Calls Change
+$3.82M
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$13.9M +$15.7M +516,240 New
PVH
2
Psagot Value Holdings
Israel
$11.8M
Morgan Stanley
3
Morgan Stanley
New York
$7.05M -$1.14M -37,445 -13%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$4.14M +$4.1M +134,676 +720%
Wells Fargo
5
Wells Fargo
California
$3.65M +$851K +27,989 +26%
LPL Financial
6
LPL Financial
California
$3.2M -$278K -9,146 -7%
UBS Group
7
UBS Group
Switzerland
$2.65M -$168K -5,517 -5%
Citadel Advisors
8
Citadel Advisors
Florida
$2.58M +$2.18M +71,544 +296%
Bank of America
9
Bank of America
North Carolina
$2.36M -$3.36M -110,536 -56%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2M -$2.75M -90,405 -55%
SG Americas Securities
11
SG Americas Securities
New York
$1.62M -$405K -13,327 -18%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$972K -$424K -13,939 -28%
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$870K -$10.9K -360 -1%
ACP
14
Ashfield Capital Partners
California
$859K -$82.1K -2,700 -8%
AG
15
Advisor Group
Arizona
$784K -$205K -6,727 -19%
EDRH
16
Edmond de Rothschild Holding
Switzerland
$767K -$91.9K -3,020 -10%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$736K -$207K -6,816 -20%
AFNAS
18
American Financial Network Advisory Services
California
$647K -$51.7K -1,701 -7%
BNP Paribas Financial Markets
19
BNP Paribas Financial Markets
France
$643K -$36.6K -1,203 -5%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$616K -$84.3K -2,773 -11%
SRC
21
Shufro Rose & Co
New York
$584K -$17.2K -567 -3%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$554K -$25.4K -835 -4%
LFASL
23
Lugano Financial Advisors SA (LFA)
Switzerland
$492K
CS
24
Credit Suisse
Switzerland
$489K +$161K +5,300 +41%
JWS
25
Juncture Wealth Strategies
Arizona
$408K -$96.3K -3,167 -17%

LIT Hedge Fund Activity: Q4 2018 in Review

103 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q4 2018, worth a combined $70.3M — down 9.9% from $78M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of LIT and 13 opened new positions — a net loss of 9 holders — while 39 trimmed existing stakes and 14 added.

The largest buyer was Jane Street, opening a new position worth an estimated $15.7M. The largest seller was Bank of America, cutting an estimated $3.36M.

  • 103 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q4 2018, down from 112 in Q3 2018.
  • Funds reported $70.3M of Global X Lithium & Battery Tech ETF stock for Q4 2018, down 9.9% quarter-over-quarter.
  • 13 funds opened new Global X Lithium & Battery Tech ETF positions in Q4 2018 and 22 closed out, a net change of -9 holders.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q4 2018 was Jane Street, an estimated $15.7M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q4 2018 was Bank of America, an estimated $3.36M sold.

Based on aggregated 13F filings for Q4 2018.