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Invesco Golden Dragon China ETF
PGJ

Overview Fund Activity

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 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
-1
Holders Change %
-2.13%
% 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
12
Calls
$620K
Puts
$1.46M
Net Calls
-$840K
Net Calls Change
+$1.73M

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$12.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$12.8M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$4.82M
4
SF
4
Symphony Financial
Texas
$3.01M
5
Wells Fargo
5
Wells Fargo
California
$4.9M

Top Sellers

1
JGUA
1
John G. Ullman & Associates
New York
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
RJA
3
Raymond James & Associates
Florida
$0
4
Bank of America
4
Bank of America
North Carolina
$1.05M
5
Stifel Financial
5
Stifel Financial
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$110K -$134K -3,224 -55%
Vontobel Holding
27
Vontobel Holding
Switzerland
$51K – – –
GT
28
Glenmede Trust
Pennsylvania
$46K +$46K +1,100 New
APA
29
American Portfolios Advisors
New York
$35.6K +$1.43K +34 +4%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$30K +$41 +1 +0.1%
GRP
31
Global Retirement Partners
California
$27K +$22.5K +525 +500%
PFGIA
32
Patriot Financial Group Insurance Agency
Massachusetts
$23K – – –
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$21K +$21K +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 +$8K +201 New
SBL
39
Sargent Bickham Lagudis
Colorado
$7K – – –
BWA
40
BDO Wealth Advisors
Florida
$7K – – –
William Blair & Company
41
William Blair & Company
Illinois
$4K -$4K -100 -50%
IFAM
42
Institutional & Family Asset Management
Colorado
$4K – – –
WWM
43
Wagner Wealth Management
South Carolina
$3K -$7.62K -165 -72%
CI
44
Cordant Inc
Oregon
$3K +$3K +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
– -$1.07M -17,434 Closed
RJA
49
Raymond James & Associates
Florida
– -$682K -11,133 Closed
Stifel Financial
50
Stifel Financial
Missouri
– -$342K -5,592 Closed
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