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Invesco Golden Dragon China ETF

47 hedge funds and large institutions have $27.5M invested in Invesco Golden Dragon China ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.21% more ownership

Funds ownership: 16.88%18.09% (+1.2%)

3% more capital invested

Capital invested by funds: $26.7M → $27.5M (+$718K)

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

6% less funds holding

Funds holding: 5047 (-3)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
47
Holders Change
-3
Holders Change %
-6%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
12
Reduced
12
Closed
11
Calls
$361K
Puts
Net Calls
+$361K
Net Calls Change
+$715K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$111K -$132K -5,468 -55%
RIA
27
Realta Investment Advisors
Delaware
$104K +$102K +4,240 New
CIBC Private Wealth Group
28
CIBC Private Wealth Group
Georgia
$101K +$97.4K +4,035 New
William Blair & Company
29
William Blair & Company
Illinois
$75K
MWM
30
MGB Wealth Management
Texas
$73.7K +$72.4K +3,000 New
HFM
31
Harvest Fund Management
China
$49K +$6.64K +275 +16%
Osaic Holdings
32
Osaic Holdings
Arizona
$40.1K -$25.2K -1,042 -39%
SIC
33
Salem Investment Counselors
North Carolina
$35.9K
GRP
34
Global Retirement Partners
California
$27.4K
HBW
35
Hazlett, Burt & Watson
West Virginia
$19K
National Bank of Canada
36
National Bank of Canada
Quebec, Canada
$10.6K
IA
37
IFP Advisors
Florida
$8.9K
MSG
38
Main Street Group
Virginia
$8.79K
JP Morgan Chase
39
JP Morgan Chase
New York
$5.75K -$27.4K -1,136 -83%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$5.7K
Fidelity Investments
41
Fidelity Investments
Massachusetts
$5.61K +$990 +41 +22%
MIA
42
MeadowBrook Investment Advisors
Michigan
$5.16K -$966 -40 -16%
SPIA
43
Steward Partners Investment Advisory
New York
$4.92K
VL
44
Vima LLC
Michigan
$4.19K +$3.38K +140 +14,000%
SWM
45
Spire Wealth Management
Virginia
$1.26K
NA
46
NewEdge Advisors
Louisiana
$305
PCMC
47
Planning Capital Management Corporation
Pennsylvania
$246 +$241 +10 New
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
-$1.83M -75,841 Closed
Ameriprise
49
Ameriprise
Minnesota
-$1.19M -45,608 Closed
GEM
50
Global Endowment Management
North Carolina
-$911K -35,000 Closed

PGJ Hedge Fund Activity: Q1 2024 in Review

47 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco Golden Dragon China ETF (PGJ) for Q1 2024, worth a combined $27.5M — up 2.7% from $26.7M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of PGJ and 8 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 12 added.

The largest buyer was Credit Suisse, opening a new position worth an estimated $10.1M. The largest seller was Morgan Stanley, cutting an estimated $2.52M.

  • 47 institutional investors held Invesco Golden Dragon China ETF (PGJ) as of Q1 2024, down from 50 in Q4 2023.
  • Funds reported $27.5M of Invesco Golden Dragon China ETF stock for Q1 2024, up 2.7% quarter-over-quarter.
  • 8 funds opened new Invesco Golden Dragon China ETF positions in Q1 2024 and 11 closed out, a net change of -3 holders.
  • The largest Invesco Golden Dragon China ETF buyer in Q1 2024 was Credit Suisse, an estimated $10.1M added.
  • The largest Invesco Golden Dragon China ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.52M sold.

Based on aggregated 13F filings for Q1 2024.