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POTX

Global X Cannabis ETF

Delisted

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

41 hedge funds and large institutions have $7.83M invested in Global X Cannabis ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

24% more call options, than puts

Call options by funds: $97K | Put options by funds: $78K

14% more funds holding

Funds holding: 3641 (+5)

29% less capital invested

Capital invested by funds: $11M → $7.83M (-$3.16M)

50% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 10

Holders
41
Holders Change
+5
Holders Change %
+13.89%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
5
Reduced
10
Closed
8
Calls
$97K
Puts
$78K
Net Calls
+$19K
Net Calls Change
+$177K
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$5.43M -$1.02M -72,019 -13%
SWP
2
Stratos Wealth Partners
Ohio
$612K -$324K -22,880 -29%
LPL Financial
3
LPL Financial
California
$357K +$46.5K +3,281 +11%
Osaic Holdings
4
Osaic Holdings
Arizona
$341K -$131K -9,247 -23%
CW
5
CreativeOne Wealth
Kansas
$337K +$2.96K +209 +0.7%
IWM
6
IHT Wealth Management
Illinois
$227K -$22.4K -1,581 -7%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$194K +$77.7K +5,481 +46%
CG
8
Colony Group
Massachusetts
$189K +$241K +16,990 New
Citadel Advisors
9
Citadel Advisors
Florida
$63.2K -$235K -16,559 -74%
UBS Group
10
UBS Group
Switzerland
$29.8K +$37.2K +2,625 +5,250%
Morgan Stanley
11
Morgan Stanley
New York
$12.1K -$1.08K -76 -7%
FFA
12
Farther Finance Advisors
California
$8.46K +$10.8K +760 New
IA
13
IFP Advisors
Florida
$4K -$26.9K -1,900 -88%
CWA
14
Carolina Wealth Advisors
South Carolina
$3K -$16.3K -1,150 -79%
WAS
15
Winch Advisory Services
Wisconsin
$3K
BAM
16
Belpointe Asset Management
Nevada
$2.78K +$3.54K +250 New
ASN
17
Advisory Services Network
Georgia
$2.5K +$3.19K +225 New
TRCT
18
Tower Research Capital (TRC)
New York
$2K +$2.28K +161 New
FFA
19
Founders Financial Alliance
North Carolina
$1.78K
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$1.78K
MCC
21
Money Concepts Capital
Florida
$1.75K +$2.23K +157 New
IGWM
22
ICA Group Wealth Management
Colorado
$1.67K +$2.13K +150 New
US Bancorp
23
US Bancorp
Minnesota
$1.5K
FHA
24
First Horizon Advisors
Tennessee
$1.39K
GRP
25
Global Retirement Partners
California
$1.24K +$936 +66 +147%

POTX Hedge Fund Activity: Q4 2022 in Review

41 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Global X Cannabis ETF (POTX) for Q4 2022, worth a combined $7.83M — down 29% from $11M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new POTX positions and 8 closed out — a net gain of 6 holders — while 5 added to existing stakes and 10 trimmed.

The largest buyer was Colony Group, opening a new position worth an estimated $241K. The largest seller was Mirae Asset Global Investments, cutting an estimated $1.02M.

  • 41 institutional investors held Global X Cannabis ETF (POTX) as of Q4 2022, up from 36 in Q3 2022.
  • Funds reported $7.83M of Global X Cannabis ETF stock for Q4 2022, down 29% quarter-over-quarter.
  • 14 funds opened new Global X Cannabis ETF positions in Q4 2022 and 8 closed out, a net change of +6 holders.
  • The largest Global X Cannabis ETF buyer in Q4 2022 was Colony Group, an estimated $241K added.
  • The largest Global X Cannabis ETF seller in Q4 2022 was Mirae Asset Global Investments, an estimated $1.02M sold.

Based on aggregated 13F filings for Q4 2022.