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Invesco Golden Dragon China ETF
PGJ

41 hedge funds and large institutions have $28.2M invested in Invesco Golden Dragon China ETF in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $23M → $28.2M (+$5.14M)

0.33% less ownership

Funds ownership: 15.48% → 15.16% (-0.33%)

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

7% less funds holding

Funds holding: 44 → 41 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
41
Holders Change
-3
Holders Change %
-6.82%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
11
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.78M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.38M
3
UBS Group
UBS Group
Switzerland
+$340K
4
Jane Street
Jane Street
New York
+$240K
5
Morgan Stanley
Morgan Stanley
New York
+$194K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$2.53M
2
RJA
Raymond James & Associates
Florida
-$974K
3
Ameriprise
Ameriprise
Minnesota
-$911K
4
LPL Financial
LPL Financial
California
-$732K
5
SPIA
Steward Partners Investment Advisory
New York
-$217K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$40K -$140K -3,282 -80%
TIM
27
Tortoise Investment Management
New York
$39K – – –
PFGIA
28
Patriot Financial Group Insurance Agency
Massachusetts
$27K – – –
BAMG
29
Brand Asset Management Group
Missouri
$24K – – –
BWA
30
BDO Wealth Advisors
Florida
$22K – – –
APA
31
American Portfolios Advisors
New York
$19.1K -$16.4K -385 -50%
IA
32
IFP Advisors
Florida
$17K – – –
VFA
33
Valeo Financial Advisors
Indiana
$15K -$25.6K -600 -67%
SNT
34
Security National Trust
West Virginia
$15K – – –
GI
35
Gradient Investments
Minnesota
$13K – – –
TCOV
36
Trust Company of Vermont
Vermont
$12K – – –
SPIA
37
Steward Partners Investment Advisory
New York
$10K -$217K -5,076 -96%
William Blair & Company
38
William Blair & Company
Illinois
$10K – – –
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$6K – – –
IFAM
40
Institutional & Family Asset Management
Colorado
$5K – – –
WIM
41
Westside Investment Management
California
$13 – – –
EWP
42
Engrave Wealth Partners
Texas
– -$30K -802 Closed
S
43
SignatureFD
Georgia
– -$19K -500 Closed
CAN
44
Claraphi Advisory Network
United States
– -$8K -200 Closed
CFGS
45
Concourse Financial Group Securities
Alabama
– -$299 -7 Closed
1
2

PGJ Hedge Fund Activity: Q2 2020 in Review

41 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco Golden Dragon China ETF (PGJ) for Q2 2020, worth a combined $28.2M — up 22% from $23M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of PGJ and 2 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 11 added.

The largest buyer was Royal Bank of Canada, adding an estimated $1.78M. The largest seller was Wells Fargo, cutting an estimated $2.53M.

  • 41 institutional investors held Invesco Golden Dragon China ETF (PGJ) as of Q2 2020, down from 44 in Q1 2020.
  • Funds reported $28.2M of Invesco Golden Dragon China ETF stock for Q2 2020, up 22% quarter-over-quarter.
  • 2 funds opened new Invesco Golden Dragon China ETF positions in Q2 2020 and 5 closed out, a net change of -3 holders.
  • The largest Invesco Golden Dragon China ETF buyer in Q2 2020 was Royal Bank of Canada, an estimated $1.78M added.
  • The largest Invesco Golden Dragon China ETF seller in Q2 2020 was Wells Fargo, an estimated $2.53M sold.

Based on aggregated 13F filings for Q2 2020.