Global X Cannabis ETF
POTX
POTX was delisted on the 16th of February, 2024.
29 hedge funds and large institutions have $6.02M invested in Global X Cannabis ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 10 closing their positions.
333% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 3
50% more capital invested
Capital invested by funds: $4.01M → $6.02M (+$2.01M)
15% less funds holding
Funds holding: 34 → 29 (-5)
40% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 10
80% less call options, than puts
Call options by funds: $9K | Put options by funds: $44K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$1.31M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$331K |
| 3 |
CG
Colony Group
Boston,
Massachusetts
|
+$205K |
| 4 |
Jane Street
New York
|
+$151K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$110K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$184K |
| 2 |
TAM
TCP Asset Management
Columbus,
Ohio
|
-$71.5K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$16.6K |
| 4 |
CWA
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
-$2.42K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$2.16K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWS
26
Buck Wealth Strategies
Denver,
Colorado
| $80 | +$84 | +12 | New |
|
|
RTL
27
Red Tortoise LLC
Atlanta,
Georgia
| $13 | – | – | – |
|
28
AssetMark Inc
Concord,
California
| $13 | +$14 | +2 | New |
|
|
CW
29
CreativeOne Wealth
Overland Park,
Kansas
| – | -$184K | -28,918 | Closed |
|
|
TAM
30
TCP Asset Management
Columbus,
Ohio
| – | -$71.5K | -11,209 | Closed |
|
|
CWA
31
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| – | -$2.42K | -380 | Closed |
|
|
32
UBS Group
Zurich,
Switzerland
| – | -$2.16K | -339 | Closed |
|
|
WAS
33
Winch Advisory Services
Appleton,
Wisconsin
| – | -$2K | -266 | Closed |
|
|
IGWM
34
ICA Group Wealth Management
Denver,
Colorado
| – | -$957 | -150 | Closed |
|
|
VWM
35
Venturi Wealth Management
Austin,
Texas
| – | -$469 | -73 | Closed |
|
|
WP
36
WealthPLAN Partners
Omaha,
Nebraska
| – | -$89 | -14 | Closed |
|
|
AFS
37
Annapolis Financial Services
Annapolis,
Maryland
| – | -$39 | -6 | Closed |
|
38
Fidelity Investments
Boston,
Massachusetts
| – | -$6 | -1 | Closed |
|
39
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | +$28 | +4 | New |
|
POTX Hedge Fund Activity: Q3 2023 in Review
29 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Global X Cannabis ETF (POTX) for Q3 2023, worth a combined $6.02M — up 50% from $4.01M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of POTX and 6 opened new positions — a net loss of 4 holders — while 3 trimmed existing stakes and 13 added.
The largest buyer was Mirae Asset Global Investments, adding an estimated $1.31M. The largest seller was CreativeOne Wealth, exiting entirely with an estimated $184K sold.
- 29 institutional investors held Global X Cannabis ETF (POTX) as of Q3 2023, down from 34 in Q2 2023.
- Funds reported $6.02M of Global X Cannabis ETF stock for Q3 2023, up 50% quarter-over-quarter.
- 6 funds opened new Global X Cannabis ETF positions in Q3 2023 and 10 closed out, a net change of -4 holders.
- The largest Global X Cannabis ETF buyer in Q3 2023 was Mirae Asset Global Investments, an estimated $1.31M added.
- The largest Global X Cannabis ETF seller in Q3 2023 was CreativeOne Wealth, an estimated $184K sold.
Based on aggregated 13F filings for Q3 2023.