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Invesco Golden Dragon China ETF
PGJ

51 hedge funds and large institutions have $52.5M invested in Invesco Golden Dragon China ETF in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

11% more funds holding

Funds holding: 46 → 51 (+5)

3.89% more ownership

Funds ownership: 23.52% → 27.41% (+3.9%)

1% less capital invested

Capital invested by funds: $53.3M → $52.5M (-$772K)

39% less call options, than puts

Call options by funds: $518K | Put options by funds: $854K

42% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 12

Holders
51
Holders Change
+5
Holders Change %
+10.87%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
7
Reduced
12
Closed
10
Calls
$518K
Puts
$854K
Net Calls
-$336K
Net Calls Change
+$504K

Top Buyers

Rank Fund Capital Flow
1
LIM
Lingotto Investment Management
United Kingdom
+$16.7M
2
CCM
Cox Capital Management
Massachusetts
+$1.69M
3
IWM
IHT Wealth Management
Illinois
+$1.1M
4
SCM
Sterneck Capital Management
Missouri
+$1M
5
Citadel Advisors
Citadel Advisors
Florida
+$949K

Top Sellers

Rank Fund Capital Flow
1
JMPWA
JP Morgan Private Wealth Advisors
California
-$4.82M
2
Wells Fargo
Wells Fargo
California
-$4.28M
3
SF
Symphony Financial
Texas
-$2.48M
4
Morgan Stanley
Morgan Stanley
New York
-$2.08M
5
VF
Virtu Financial
New York
-$1.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$280K +$18.2K +432 +6%
WW
27
Waterfront Wealth
Kansas
$265K +$305K +7,250 New
Goldman Sachs
28
Goldman Sachs
New York
$254K +$293K +6,964 New
WAG
29
Winthrop Advisory Group
Massachusetts
$246K – – –
BHWM
30
Beaird Harris Wealth Management
Texas
$228K +$262K +6,235 New
First Manhattan
31
First Manhattan
New York
$215K – – –
AIP
32
Ameritas Investment Partners
Nebraska
$157K – – –
FDCDDQ
33
Federation des caisses Desjardins du Quebec
Quebec, Canada
$147K -$13.1K -312 -7%
Osaic Holdings
34
Osaic Holdings
Arizona
$82K -$15.7K -372 -14%
Barclays
35
Barclays
United Kingdom
$36K +$42.1K +1,000 New
AWM
36
Activest Wealth Management
Florida
$30K +$34.4K +817 New
Fidelity Investments
37
Fidelity Investments
Massachusetts
$26K -$42 -1 -0.1%
PFGIA
38
Patriot Financial Group Insurance Agency
Massachusetts
$20K – – –
APA
39
American Portfolios Advisors
New York
$13.2K -$20.2K -480 -57%
IA
40
IFP Advisors
Florida
$12K – – –
GI
41
Gradient Investments
Minnesota
$10K – – –
TCOV
42
Trust Company of Vermont
Vermont
$9K +$10.5K +250 New
SPIA
43
Steward Partners Investment Advisory
New York
$7K – – –
BWA
44
BDO Wealth Advisors
Florida
$6K – – –
SBL
45
Sargent Bickham Lagudis
Colorado
$6K – – –
IFAM
46
Institutional & Family Asset Management
Colorado
$4K – – –
William Blair & Company
47
William Blair & Company
Illinois
$4K – – –
National Bank of Canada
48
National Bank of Canada
Quebec, Canada
$3K +$3.15K +75 New
SWM
49
Spire Wealth Management
Virginia
$2K – – –
WWMSC
50
Wagner Wealth Management (South Carolina)
South Carolina
$2K – – –
1
2
3

PGJ Hedge Fund Activity: Q4 2021 in Review

51 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Golden Dragon China ETF (PGJ) for Q4 2021, worth a combined $52.5M — down 1.4% from $53.3M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PGJ positions and 10 closed out — a net gain of 6 holders — while 7 added to existing stakes and 12 trimmed.

The largest buyer was Lingotto Investment Management, opening a new position worth an estimated $16.7M. The largest seller was JP Morgan Private Wealth Advisors, exiting entirely with an estimated $4.82M sold.

  • 51 institutional investors held Invesco Golden Dragon China ETF (PGJ) as of Q4 2021, up from 46 in Q3 2021.
  • Funds reported $52.5M of Invesco Golden Dragon China ETF stock for Q4 2021, down 1.4% quarter-over-quarter.
  • 16 funds opened new Invesco Golden Dragon China ETF positions in Q4 2021 and 10 closed out, a net change of +6 holders.
  • The largest Invesco Golden Dragon China ETF buyer in Q4 2021 was Lingotto Investment Management, an estimated $16.7M added.
  • The largest Invesco Golden Dragon China ETF seller in Q4 2021 was JP Morgan Private Wealth Advisors, an estimated $4.82M sold.

Based on aggregated 13F filings for Q4 2021.