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Invesco Golden Dragon China ETF
PGJ

Overview Fund Activity

42 hedge funds and large institutions have $69.4M invested in Invesco Golden Dragon China ETF in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
+5
Holders Change %
+13.51%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
14
Reduced
9
Closed
4
Calls
$399K
Puts
$583K
Net Calls
-$184K
Net Calls Change
-$462K

Top Buyers

1
HCMT
1
Highland Capital Management (Texas)
Texas
$12M
2
Stifel Financial
2
Stifel Financial
Missouri
$8.42M
3
Wells Fargo
3
Wells Fargo
California
$15.2M
4
Goldman Sachs
4
Goldman Sachs
New York
$4.78M
5
CA
5
Cumberland Advisors
Florida
$2.07M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.47M
2
VKH
2
Virtu KCG Holdings
New York
$2.07M
3
U
3
UBS
Switzerland
$420K
4
Bank of America
4
Bank of America
North Carolina
$2.45M
5
LPL Financial
5
LPL Financial
California
$1.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$211K +$211K +7,025 New
Citadel Advisors
27
Citadel Advisors
Florida
$198K +$168K +5,578 +551%
BCM
28
Blume Capital Management
California
$144K – – –
PTC
29
Private Trust Company
Ohio
$130K – – –
MWP
30
MYCIO Wealth Partners
Pennsylvania
$90K +$90K +3,000 New
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$76K +$30 +1 +0%
GAM
32
Gemmer Asset Management
California
$56K – – –
Deutsche Bank
33
Deutsche Bank
Germany
$45K – – –
PAG
34
Private Advisor Group
New Jersey
$41K +$41K +1,378 New
DADC
35
D.A. Davidson & Co
Montana
$29K +$17.3K +594 +148%
CIM
36
Contravisory Investment Management
Massachusetts
$23K – – –
Creative Planning
37
Creative Planning
Kansas
$21K – – –
MFS
38
MSI Financial Services
Massachusetts
$20K – – –
AIG
39
American International Group
New York
$18.4K -$150 -5 -0.8%
GSC
40
Ground Swell Capital
South Carolina
$17K +$17K +580 New
SNT
41
Security National Trust
West Virginia
$15K – – –
BRWA
42
B. Riley Wealth Advisors
Florida
– -$12.4K -400 Closed
Barclays
43
Barclays
United Kingdom
– -$7K -235 Closed
PAS
44
Partnervest Advisory Services
California
– -$3K -100 Closed
VIA
45
Vantage Investment Advisors
Pennsylvania
– -$2K -65 Closed
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