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Invesco Golden Dragon China ETF
PGJ

43 hedge funds and large institutions have $25.9M invested in Invesco Golden Dragon China ETF in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

5% more funds holding

Funds holding: 41 → 43 (+2)

1.51% less ownership

Funds ownership: 15.16% → 13.64% (-1.5%)

8% less capital invested

Capital invested by funds: $28.2M → $25.9M (-$2.26M)

27% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 11

Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.13M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$375K
3
FEM
Fulcrum Equity Management
Texas
+$292K
4
MIH
Meitav Investment House
Israel
+$215K
5
PCA
Personal Capital Advisors
California
+$206K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$3.78M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.64M
3
Citadel Advisors
Citadel Advisors
Florida
-$484K
4
Jane Street
Jane Street
New York
-$374K
5
LPL Financial
LPL Financial
California
-$185K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
26
Citigroup
New York
$202K – – –
GAM
27
Gemmer Asset Management
California
$97K – – –
Simplex Trading
28
Simplex Trading
Illinois
$79K -$41.3K -792 -34%
Osaic Holdings
29
Osaic Holdings
Arizona
$70K +$27.1K +520 +63%
TIM
30
Tortoise Investment Management
New York
$42K – – –
PFGIA
31
Patriot Financial Group Insurance Agency
Massachusetts
$29K – – –
BAMG
32
Brand Asset Management Group
Missouri
$26K – – –
BWA
33
BDO Wealth Advisors
Florida
$24K – – –
APA
34
American Portfolios Advisors
New York
$20.6K – – –
IA
35
IFP Advisors
Florida
$18K – – –
SNT
36
Security National Trust
West Virginia
$16K – – –
GI
37
Gradient Investments
Minnesota
$14K – – –
TCOV
38
Trust Company of Vermont
Vermont
$13K – – –
SPIA
39
Steward Partners Investment Advisory
New York
$11K – – –
William Blair & Company
40
William Blair & Company
Illinois
$11K – – –
HNB
41
Huntington National Bank
Ohio
$9K – – –
IFAM
42
Institutional & Family Asset Management
Colorado
$6K – – –
FHA
43
Flagship Harbor Advisors
Massachusetts
$5K +$5.21K +100 New
WIM
44
Westside Investment Management
California
$14 – – –
VFA
45
Valeo Financial Advisors
Indiana
– -$15K -300 Closed
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
– -$6K -118 Closed
1
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PGJ Hedge Fund Activity: Q3 2020 in Review

43 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco Golden Dragon China ETF (PGJ) for Q3 2020, worth a combined $25.9M — down 8% from $28.2M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new PGJ positions and 2 closed out — a net gain of 2 holders — while 8 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.13M. The largest seller was Ameriprise, cutting an estimated $3.78M.

  • 43 institutional investors held Invesco Golden Dragon China ETF (PGJ) as of Q3 2020, up from 41 in Q2 2020.
  • Funds reported $25.9M of Invesco Golden Dragon China ETF stock for Q3 2020, down 8% quarter-over-quarter.
  • 4 funds opened new Invesco Golden Dragon China ETF positions in Q3 2020 and 2 closed out, a net change of +2 holders.
  • The largest Invesco Golden Dragon China ETF buyer in Q3 2020 was Morgan Stanley, an estimated $2.13M added.
  • The largest Invesco Golden Dragon China ETF seller in Q3 2020 was Ameriprise, an estimated $3.78M sold.

Based on aggregated 13F filings for Q3 2020.