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Invesco Golden Dragon China ETF
PGJ

52 hedge funds and large institutions have $120M invested in Invesco Golden Dragon China ETF in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more capital invested

Capital invested by funds: $82.5M → $120M (+$37.3M)

17% more call options, than puts

Call options by funds: $2.25M | Put options by funds: $1.93M

4.46% more ownership

Funds ownership: 34.25% → 38.71% (+4.5%)

2% more funds holding

Funds holding: 51 → 52 (+1)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

Holders
52
Holders Change
+1
Holders Change %
+1.96%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
12
Reduced
12
Closed
12
Calls
$2.25M
Puts
$1.93M
Net Calls
+$323K
Net Calls Change
-$366K

Top Buyers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
+$4.66M
2
PPW
Pasadena Private Wealth
California
+$2.69M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.23M
4
IWM
IHT Wealth Management
Illinois
+$792K
5
Jane Street
Jane Street
New York
+$640K

Top Sellers

Rank Fund Capital Flow
1
CA
Cetera Advisors
Colorado
-$32.7M
2
GEM
Global Endowment Management
North Carolina
-$791K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$738K
4
Morgan Stanley
Morgan Stanley
New York
-$728K
5
Barclays
Barclays
United Kingdom
-$507K
Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
26
Winthrop Advisory Group
Massachusetts
$220K +$191K +6,750 New
Stifel Financial
27
Stifel Financial
Missouri
$211K +$183K +6,472 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$169K -$58.3K -2,064 -28%
TRCT
29
Tower Research Capital (TRC)
New York
$159K +$121K +4,273 +700%
FDCDDQ
30
Federation des caisses Desjardins du Quebec
Quebec, Canada
$157K – – –
IA
31
IFP Advisors
Florida
$83K – – –
Osaic Holdings
32
Osaic Holdings
Arizona
$70K -$5.42K -192 -8%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$33K -$66.3K -2,347 -70%
HBW
34
Hazlett, Burt & Watson
West Virginia
$25K – – –
GRP
35
Global Retirement Partners
California
$23K – – –
PFGIA
36
Patriot Financial Group Insurance Agency
Massachusetts
$18K – – –
WCAMG
37
Woodard & Company Asset Management Group
North Carolina
$14K +$12.3K +436 New
HNB
38
Huntington National Bank
Ohio
$13K – – –
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$11K -$2.82K -100 -22%
GI
40
Gradient Investments
Minnesota
$9K – – –
PA
41
Parallel Advisors
California
$9K +$7.76K +275 New
APA
42
American Portfolios Advisors
New York
$8.73K -$2.68K -95 -26%
TCOV
43
Trust Company of Vermont
Vermont
$8K +$7.06K +250 New
Fidelity Investments
44
Fidelity Investments
Massachusetts
$7K -$21.7K -767 -78%
SPIA
45
Steward Partners Investment Advisory
New York
$7K – – –
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$6K +$5.25K +186 New
BWA
47
BDO Wealth Advisors
Florida
$5K – – –
SBL
48
Sargent Bickham Lagudis
Colorado
$5K – – –
William Blair & Company
49
William Blair & Company
Illinois
$3K – – –
IFAM
50
Institutional & Family Asset Management
Colorado
$3K +$28 +1 +0.9%
1
2
3

PGJ Hedge Fund Activity: Q2 2022 in Review

52 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco Golden Dragon China ETF (PGJ) for Q2 2022, worth a combined $120M — up 45% from $82.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PGJ positions and 12 closed out — a net gain of 1 holder — while 12 added to existing stakes and 12 trimmed.

The largest buyer was Credit Suisse, adding an estimated $4.66M. The largest seller was Cetera Advisors, exiting entirely with an estimated $32.7M sold.

  • 52 institutional investors held Invesco Golden Dragon China ETF (PGJ) as of Q2 2022, up from 51 in Q1 2022.
  • Funds reported $120M of Invesco Golden Dragon China ETF stock for Q2 2022, up 45% quarter-over-quarter.
  • 13 funds opened new Invesco Golden Dragon China ETF positions in Q2 2022 and 12 closed out, a net change of +1 holder.
  • The largest Invesco Golden Dragon China ETF buyer in Q2 2022 was Credit Suisse, an estimated $4.66M added.
  • The largest Invesco Golden Dragon China ETF seller in Q2 2022 was Cetera Advisors, an estimated $32.7M sold.

Based on aggregated 13F filings for Q2 2022.