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Global X Lithium & Battery Tech ETF

103 hedge funds and large institutions have $89.4M invested in Global X Lithium & Battery Tech ETF in 2020 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

281% more call options, than puts

Call options by funds: $5.25M | Put options by funds: $1.38M

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

61% more capital invested

Capital invested by funds: $55.5M → $89.4M (+$33.9M)

10% more funds holding

Funds holding: 94103 (+9)

1.49% more ownership

Funds ownership: 14.27%15.76% (+1.5%)

0% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 22

Holders
103
Holders Change
+9
Holders Change %
+9.57%
% of All Funds
2.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
22
Reduced
22
Closed
12
Calls
$5.25M
Puts
$1.38M
Net Calls
+$3.87M
Net Calls Change
+$4.06M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$27.2M +$7.22M +268,197 +45%
MFM
2
MD Financial Management
Ontario, Canada
$13.9M -$919K -34,104 -7%
Morgan Stanley
3
Morgan Stanley
New York
$4.89M +$525K +19,502 +14%
LPL Financial
4
LPL Financial
California
$4.06M +$292K +10,842 +9%
PP
5
Prudential plc
United Kingdom
$3.99M +$91.6K +3,400 +3%
MWA
6
MFA Wealth Advisors
Pennsylvania
$3.62M +$280K +10,412 +10%
Bank of America
7
Bank of America
North Carolina
$2.48M -$108K -4,020 -5%
Qube Research & Technologies (QRT)
8
Qube Research & Technologies (QRT)
United Kingdom
$2.48M +$2.11M +78,409 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$2.17M -$287K -10,657 -13%
GCA
10
Greenwood Capital Associates
South Carolina
$2.05M +$1.74M +64,673 New
Wells Fargo
11
Wells Fargo
California
$1.96M -$1.15M -42,665 -41%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.73M -$125K -4,627 -8%
Bank Julius Baer & Co
13
Bank Julius Baer & Co
Switzerland
$1.38M +$131K +4,857 +12%
SG Americas Securities
14
SG Americas Securities
New York
$1.38M +$404K +14,992 +52%
Mirae Asset Global Investments
15
Mirae Asset Global Investments
South Korea
$1.19M +$416K +15,428 +69%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.11M -$176K -6,545 -16%
CS
17
Credit Suisse
Switzerland
$1.08M +$488K +18,130 +113%
UBS Group
18
UBS Group
Switzerland
$970K -$28.6K -1,063 -3%
PCM
19
Penserra Capital Management
California
$795K +$677K +25,136 New
PVH
20
Psagot Value Holdings
Israel
$760K
RJFSA
21
Raymond James Financial Services Advisors
Florida
$707K -$73.8K -2,742 -11%
SB
22
Simmons Bank
Arkansas
$701K +$86.2K +3,202 +17%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$683K +$13K +484 +2%
RJA
24
Raymond James & Associates
Florida
$574K +$99.6K +3,699 +26%
JP Morgan Chase
25
JP Morgan Chase
New York
$534K +$319K +11,859 +236%

LIT Hedge Fund Activity: Q2 2020 in Review

103 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Global X Lithium & Battery Tech ETF (LIT) for Q2 2020, worth a combined $89.4M — up 61% from $55.5M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new LIT positions and 12 closed out — a net gain of 10 holders — while 22 added to existing stakes and 22 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $7.22M. The largest seller was Jane Street, exiting entirely with an estimated $4.05M sold.

  • 103 institutional investors held Global X Lithium & Battery Tech ETF (LIT) as of Q2 2020, up from 94 in Q1 2020.
  • Funds reported $89.4M of Global X Lithium & Battery Tech ETF stock for Q2 2020, up 61% quarter-over-quarter.
  • 22 funds opened new Global X Lithium & Battery Tech ETF positions in Q2 2020 and 12 closed out, a net change of +10 holders.
  • The largest Global X Lithium & Battery Tech ETF buyer in Q2 2020 was PNC Financial Services Group, an estimated $7.22M added.
  • The largest Global X Lithium & Battery Tech ETF seller in Q2 2020 was Jane Street, an estimated $4.05M sold.

Based on aggregated 13F filings for Q2 2020.