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Invesco Golden Dragon China ETF
PGJ

46 hedge funds and large institutions have $20M invested in Invesco Golden Dragon China ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $73K | Put options by funds: $32K

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

4% less funds holding

Funds holding: 48 → 46 (-2)

4.6% less ownership

Funds ownership: 16.47% → 11.87% (-4.6%)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

31% less capital invested

Capital invested by funds: $29.1M → $20M (-$9.11M)

Holders
46
Holders Change
-2
Holders Change %
-4.17%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
13
Reduced
14
Closed
6
Calls
$73K
Puts
$32K
Net Calls
+$41K
Net Calls Change
-$806K

Top Buyers

Rank Fund Capital Flow
1
GEM
Global Endowment Management
North Carolina
+$991K
2
VF
Virtu Financial
New York
+$953K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$456K
4
IWM
IHT Wealth Management
Illinois
+$257K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$247K

Top Sellers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
-$7.08M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.33M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$1.02M
4
Jane Street
Jane Street
New York
-$880K
5
TRCT
Tower Research Capital (TRC)
New York
-$579K
Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
26
Harvest Fund Management
China
$120K +$91.4K +3,227 +269%
William Blair & Company
27
William Blair & Company
Illinois
$82.5K – – –
JP Morgan Chase
28
JP Morgan Chase
New York
$72.3K +$75.6K +2,670 New
Osaic Holdings
29
Osaic Holdings
Arizona
$58.5K +$8.41K +297 +16%
SIC
30
Salem Investment Counselors
North Carolina
$42.2K – – –
US Bancorp
31
US Bancorp
Minnesota
$24.1K +$20.5K +725 +434%
GRP
32
Global Retirement Partners
California
$23.2K +$28 +1 +0.1%
HBW
33
Hazlett, Burt & Watson
West Virginia
$21K – – –
National Bank of Canada
34
National Bank of Canada
Quebec, Canada
$10.7K – – –
IA
35
IFP Advisors
Florida
$9.8K -$5.66K -200 -36%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$9.77K +$57 +2 +0.6%
TRCT
37
Tower Research Capital (TRC)
New York
$7.12K -$579K -20,445 -99%
GI
38
Gradient Investments
Minnesota
$7.06K – – –
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$6.28K – – –
SPIA
40
Steward Partners Investment Advisory
New York
$5.41K – – –
IFAM
41
Institutional & Family Asset Management
Colorado
$2.93K – – –
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$2.81K – – –
HWP
43
Hibernia Wealth Partners
Louisiana
$2.28K +$2.38K +84 New
SWM
44
Spire Wealth Management
Virginia
$1.39K – – –
NA
45
NewEdge Advisors
Louisiana
$330 – – –
CS
46
Credit Suisse
Switzerland
– -$7.08M -266,000 Closed
Jane Street
47
Jane Street
New York
– -$880K -33,027 Closed
LP
48
LGL Partners
Pennsylvania
– -$337K -12,665 Closed
MIH
49
Meitav Investment House
Israel
– -$69.8K -2,640 Closed
KM
50
Kalos Management
Georgia
– -$4.93K -185 Closed
1
2
3

PGJ Hedge Fund Activity: Q3 2023 in Review

46 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco Golden Dragon China ETF (PGJ) for Q3 2023, worth a combined $20M — down 31% from $29.1M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of PGJ and 5 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 13 added.

The largest buyer was Global Endowment Management, opening a new position worth an estimated $991K. The largest seller was Credit Suisse, exiting entirely with an estimated $7.08M sold.

  • 46 institutional investors held Invesco Golden Dragon China ETF (PGJ) as of Q3 2023, down from 48 in Q2 2023.
  • Funds reported $20M of Invesco Golden Dragon China ETF stock for Q3 2023, down 31% quarter-over-quarter.
  • 5 funds opened new Invesco Golden Dragon China ETF positions in Q3 2023 and 6 closed out, a net change of -1 holder.
  • The largest Invesco Golden Dragon China ETF buyer in Q3 2023 was Global Endowment Management, an estimated $991K added.
  • The largest Invesco Golden Dragon China ETF seller in Q3 2023 was Credit Suisse, an estimated $7.08M sold.

Based on aggregated 13F filings for Q3 2023.