We are live on ! Find out more
POTX

Global X Cannabis ETF

Delisted

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

52 hedge funds and large institutions have $13.5M invested in Global X Cannabis ETF in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 7

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

11% more funds holding

Funds holding: 4752 (+5)

12% less capital invested

Capital invested by funds: $15.4M → $13.5M (-$1.86M)

25% less call options, than puts

Call options by funds: $481K | Put options by funds: $638K

Holders
52
Holders Change
+5
Holders Change %
+10.64%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
16
Reduced
7
Closed
10
Calls
$481K
Puts
$638K
Net Calls
-$157K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
26
Tradition Wealth Management
Minnesota
$11K +$10.4K +333 New
WAS
27
Winch Advisory Services
Wisconsin
$9K +$219 +7 +3%
BCWM
28
Bartlett & Co Wealth Management
Ohio
$8.19K +$7.81K +250 New
BC
29
Bartlett & Co
Ohio
$8K +$7.81K +250 New
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$6K
Citigroup
31
Citigroup
New York
$6K +$5.37K +172 New
Wells Fargo
32
Wells Fargo
California
$5K -$7.81K -250 -60%
FFA
33
Founders Financial Alliance
North Carolina
$5K +$31 +1 +0.6%
CLOS
34
Compagnie Lombard Odier SCmA
Switzerland
$4K
HI
35
Hudock Inc
Pennsylvania
$4K
RPCA
36
Running Point Capital Advisors
California
$4K
US Bancorp
37
US Bancorp
Minnesota
$4K
VCM
38
Vigilant Capital Management
Maine
$3K
MCC
39
Money Concepts Capital
Florida
$3K +$3.12K +100 New
FMB
40
Field & Main Bank
Kentucky
$2K
TFS
41
TrustCore Financial Services
Tennessee
$2K +$1.97K +63 New
APA
42
American Portfolios Advisors
New York
$1.09K -$2.62K -84 -72%
BWA
43
BDO Wealth Advisors
Florida
$1K
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$1K
TFA
45
Toth Financial Advisory
Virginia
$1K
UBS Group
46
UBS Group
Switzerland
$1K +$968 +31 New
GRP
47
Global Retirement Partners
California
$1K +$1.44K +46 New
Koshinski Asset Management
48
Koshinski Asset Management
Illinois
$410
SWP
49
Stratos Wealth Partners
Ohio
-$2.16M -61,859 Closed
HF
50
HRT Financial
New York
-$1.05M -30,048 Closed

POTX Hedge Fund Activity: Q1 2022 in Review

52 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Global X Cannabis ETF (POTX) for Q1 2022, worth a combined $13.5M — down 12% from $15.4M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new POTX positions and 10 closed out — a net gain of 6 holders — while 16 added to existing stakes and 7 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $2.29M. The largest seller was Stratos Wealth Partners, exiting entirely with an estimated $2.16M sold.

  • 52 institutional investors held Global X Cannabis ETF (POTX) as of Q1 2022, up from 47 in Q4 2021.
  • Funds reported $13.5M of Global X Cannabis ETF stock for Q1 2022, down 12% quarter-over-quarter.
  • 16 funds opened new Global X Cannabis ETF positions in Q1 2022 and 10 closed out, a net change of +6 holders.
  • The largest Global X Cannabis ETF buyer in Q1 2022 was Mirae Asset Global Investments, an estimated $2.29M added.
  • The largest Global X Cannabis ETF seller in Q1 2022 was Stratos Wealth Partners, an estimated $2.16M sold.

Based on aggregated 13F filings for Q1 2022.