We are live on ! Find out more
PGJ icon

Invesco Golden Dragon China ETF

50 hedge funds and large institutions have $30.6M invested in Invesco Golden Dragon China ETF in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

18% more capital invested

Capital invested by funds: $25.9M → $30.6M (+$4.71M)

16% more funds holding

Funds holding: 4350 (+7)

3% more call options, than puts

Call options by funds: $224K | Put options by funds: $217K

1.09% less ownership

Funds ownership: 13.64%12.55% (-1.1%)

Holders
50
Holders Change
+7
Holders Change %
+16.28%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
12
Reduced
10
Closed
3
Calls
$224K
Puts
$217K
Net Calls
+$7K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
26
Independent Financial Group
California
$207K +$186K +3,236 New
RRWA
27
Rainey & Randall Wealth Advisors
Florida
$202K +$183K +3,177 New
Citigroup
28
Citigroup
New York
$200K -$40.3K -700 -18%
GAM
29
Gemmer Asset Management
California
$118K
BAM
30
Belpointe Asset Management
Nevada
$103K +$93.2K +1,619 New
EWA
31
EP Wealth Advisors
California
$102K +$92.1K +1,600 New
Simplex Trading
32
Simplex Trading
Illinois
$62K -$31K -538 -36%
TIM
33
Tortoise Investment Management
New York
$51K
Fidelity Investments
34
Fidelity Investments
Massachusetts
$37K +$32.9K +572 New
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
$35K
BWA
36
BDO Wealth Advisors
Florida
$29K
APA
37
American Portfolios Advisors
New York
$25K
IA
38
IFP Advisors
Florida
$23K
BAMG
39
Brand Asset Management Group
Missouri
$20K -$10.9K -190 -38%
SNT
40
Security National Trust
West Virginia
$19K
TCOV
41
Trust Company of Vermont
Vermont
$16K
GI
42
Gradient Investments
Minnesota
$14K
SPIA
43
Steward Partners Investment Advisory
New York
$13K
William Blair & Company
44
William Blair & Company
Illinois
$13K
JP Morgan Chase
45
JP Morgan Chase
New York
$13K +$11.5K +200 New
SBL
46
Sargent Bickham Lagudis
Colorado
$10K +$9.32K +162 New
IFAM
47
Institutional & Family Asset Management
Colorado
$7K
GRP
48
Global Retirement Partners
California
$7K +$6.04K +105 New
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$5K +$4.72K +82 New
WIM
50
Westside Investment Management
California
$17

PGJ Hedge Fund Activity: Q4 2020 in Review

50 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco Golden Dragon China ETF (PGJ) for Q4 2020, worth a combined $30.6M — up 18% from $25.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PGJ positions and 3 closed out — a net gain of 7 holders — while 12 added to existing stakes and 10 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.1M. The largest seller was Jane Street, exiting entirely with an estimated $2.4M sold.

  • 50 institutional investors held Invesco Golden Dragon China ETF (PGJ) as of Q4 2020, up from 43 in Q3 2020.
  • Funds reported $30.6M of Invesco Golden Dragon China ETF stock for Q4 2020, up 18% quarter-over-quarter.
  • 10 funds opened new Invesco Golden Dragon China ETF positions in Q4 2020 and 3 closed out, a net change of +7 holders.
  • The largest Invesco Golden Dragon China ETF buyer in Q4 2020 was Morgan Stanley, an estimated $1.1M added.
  • The largest Invesco Golden Dragon China ETF seller in Q4 2020 was Jane Street, an estimated $2.4M sold.

Based on aggregated 13F filings for Q4 2020.