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Invesco Golden Dragon China ETF

48 hedge funds and large institutions have $29.1M invested in Invesco Golden Dragon China ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

2% more funds holding

Funds holding: 4748 (+1)

4.66% less ownership

Funds ownership: 21.13%16.47% (-4.7%)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

39% less capital invested

Capital invested by funds: $47.9M → $29.1M (-$18.8M)

Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
17
Closed
5
Calls
$847K
Puts
Net Calls
+$847K
Net Calls Change
+$426K
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
26
William Blair & Company
Illinois
$81.2K +$5.37K +200 +7%
MIH
27
Meitav Investment House
Israel
$69.8K +$70.9K +2,640 New
Osaic Holdings
28
Osaic Holdings
Arizona
$49.6K -$4.92K -183 -9%
SIC
29
Salem Investment Counselors
North Carolina
$41.5K -$1.26K -47 -3%
Citigroup
30
Citigroup
New York
$40.2K +$16.9K +629 +71%
HFM
31
Harvest Fund Management
China
$32K -$651K -24,232 -95%
GRP
32
Global Retirement Partners
California
$23.6K
HBW
33
Hazlett, Burt & Watson
West Virginia
$21K
IA
34
IFP Advisors
Florida
$15K -$27 -1 -0.2%
National Bank of Canada
35
National Bank of Canada
Quebec, Canada
$10.7K -$2.02K -75 -16%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$9.56K -$161 -6 -2%
GI
37
Gradient Investments
Minnesota
$6.95K
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$6.18K
SPIA
39
Steward Partners Investment Advisory
New York
$5.33K
KM
40
Kalos Management
Georgia
$4.93K
US Bancorp
41
US Bancorp
Minnesota
$4.45K -$163K -6,063 -97%
BWA
42
BDO Wealth Advisors
Florida
$4.19K
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$2.92K +$2.69K +100 New
IFAM
44
Institutional & Family Asset Management
Colorado
$2.86K +$27 +1 +0.9%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$2K +$2.28K +85 New
SWM
46
Spire Wealth Management
Virginia
$1.37K
NA
47
NewEdge Advisors
Louisiana
$323
OP
48
ORG Partners
Indiana
$26 +$27 +1 New
PAG
49
Private Advisor Group
New Jersey
-$3.16M -106,305 Closed
VF
50
Virtu Financial
New York
-$2.26M -76,208 Closed

PGJ Hedge Fund Activity: Q2 2023 in Review

48 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco Golden Dragon China ETF (PGJ) for Q2 2023, worth a combined $29.1M — down 39% from $47.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PGJ positions and 5 closed out — a net gain of 1 holder — while 14 added to existing stakes and 17 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $887K. The largest seller was Credit Suisse, cutting an estimated $7.12M.

  • 48 institutional investors held Invesco Golden Dragon China ETF (PGJ) as of Q2 2023, up from 47 in Q1 2023.
  • Funds reported $29.1M of Invesco Golden Dragon China ETF stock for Q2 2023, down 39% quarter-over-quarter.
  • 6 funds opened new Invesco Golden Dragon China ETF positions in Q2 2023 and 5 closed out, a net change of +1 holder.
  • The largest Invesco Golden Dragon China ETF buyer in Q2 2023 was Jane Street, an estimated $887K added.
  • The largest Invesco Golden Dragon China ETF seller in Q2 2023 was Credit Suisse, an estimated $7.12M sold.

Based on aggregated 13F filings for Q2 2023.