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Invesco Golden Dragon China ETF
PGJ

44 hedge funds and large institutions have $23M invested in Invesco Golden Dragon China ETF in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.94% less ownership

Funds ownership: 17.42% → 15.48% (-1.9%)

10% less funds holding

Funds holding: 49 → 44 (-5)

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

32% less capital invested

Capital invested by funds: $33.7M → $23M (-$10.7M)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $473K

Holders
44
Holders Change
-5
Holders Change %
-10.2%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
9
Reduced
12
Closed
9
Calls
–
Puts
$473K
Net Calls
-$473K
Net Calls Change
-$473K

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.78M
2
Citadel Advisors
Citadel Advisors
Florida
+$488K
3
Jane Street
Jane Street
New York
+$289K
4
Morgan Stanley
Morgan Stanley
New York
+$186K
5
PCFFS
Pacific Center for Financial Services
California
+$123K

Top Sellers

Rank Fund Capital Flow
1
MIG
McGuire Investment Group
Rhode Island
-$3.95M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.88M
3
LFAS
Level Four Advisory Services
Texas
-$911K
4
Bank of America
Bank of America
North Carolina
-$878K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$758K
Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
26
Valeo Financial Advisors
Indiana
$34K – – –
EWP
27
Engrave Wealth Partners
Texas
$30K – – –
TIM
28
Tortoise Investment Management
New York
$30K – – –
APA
29
American Portfolios Advisors
New York
$29.2K – – –
PFGIA
30
Patriot Financial Group Insurance Agency
Massachusetts
$21K – – –
BAMG
31
Brand Asset Management Group
Missouri
$19K – – –
S
32
SignatureFD
Georgia
$19K +$20.7K +500 New
BWA
33
BDO Wealth Advisors
Florida
$17K +$12.4K +300 +194%
IA
34
IFP Advisors
Florida
$14K – – –
SNT
35
Security National Trust
West Virginia
$11K – – –
GI
36
Gradient Investments
Minnesota
$10K – – –
TCOV
37
Trust Company of Vermont
Vermont
$9K – – –
William Blair & Company
38
William Blair & Company
Illinois
$8K -$124K -3,000 -94%
CAN
39
Claraphi Advisory Network
United States
$8K +$8.29K +200 New
IFAM
40
Institutional & Family Asset Management
Colorado
$4K – – –
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$4K – – –
WIM
42
Westside Investment Management
California
$10 +$11.2K +270 New
MIG
43
McGuire Investment Group
Rhode Island
– -$3.95M -94,997 Closed
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
– -$758K -18,280 Closed
LFAS
45
Level Four Advisory Services
Texas
– -$911K -11,985 Closed
PIN
46
Prudent Investors Network
California
– -$454K -10,924 Closed
OAM
47
Oppenheimer Asset Management
New York
– -$408K -9,821 Closed
SBL
48
Sargent Bickham Lagudis
Colorado
– -$9K -220 Closed
CFA
49
Carroll Financial Associates
North Carolina
– -$6K -155 Closed
IFWM
50
Institute for Wealth Management
Colorado
– -$3K -75 Closed
1
2
3

PGJ Hedge Fund Activity: Q1 2020 in Review

44 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco Golden Dragon China ETF (PGJ) for Q1 2020, worth a combined $23M — down 32% from $33.7M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PGJ and 6 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 9 added.

The largest buyer was Wells Fargo, adding an estimated $1.78M. The largest seller was McGuire Investment Group, exiting entirely with an estimated $3.95M sold.

  • 44 institutional investors held Invesco Golden Dragon China ETF (PGJ) as of Q1 2020, down from 49 in Q4 2019.
  • Funds reported $23M of Invesco Golden Dragon China ETF stock for Q1 2020, down 32% quarter-over-quarter.
  • 6 funds opened new Invesco Golden Dragon China ETF positions in Q1 2020 and 9 closed out, a net change of -3 holders.
  • The largest Invesco Golden Dragon China ETF buyer in Q1 2020 was Wells Fargo, an estimated $1.78M added.
  • The largest Invesco Golden Dragon China ETF seller in Q1 2020 was McGuire Investment Group, an estimated $3.95M sold.

Based on aggregated 13F filings for Q1 2020.