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POTX

Global X Cannabis ETF

Delisted

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

34 hedge funds and large institutions have $4.6M invested in Global X Cannabis ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

17% more funds holding

Funds holding: 2934 (+5)

24% less capital invested

Capital invested by funds: $6.02M → $4.6M (-$1.42M)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

57% less call options, than puts

Call options by funds: $19K | Put options by funds: $44K

Holders
34
Holders Change
+5
Holders Change %
+17.24%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
6
Reduced
8
Closed
6
Calls
$19K
Puts
$44K
Net Calls
-$25K
Net Calls Change
+$10K
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$2.99M -$457K -80,236 -14%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$365K -$5.81K -1,019 -2%
Jane Street
3
Jane Street
New York
$247K +$9.11K +1,598 +4%
OMC
4
Old Mission Capital
Illinois
$193K -$124K -21,731 -40%
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$170K +$166K +29,135 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$152K +$148K +26,017 New
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$128K +$26.2K +4,598 +26%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$126K +$27.4K +4,808 +29%
Simplex Trading
9
Simplex Trading
Illinois
$67K +$65.6K +11,514 New
LPL Financial
10
LPL Financial
California
$64.6K +$2.15K +377 +4%
Osaic Holdings
11
Osaic Holdings
Arizona
$31K -$34.8K -6,104 -53%
Citadel Advisors
12
Citadel Advisors
Florida
$22.2K -$5.19K -911 -19%
NA
13
NewEdge Advisors
Louisiana
$16.1K
Morgan Stanley
14
Morgan Stanley
New York
$11.8K +$5.52K +968 +93%
CG
15
Cutler Group
California
$7K -$8.55K -1,500 -54%
TWM
16
Tradition Wealth Management
Minnesota
$6K +$5.7K +1,000 New
TRCT
17
Tower Research Capital (TRC)
New York
$1.26K +$1.23K +216 New
FFA
18
Founders Financial Alliance
North Carolina
$940
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$934 -$268 -47 -23%
IGWM
20
ICA Group Wealth Management
Colorado
$876 +$855 +150 New
QCG
21
Quadrant Capital Group
Ohio
$789 +$770 +135 New
FHA
22
First Horizon Advisors
Tennessee
$730
ASN
23
Advisory Services Network
Georgia
$730 +$713 +125 New
CLOS
24
Compagnie Lombard Odier SCmA
Switzerland
$677
GRP
25
Global Retirement Partners
California
$658 +$6 +1 +0.9%

POTX Hedge Fund Activity: Q4 2023 in Review

34 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Global X Cannabis ETF (POTX) for Q4 2023, worth a combined $4.6M — down 24% from $6.02M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new POTX positions and 6 closed out — a net gain of 6 holders — while 6 added to existing stakes and 8 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $148K. The largest seller was Mirae Asset Global Investments, cutting an estimated $457K.

  • 34 institutional investors held Global X Cannabis ETF (POTX) as of Q4 2023, up from 29 in Q3 2023.
  • Funds reported $4.6M of Global X Cannabis ETF stock for Q4 2023, down 24% quarter-over-quarter.
  • 12 funds opened new Global X Cannabis ETF positions in Q4 2023 and 6 closed out, a net change of +6 holders.
  • The largest Global X Cannabis ETF buyer in Q4 2023 was Susquehanna International Group, an estimated $148K added.
  • The largest Global X Cannabis ETF seller in Q4 2023 was Mirae Asset Global Investments, an estimated $457K sold.

Based on aggregated 13F filings for Q4 2023.