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Invesco Golden Dragon China ETF
PGJ

Overview Fund Activity

54 hedge funds and large institutions have $48.7M invested in Invesco Golden Dragon China ETF in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+5
Holders Change %
+10.2%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
13
Increased
15
Reduced
5
Closed
8
Calls
$1.77M
Puts
$5.99M
Net Calls
-$4.21M
Net Calls Change
-$4.22M

Top Buyers

1
MCM
Mainstay Capital Management
Michigan
$12.4M
2
Jane Street
Jane Street
New York
$2.97M
3
Morgan Stanley
Morgan Stanley
New York
$11.1M
4
Bank of America
Bank of America
North Carolina
$2.9M
5
Ameriprise
Ameriprise
Minnesota
$934K

Top Sellers

1
UBS Group
UBS Group
Switzerland
$1.91M
2
MIH
Meitav Investment House
Israel
$0
3
PCA
Personal Capital Advisors
California
$0
4
RRWA
Rainey & Randall Wealth Advisors
Florida
$0
5
Stifel Financial
Stifel Financial
Missouri
$351K
Name Holding Trade Value Shares
Change 		Shares
Change %
JGUA
26
John G. Ullman & Associates
New York
$254K +$254K +4,000 New
Citadel Advisors
27
Citadel Advisors
Florida
$244K +$244K +3,819 New
PTC
28
Private Trust Company
Ohio
$233K – – –
VCM
29
Vivaldi Capital Management
Illinois
$228K – – –
BRWA
30
B. Riley Wealth Advisors
Florida
$204K +$204K +3,200 New
Citigroup
31
Citigroup
New York
$165K -$35.1K -550 -18%
GAM
32
Gemmer Asset Management
California
$117K – – –
TIM
33
Tortoise Investment Management
New York
$51K – – –
Fidelity Investments
34
Fidelity Investments
Massachusetts
$46K +$9.56K +150 +26%
APA
35
American Portfolios Advisors
New York
$36.4K +$11.6K +183 +47%
PFGIA
36
Patriot Financial Group Insurance Agency
Massachusetts
$35K – – –
BWA
37
BDO Wealth Advisors
Florida
$29K – – –
IA
38
IFP Advisors
Florida
$23K – – –
BAMG
39
Brand Asset Management Group
Missouri
$20K – – –
SNT
40
Security National Trust
West Virginia
$19K – – –
GI
41
Gradient Investments
Minnesota
$17K – – –
TCOV
42
Trust Company of Vermont
Vermont
$16K – – –
GWM
43
Geneos Wealth Management
Colorado
$15K +$15K +250 New
William Blair & Company
44
William Blair & Company
Illinois
$13K – – –
SPIA
45
Steward Partners Investment Advisory
New York
$12.7K – – –
SBL
46
Sargent Bickham Lagudis
Colorado
$10K – – –
IFAM
47
Institutional & Family Asset Management
Colorado
$7K – – –
GRP
48
Global Retirement Partners
California
$7K – – –
RFA
49
Reilly Financial Advisors
California
$4K +$4K +62 New
WWM
50
Wagner Wealth Management
South Carolina
$4K +$4K +65 New
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