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Invesco Golden Dragon China ETF

47 hedge funds and large institutions have $23.9M invested in Invesco Golden Dragon China ETF in 2018 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2% more funds holding

Funds holding: 4647 (+1)

0.33% more ownership

Funds ownership: 14.09%14.42% (+0.33%)

16% less capital invested

Capital invested by funds: $28.5M → $23.9M (-$4.67M)

29% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 17

Holders
47
Holders Change
+1
Holders Change %
+2.17%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
17
Closed
6
Calls
$448K
Puts
Net Calls
+$448K
Net Calls Change
+$490K
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
26
William Blair & Company
Illinois
$101K
Citigroup
27
Citigroup
New York
$90K +$6.77K +200 +8%
GAM
28
Gemmer Asset Management
California
$58K
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$29K -$74.1K -2,188 -70%
TIM
30
Tortoise Investment Management
New York
$25K
APA
31
American Portfolios Advisors
New York
$24.5K +$26.3K +776 New
Simplex Trading
32
Simplex Trading
Illinois
$22K -$150K -4,416 -86%
PFGIA
33
Patriot Financial Group Insurance Agency
Massachusetts
$22K +$18.6K +550 +374%
BAMG
34
Brand Asset Management Group
Missouri
$16K
JP Morgan Chase
35
JP Morgan Chase
New York
$16K
WIM
36
Westside Investment Management
California
$11.4K
SNT
37
Security National Trust
West Virginia
$9K -$6.77K -200 -40%
HNB
38
Huntington National Bank
Ohio
$8K
TCOV
39
Trust Company of Vermont
Vermont
$8K
GWM
40
Geneos Wealth Management
Colorado
$7K -$5.75K -170 -40%
CFA
41
Carroll Financial Associates
North Carolina
$5K
CIAS
42
Capital Investment Advisory Services
North Carolina
$5K +$5.08K +150 New
IFAM
43
Institutional & Family Asset Management
Colorado
$3K
AG
44
Advisor Group
Arizona
$2K -$6.77K -200 -80%
PB
45
Pinnacle Bancorp
Nebraska
$2K +$1.93K +57 New
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
-$833K -24,611 Closed
VF
47
Virtu Financial
New York
-$257K -6,670 Closed
FANJ
48
Financial Architects (New Jersey)
New Jersey
-$12K -305 Closed
SPIA
49
Steward Partners Investment Advisory
New York
-$8K -200 Closed
SWP
50
Stratos Wealth Partners
Ohio
-$4K -110 Closed

PGJ Hedge Fund Activity: Q4 2018 in Review

47 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco Golden Dragon China ETF (PGJ) for Q4 2018, worth a combined $23.9M — down 16% from $28.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PGJ positions and 6 closed out — a net gain of 1 holder — while 12 added to existing stakes and 17 trimmed.

The largest buyer was Wells Fargo, adding an estimated $957K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $833K sold.

  • 47 institutional investors held Invesco Golden Dragon China ETF (PGJ) as of Q4 2018, up from 46 in Q3 2018.
  • Funds reported $23.9M of Invesco Golden Dragon China ETF stock for Q4 2018, down 16% quarter-over-quarter.
  • 7 funds opened new Invesco Golden Dragon China ETF positions in Q4 2018 and 6 closed out, a net change of +1 holder.
  • The largest Invesco Golden Dragon China ETF buyer in Q4 2018 was Wells Fargo, an estimated $957K added.
  • The largest Invesco Golden Dragon China ETF seller in Q4 2018 was Susquehanna International Group, an estimated $833K sold.

Based on aggregated 13F filings for Q4 2018.