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Global X Lithium & Battery Tech ETF

99 hedge funds and large institutions have $73M invested in Global X Lithium & Battery Tech ETF in 2019 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

362% more call options, than puts

Call options by funds: $1.38M | Put options by funds: $298K

18% more capital invested

Capital invested by funds: $61.7M → $73M (+$11.3M)

3.65% more ownership

Funds ownership: 10.38%14.03% (+3.6%)

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

9% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 22

2% less funds holding

Funds holding: 10199 (-2)

Holders
99
Holders Change
-2
Holders Change %
-1.98%
% of All Funds
2.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
20
Reduced
22
Closed
17
Calls
$1.38M
Puts
$298K
Net Calls
+$1.08M
Net Calls Change
+$139K
Name Holding Trade Value Shares
Change
Change in
Stake
MFM
1
MD Financial Management
Ontario, Canada
$14.5M +$15M +555,524 New
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$12.5M +$2.18M +80,891 +20%
PVH
3
Psagot Value Holdings
Israel
$11.4M +$7.57K +281 +0.1%
PP
4
Prudential plc
United Kingdom
$3.91M +$4.04M +150,000 New
Wells Fargo
5
Wells Fargo
California
$3.78M +$1.11M +41,382 +40%
LPL Financial
6
LPL Financial
California
$2.86M +$141K +5,234 +5%
Morgan Stanley
7
Morgan Stanley
New York
$2.83M -$1.72M -63,991 -37%
UBS Group
8
UBS Group
Switzerland
$2.71M +$6.17K +229 +0.2%
Bank of America
9
Bank of America
North Carolina
$2.28M -$293K -10,886 -11%
Barclays
10
Barclays
United Kingdom
$1.48M +$1.49M +55,187 +3,990%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.29M +$1.34M +49,656 New
AG
12
Advisor Group
Arizona
$1.04M +$190K +7,070 +22%
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$972K -$13.5K -500 -1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$850K -$31.4K -1,166 -3%
AFNAS
15
American Financial Network Advisory Services
California
$816K -$2.48K -92 -0.3%
WP
16
WealthSource Partners
California
$809K +$835K +31,016 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$754K -$120K -4,439 -13%
CS
18
Credit Suisse
Switzerland
$702K +$119K +4,425 +20%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$650K +$122K +4,532 +22%
SRC
20
Shufro Rose & Co
New York
$595K +$28.3K +1,050 +5%
Citadel Advisors
21
Citadel Advisors
Florida
$577K +$158K +5,857 +36%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$531K -$4.74K -176 -0.9%
RJA
23
Raymond James & Associates
Florida
$455K +$43.9K +1,628 +10%
HighTower Advisors
24
HighTower Advisors
Illinois
$405K +$9.05K +336 +2%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$381K

LIT Hedge Fund Activity: Q2 2019 in Review

99 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q2 2019, worth a combined $73M — up 18% from $61.7M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new LIT positions and 17 closed out — a net gain of 1 holder — while 20 added to existing stakes and 22 trimmed.

The largest buyer was MD Financial Management, opening a new position worth an estimated $15M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.97M sold.

  • 99 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q2 2019, down from 101 in Q1 2019.
  • Funds reported $73M of Global X Lithium & Battery Tech ETF stock for Q2 2019, up 18% quarter-over-quarter.
  • 18 funds opened new Global X Lithium & Battery Tech ETF positions in Q2 2019 and 17 closed out, a net change of +1 holder.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q2 2019 was MD Financial Management, an estimated $15M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q2 2019 was Susquehanna International Group, an estimated $2.97M sold.

Based on aggregated 13F filings for Q2 2019.