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Invesco Golden Dragon China ETF
PGJ

46 hedge funds and large institutions have $53.3M invested in Invesco Golden Dragon China ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more capital invested

Capital invested by funds: $34.9M → $53.3M (+$18.5M)

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

9.93% more ownership

Funds ownership: 13.59% → 23.52% (+9.9%)

4% less funds holding

Funds holding: 48 → 46 (-2)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

58% less call options, than puts

Call options by funds: $620K | Put options by funds: $1.46M

Holders
46
Holders Change
-2
Holders Change %
-4.17%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
11
Reduced
8
Closed
13
Calls
$620K
Puts
$1.46M
Net Calls
-$840K
Net Calls Change
+$1.73M

Top Buyers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
+$14.3M
2
Morgan Stanley
Morgan Stanley
New York
+$6.52M
3
JMPWA
JP Morgan Private Wealth Advisors
California
+$5.44M
4
SF
Symphony Financial
Texas
+$3.46M
5
Wells Fargo
Wells Fargo
California
+$2.49M

Top Sellers

Rank Fund Capital Flow
1
JGUA
John G. Ullman & Associates
New York
-$2.39M
2
Citadel Advisors
Citadel Advisors
Florida
-$830K
3
RJA
Raymond James & Associates
Florida
-$682K
4
Bank of America
Bank of America
North Carolina
-$450K
5
Jane Street
Jane Street
New York
-$369K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$110K -$153K -3,224 -55%
Vontobel Holding
27
Vontobel Holding
Switzerland
$51K – – –
GT
28
Glenmede Trust
Pennsylvania
$46K +$52.4K +1,100 New
APA
29
American Portfolios Advisors
New York
$35.6K +$1.62K +34 +4%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$30K +$48 +1 +0.1%
GRP
31
Global Retirement Partners
California
$27K +$25K +525 +500%
PFGIA
32
Patriot Financial Group Insurance Agency
Massachusetts
$23K – – –
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$21K +$23.9K +503 New
SNT
34
Security National Trust
West Virginia
$18K – – –
IA
35
IFP Advisors
Florida
$15K – – –
GI
36
Gradient Investments
Minnesota
$11K – – –
SPIA
37
Steward Partners Investment Advisory
New York
$8K – – –
HFS
38
Hantz Financial Services
Michigan
$8K +$9.57K +201 New
BWA
39
BDO Wealth Advisors
Florida
$7K – – –
SBL
40
Sargent Bickham Lagudis
Colorado
$7K – – –
William Blair & Company
41
William Blair & Company
Illinois
$4K -$4.76K -100 -50%
IFAM
42
Institutional & Family Asset Management
Colorado
$4K – – –
WWMSC
43
Wagner Wealth Management (South Carolina)
South Carolina
$3K -$7.86K -165 -72%
CI
44
Cordant Inc
Oregon
$3K +$3.43K +72 New
SWM
45
Spire Wealth Management
Virginia
$2K – – –
WIM
46
Westside Investment Management
California
$11 – – –
JGUA
47
John G. Ullman & Associates
New York
– -$2.39M -39,100 Closed
Citadel Advisors
48
Citadel Advisors
Florida
– -$830K -17,434 Closed
RJA
49
Raymond James & Associates
Florida
– -$682K -11,133 Closed
Stifel Financial
50
Stifel Financial
Missouri
– -$342K -5,592 Closed
1
2
3

PGJ Hedge Fund Activity: Q3 2021 in Review

46 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco Golden Dragon China ETF (PGJ) for Q3 2021, worth a combined $53.3M — up 53% from $34.9M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of PGJ and 11 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 11 added.

The largest buyer was Credit Suisse, opening a new position worth an estimated $14.3M. The largest seller was John G. Ullman & Associates, exiting entirely with an estimated $2.39M sold.

  • 46 institutional investors held Invesco Golden Dragon China ETF (PGJ) as of Q3 2021, down from 48 in Q2 2021.
  • Funds reported $53.3M of Invesco Golden Dragon China ETF stock for Q3 2021, up 53% quarter-over-quarter.
  • 11 funds opened new Invesco Golden Dragon China ETF positions in Q3 2021 and 13 closed out, a net change of -2 holders.
  • The largest Invesco Golden Dragon China ETF buyer in Q3 2021 was Credit Suisse, an estimated $14.3M added.
  • The largest Invesco Golden Dragon China ETF seller in Q3 2021 was John G. Ullman & Associates, an estimated $2.39M sold.

Based on aggregated 13F filings for Q3 2021.