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POTX

Global X Cannabis ETF

Delisted

POTX was delisted on the 16th of February, 2024.

47 hedge funds and large institutions have $15.4M invested in Global X Cannabis ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 6

15% more capital invested

Capital invested by funds: $13.4M → $15.4M (+$1.95M)

10% less funds holding

Funds holding: 5247 (-5)

19% less call options, than puts

Call options by funds: $691K | Put options by funds: $849K

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

Holders
47
Holders Change
-5
Holders Change %
-9.62%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
16
Reduced
6
Closed
17
Calls
$691K
Puts
$849K
Net Calls
-$158K
Net Calls Change
-$189K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$15K +$11.8K +250 +150%
TC
27
TAP Consulting
Missouri
$14K +$18.6K +394 New
Simplex Trading
28
Simplex Trading
Illinois
$11K -$73.5K -1,552 -82%
WAS
29
Winch Advisory Services
Wisconsin
$9K
CA
30
Cornerstone Advisory
Maryland
$7K +$9.84K +208 New
FFA
31
Founders Financial Alliance
North Carolina
$6K
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$6K
US Bancorp
33
US Bancorp
Minnesota
$5K
APA
34
American Portfolios Advisors
New York
$4.07K
FHA
35
First Horizon Advisors
Tennessee
$4K -$7.71K -163 -57%
CLOS
36
Compagnie Lombard Odier SCmA
Switzerland
$4K
HI
37
Hudock Inc
Pennsylvania
$4K +$4.35K +92 +279%
RPCA
38
Running Point Capital Advisors
California
$4K +$5.21K +110 New
VCM
39
Vigilant Capital Management
Maine
$3K
FMB
40
Field & Main Bank
Kentucky
$2K
CG
41
Cutler Group
California
$2K +$1.04K +22 +39%
BWA
42
BDO Wealth Advisors
Florida
$1K
CP
43
Corbenic Partners
Pennsylvania
$1K
TFA
44
Toth Financial Advisory
Virginia
$1K
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$1K +$2.37K +50 New
Koshinski Asset Management
46
Koshinski Asset Management
Illinois
$436 -$568 -12 -48%
CCA
47
Clearwater Capital Advisors
Illinois
-$198K -3,695 Closed
Wolverine Trading
48
Wolverine Trading
Illinois
-$129K -2,718 Closed
Renaissance Technologies
49
Renaissance Technologies
New York
-$122K -2,269 Closed
CAN
50
Cetera Advisor Networks
California
-$101K -1,886 Closed

POTX Hedge Fund Activity: Q4 2021 in Review

47 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Global X Cannabis ETF (POTX) for Q4 2021, worth a combined $15.4M — up 15% from $13.4M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of POTX and 12 opened new positions — a net loss of 5 holders — while 6 trimmed existing stakes and 16 added.

The largest buyer was Stratos Wealth Partners, adding an estimated $2.83M. The largest seller was Clearwater Capital Advisors, exiting entirely with an estimated $198K sold.

  • 47 institutional investors held Global X Cannabis ETF (POTX) as of Q4 2021, down from 52 in Q3 2021.
  • Funds reported $15.4M of Global X Cannabis ETF stock for Q4 2021, up 15% quarter-over-quarter.
  • 12 funds opened new Global X Cannabis ETF positions in Q4 2021 and 17 closed out, a net change of -5 holders.
  • The largest Global X Cannabis ETF buyer in Q4 2021 was Stratos Wealth Partners, an estimated $2.83M added.
  • The largest Global X Cannabis ETF seller in Q4 2021 was Clearwater Capital Advisors, an estimated $198K sold.

Based on aggregated 13F filings for Q4 2021.