Invesco Golden Dragon China ETF
51 hedge funds and large institutions have $52.5M invested in Invesco Golden Dragon China ETF in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 10 closing their positions.
60% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 10
11% more funds holding
Funds holding: 46 → 51 (+5)
3.89% more ownership
Funds ownership: 23.52% → 27.41% (+3.9%)
1% less capital invested
Capital invested by funds: $53.3M → $52.5M (-$772K)
39% less call options, than puts
Call options by funds: $518K | Put options by funds: $854K
42% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIM
Lingotto Investment Management
London,
United Kingdom
|
+$16.7M |
| 2 |
CCM
Cox Capital Management
Andover,
Massachusetts
|
+$1.69M |
| 3 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$1.1M |
| 4 |
SCM
Sterneck Capital Management
Kansas City,
Missouri
|
+$1M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$949K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$4.82M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$4.28M |
| 3 |
SF
Symphony Financial
Houston,
Texas
|
-$2.48M |
| 4 |
Morgan Stanley
New York
|
-$2.08M |
| 5 |
VF
Virtu Financial
New York
|
-$1.74M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WIM
51
Westside Investment Management
Santa Monica,
California
| $9 | – | – | – |
|
|
JMPWA
52
JP Morgan Private Wealth Advisors
San Francisco,
California
| – | -$4.82M | -114,236 | Closed |
|
|
VF
53
Virtu Financial
New York
| – | -$1.74M | -41,114 | Closed |
|
|
TRCT
54
Tower Research Capital (TRC)
New York
| – | -$900K | -21,328 | Closed |
|
55
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$126K | -2,981 | Closed |
|
56
Vontobel Holding
Zurich,
Switzerland
| – | -$51K | -1,200 | Closed |
|
|
GT
57
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$46K | -1,100 | Closed |
|
|
GRP
58
Global Retirement Partners
San Rafael,
California
| – | -$27K | -630 | Closed |
|
59
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$21K | -503 | Closed |
|
|
HFS
60
Hantz Financial Services
Southfield,
Michigan
| – | -$8K | -201 | Closed |
|
|
CI
61
Cordant Inc
Portland,
Oregon
| – | -$3K | -72 | Closed |
|
PGJ Hedge Fund Activity: Q4 2021 in Review
51 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Golden Dragon China ETF (PGJ) for Q4 2021, worth a combined $52.5M — down 1.4% from $53.3M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new PGJ positions and 10 closed out — a net gain of 6 holders — while 7 added to existing stakes and 12 trimmed.
The largest buyer was Lingotto Investment Management, opening a new position worth an estimated $16.7M. The largest seller was JP Morgan Private Wealth Advisors, exiting entirely with an estimated $4.82M sold.
- 51 institutional investors held Invesco Golden Dragon China ETF (PGJ) as of Q4 2021, up from 46 in Q3 2021.
- Funds reported $52.5M of Invesco Golden Dragon China ETF stock for Q4 2021, down 1.4% quarter-over-quarter.
- 16 funds opened new Invesco Golden Dragon China ETF positions in Q4 2021 and 10 closed out, a net change of +6 holders.
- The largest Invesco Golden Dragon China ETF buyer in Q4 2021 was Lingotto Investment Management, an estimated $16.7M added.
- The largest Invesco Golden Dragon China ETF seller in Q4 2021 was JP Morgan Private Wealth Advisors, an estimated $4.82M sold.
Based on aggregated 13F filings for Q4 2021.