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Invesco Golden Dragon China ETF

50 hedge funds and large institutions have $26.7M invested in Invesco Golden Dragon China ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

34% more capital invested

Capital invested by funds: $20M → $26.7M (+$6.72M)

9% more funds holding

Funds holding: 4650 (+4)

5.01% more ownership

Funds ownership: 11.87%16.88% (+5%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $354K

Holders
50
Holders Change
+4
Holders Change %
+8.7%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
18
Reduced
11
Closed
5
Calls
Puts
$354K
Net Calls
-$354K
Net Calls Change
-$395K
Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
26
Pacific Center for Financial Services
California
$132K
FDCDDQ
27
Federation des caisses Desjardins du Quebec
Quebec, Canada
$115K -$10.4K -403 -8%
TRCT
28
Tower Research Capital (TRC)
New York
$80K +$72.7K +2,809 +1,068%
William Blair & Company
29
William Blair & Company
Illinois
$79.4K
Osaic Holdings
30
Osaic Holdings
Arizona
$69.5K +$13.2K +510 +24%
HFM
31
Harvest Fund Management
China
$38K -$70.4K -2,721 -61%
SIC
32
Salem Investment Counselors
North Carolina
$38K -$2.59K -100 -6%
JP Morgan Chase
33
JP Morgan Chase
New York
$35.7K -$33.6K -1,300 -49%
GRP
34
Global Retirement Partners
California
$25.6K +$5.85K +226 +25%
HBW
35
Hazlett, Burt & Watson
West Virginia
$20K
Simplex Trading
36
Simplex Trading
Illinois
$13K +$13.5K +523 New
ASN
37
Advisory Services Network
Georgia
$11.5K +$11.4K +440 New
National Bank of Canada
38
National Bank of Canada
Quebec, Canada
$10K
IA
39
IFP Advisors
Florida
$9.43K
MSG
40
Main Street Group
Virginia
$9.11K +$9.05K +350 New
GI
41
Gradient Investments
Minnesota
$6.79K
MIA
42
MeadowBrook Investment Advisors
Michigan
$6.51K +$6.47K +250 New
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$6.04K
SPIA
44
Steward Partners Investment Advisory
New York
$5.21K
Fidelity Investments
45
Fidelity Investments
Massachusetts
$4.87K -$4.5K -174 -48%
AEPWM
46
Atlantic Edge Private Wealth Management
Florida
$4.18K +$4.14K +160 New
VL
47
Vima LLC
Michigan
$3.15K +$26 +1 New
IFAM
48
Institutional & Family Asset Management
Colorado
$2.86K +$52 +2 +2%
SWM
49
Spire Wealth Management
Virginia
$1.44K
NA
50
NewEdge Advisors
Louisiana
$323

PGJ Hedge Fund Activity: Q4 2023 in Review

50 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco Golden Dragon China ETF (PGJ) for Q4 2023, worth a combined $26.7M — up 34% from $20M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PGJ positions and 5 closed out — a net gain of 4 holders — while 18 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.99M. The largest seller was Citadel Advisors, exiting entirely with an estimated $514K sold.

  • 50 institutional investors held Invesco Golden Dragon China ETF (PGJ) as of Q4 2023, up from 46 in Q3 2023.
  • Funds reported $26.7M of Invesco Golden Dragon China ETF stock for Q4 2023, up 34% quarter-over-quarter.
  • 9 funds opened new Invesco Golden Dragon China ETF positions in Q4 2023 and 5 closed out, a net change of +4 holders.
  • The largest Invesco Golden Dragon China ETF buyer in Q4 2023 was Morgan Stanley, an estimated $2.99M added.
  • The largest Invesco Golden Dragon China ETF seller in Q4 2023 was Citadel Advisors, an estimated $514K sold.

Based on aggregated 13F filings for Q4 2023.