Invesco Golden Dragon China ETF
55 hedge funds and large institutions have $49M invested in Invesco Golden Dragon China ETF in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 8 closing their positions.
220% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 5
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
60% more capital invested
Capital invested by funds: $30.6M → $49M (+$18.3M)
10% more funds holding
Funds holding: 50 → 55 (+5)
4.67% more ownership
Funds ownership: 12.55% → 17.22% (+4.7%)
70% less call options, than puts
Call options by funds: $1.77M | Put options by funds: $5.99M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Mainstay Capital Management
Grand Blanc,
Michigan
|
+$14.2M |
| 2 |
Jane Street
New York
|
+$3.39M |
| 3 |
Morgan Stanley
New York
|
+$1.61M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$884K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$780K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.38M |
| 2 |
MIH
Meitav Investment House
Bene-Beraq,
Israel
|
-$283K |
| 3 |
PCA
Personal Capital Advisors
Redwood City,
California
|
-$252K |
| 4 |
RRWA
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
-$202K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$123K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WWMSC
51
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $4K | +$4.71K | +65 | New |
|
|
HI
52
Harbour Investments
Madison,
Wisconsin
| $4K | +$5.08K | +70 | New |
|
|
SWM
53
Spire Wealth Management
Mclean,
Virginia
| $3K | +$3.7K | +51 | New |
|
|
MF
54
Manchester Financial
Westlake Village,
California
| $1K | +$1.09K | +15 | New |
|
|
WIM
55
Westside Investment Management
Santa Monica,
California
| $17 | – | – | – |
|
|
MIH
56
Meitav Investment House
Bene-Beraq,
Israel
| – | -$283K | -4,435 | Closed |
|
|
PCA
57
Personal Capital Advisors
Redwood City,
California
| – | -$252K | -3,948 | Closed |
|
|
RRWA
58
Rainey & Randall Wealth Advisors
Celebration,
Florida
| – | -$202K | -3,177 | Closed |
|
|
BAM
59
Belpointe Asset Management
Reno,
Nevada
| – | -$103K | -1,619 | Closed |
|
|
EWA
60
EP Wealth Advisors
Torrance,
California
| – | -$102K | -1,600 | Closed |
|
61
Simplex Trading
Chicago,
Illinois
| – | -$62K | -973 | Closed |
|
62
JP Morgan Chase
New York
| – | -$13K | -200 | Closed |
|
63
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$5K | -82 | Closed |
|
PGJ Hedge Fund Activity: Q1 2021 in Review
55 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Invesco Golden Dragon China ETF (PGJ) for Q1 2021, worth a combined $49M — up 60% from $30.6M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new PGJ positions and 8 closed out — a net gain of 5 holders — while 16 added to existing stakes and 5 trimmed.
The largest buyer was Mainstay Capital Management, opening a new position worth an estimated $14.2M. The largest seller was UBS Group, cutting an estimated $1.38M.
- 55 institutional investors held Invesco Golden Dragon China ETF (PGJ) as of Q1 2021, up from 50 in Q4 2020.
- Funds reported $49M of Invesco Golden Dragon China ETF stock for Q1 2021, up 60% quarter-over-quarter.
- 13 funds opened new Invesco Golden Dragon China ETF positions in Q1 2021 and 8 closed out, a net change of +5 holders.
- The largest Invesco Golden Dragon China ETF buyer in Q1 2021 was Mainstay Capital Management, an estimated $14.2M added.
- The largest Invesco Golden Dragon China ETF seller in Q1 2021 was UBS Group, an estimated $1.38M sold.
Based on aggregated 13F filings for Q1 2021.