Global X Cannabis ETF
POTX
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.
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: 52 → 47 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$2.83M |
| 2 |
Jane Street
New York
|
+$2.37M |
| 3 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$1.1M |
| 4 |
HF
HRT Financial
New York
|
+$1.09M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$544K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$198K |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$129K |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
-$129K |
| 4 |
Renaissance Technologies
New York
|
-$122K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$101K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWA
51
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| – | -$12K | -217 | Closed |
|
52
UBS Group
Zurich,
Switzerland
| – | -$7K | -138 | Closed |
|
|
JFA
53
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$7K | -133 | Closed |
|
|
BC
54
Bartlett & Co
Cincinnati,
Ohio
| – | -$7K | -125 | Closed |
|
|
BCWM
55
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$6.71K | -125 | Closed |
|
|
APWA
56
Atlas Private Wealth Advisors
Matawan,
New Jersey
| – | -$5K | -84 | Closed |
|
|
TFS
57
TrustCore Financial Services
Brentwood,
Tennessee
| – | -$3K | -63 | Closed |
|
|
TWM
58
Tradition Wealth Management
Edina,
Minnesota
| – | -$3K | -57 | Closed |
|
|
TRCT
59
Tower Research Capital (TRC)
New York
| – | -$3K | -53 | Closed |
|
|
AF
60
Allworth Financial
Folsom,
California
| – | -$3K | -48 | Closed |
|
|
CAAS
61
Capital Asset Advisory Services
Williamston,
Michigan
| – | -$1K | -23 | Closed |
|
62
Fidelity Investments
Boston,
Massachusetts
| – | -$189 | -4 | 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.