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Invesco Golden Dragon China ETF
PGJ

41 hedge funds and large institutions have $85.9M invested in Invesco Golden Dragon China ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 12

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.46% less ownership

Funds ownership: 38.71% → 37.26% (-1.5%)

14% less call options, than puts

Call options by funds: $2.25M | Put options by funds: $2.6M

21% less funds holding

Funds holding: 52 → 41 (-11)

28% less capital invested

Capital invested by funds: $120M → $85.9M (-$33.9M)

73% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 15

Holders
41
Holders Change
-11
Holders Change %
-21.15%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
13
Reduced
12
Closed
15
Calls
$2.25M
Puts
$2.6M
Net Calls
-$353K
Net Calls Change
-$676K

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.25M
2
TRCT
Tower Research Capital (TRC)
New York
+$2.04M
3
IWM
IHT Wealth Management
Illinois
+$529K
4
Jane Street
Jane Street
New York
+$352K
5
KW
KWB Wealth
California
+$266K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$5.87M
2
PPW
Pasadena Private Wealth
California
-$3.1M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$1.43M
4
APW
Axim Planning & Wealth
Ohio
-$1.05M
5
Citadel Advisors
Citadel Advisors
Florida
-$951K
Name Holding Trade Value Shares
Change 		Change in
Stake
HBW
26
Hazlett, Burt & Watson
West Virginia
$20K – – –
GRP
27
Global Retirement Partners
California
$13K +$29 +1 +0.1%
National Bank of Canada
28
National Bank of Canada
Quebec, Canada
$12K +$11.8K +400 +533%
WCAMG
29
Woodard & Company Asset Management Group
North Carolina
$11K – – –
HNB
30
Huntington National Bank
Ohio
$10K – – –
GI
31
Gradient Investments
Minnesota
$7K – – –
APA
32
American Portfolios Advisors
New York
$6.8K – – –
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$6K -$2.94K -100 -29%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$5K -$969 -33 -15%
SPIA
35
Steward Partners Investment Advisory
New York
$5K – – –
BWA
36
BDO Wealth Advisors
Florida
$4K +$29 +1 +0.6%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$4K +$4.91K +167 New
IFAM
38
Institutional & Family Asset Management
Colorado
$3K – – –
William Blair & Company
39
William Blair & Company
Illinois
$3K – – –
WWMSC
40
Wagner Wealth Management (South Carolina)
South Carolina
$2K – – –
SWM
41
Spire Wealth Management
Virginia
$1K – – –
SWM
42
Stapp Wealth Management
Washington
$1K +$911 +31 New
PPW
43
Pasadena Private Wealth
California
– -$3.1M -95,173 Closed
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
– -$1.43M -43,468 Closed
Citadel Advisors
45
Citadel Advisors
Florida
– -$951K -29,180 Closed
MWM
46
Merriman Wealth Management
Washington
– -$732K -22,468 Closed
SWA
47
Stratos Wealth Advisors
Ohio
– -$580K -17,806 Closed
MMA
48
Miracle Mile Advisors
California
– -$342K -10,500 Closed
Goldman Sachs
49
Goldman Sachs
New York
– -$246K -7,555 Closed
WAG
50
Winthrop Advisory Group
Massachusetts
– -$220K -6,750 Closed
1
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PGJ Hedge Fund Activity: Q3 2022 in Review

41 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco Golden Dragon China ETF (PGJ) for Q3 2022, worth a combined $85.9M — down 28% from $120M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of PGJ and 4 opened new positions — a net loss of 11 holders — while 12 trimmed existing stakes and 13 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.25M. The largest seller was UBS Group, cutting an estimated $5.87M.

  • 41 institutional investors held Invesco Golden Dragon China ETF (PGJ) as of Q3 2022, down from 52 in Q2 2022.
  • Funds reported $85.9M of Invesco Golden Dragon China ETF stock for Q3 2022, down 28% quarter-over-quarter.
  • 4 funds opened new Invesco Golden Dragon China ETF positions in Q3 2022 and 15 closed out, a net change of -11 holders.
  • The largest Invesco Golden Dragon China ETF buyer in Q3 2022 was Susquehanna International Group, an estimated $2.25M added.
  • The largest Invesco Golden Dragon China ETF seller in Q3 2022 was UBS Group, an estimated $5.87M sold.

Based on aggregated 13F filings for Q3 2022.