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Invesco Golden Dragon China ETF
PGJ

Overview Fund Activity

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
Holders
51
Holders Change
+5
Holders Change %
+10.87%
% of All Funds
0.79%
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

1
LIM
1
Lingotto Investment Management
United Kingdom
$10.9M
2
CCM
2
Cox Capital Management
Massachusetts
$1.47M
3
IWM
3
IHT Wealth Management
Illinois
$1.14M
4
SCM
4
Sterneck Capital Management
Missouri
$870K
5
Citadel Advisors
5
Citadel Advisors
Florida
$823K

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$0
2
Wells Fargo
2
Wells Fargo
California
$518K
3
SF
3
Symphony Financial
Texas
$503K
4
Morgan Stanley
4
Morgan Stanley
New York
$9.29M
5
VF
5
Virtu Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$280K +$15.7K +432 +6%
WW
27
Waterfront Wealth
Kansas
$265K +$265K +7,250 New
Goldman Sachs
28
Goldman Sachs
New York
$254K +$254K +6,964 New
WAG
29
Winthrop Advisory Group
Massachusetts
$246K – – –
BHWM
30
Beaird Harris Wealth Management
Texas
$228K +$228K +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 -$11.4K -312 -7%
Osaic Holdings
34
Osaic Holdings
Arizona
$82K -$13.5K -372 -14%
Barclays
35
Barclays
United Kingdom
$36K +$36K +1,000 New
AWM
36
Activest Wealth Management
Florida
$30K +$30K +817 New
Fidelity Investments
37
Fidelity Investments
Massachusetts
$26K -$36 -1 -0.1%
PFGIA
38
Patriot Financial Group Insurance Agency
Massachusetts
$20K – – –
APA
39
American Portfolios Advisors
New York
$13.2K -$17.5K -480 -57%
IA
40
IFP Advisors
Florida
$12K – – –
GI
41
Gradient Investments
Minnesota
$10K – – –
TCOV
42
Trust Company of Vermont
Vermont
$9K +$9K +250 New
SPIA
43
Steward Partners Investment Advisory
New York
$7K – – –
SBL
44
Sargent Bickham Lagudis
Colorado
$6K – – –
BWA
45
BDO Wealth Advisors
Florida
$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 +$3K +75 New
SWM
49
Spire Wealth Management
Virginia
$2K – – –
WWM
50
Wagner Wealth Management
South Carolina
$2K – – –
1
2
3