Invesco Golden Dragon China ETF
47 hedge funds and large institutions have $47.9M invested in Invesco Golden Dragon China ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 7 closing their positions.
71% more call options, than puts
Call options by funds: $1.01M | Put options by funds: $594K
8% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 13
2% less funds holding
Funds holding: 48 → 47 (-1)
4.47% less ownership
Funds ownership: 25.6% → 21.13% (-4.5%)
13% less capital invested
Capital invested by funds: $54.8M → $47.9M (-$6.93M)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$3.23M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$2.28M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.27M |
| 4 |
VF
Virtu Financial
New York
|
+$2.08M |
| 5 |
Morgan Stanley
New York
|
+$1.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIM
Lingotto Investment Management
London,
United Kingdom
|
-$10.9M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$7.12M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$3.16M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.24M |
| 5 |
APW
Axim Planning & Wealth
Springboro,
Ohio
|
-$728K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BF
51
BOK Financial
Tulsa,
Oklahoma
| – | -$463K | -16,925 | Closed |
|
|
AWM
52
Activest Wealth Management
Aventure,
Florida
| – | -$34.6K | -1,265 | Closed |
|
53
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$6.83K | -250 | Closed |
|
54
Rockefeller Capital Management
New York
| – | -$4K | -167 | Closed |
|
|
WWMSC
55
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| – | -$1.78K | -65 | Closed |
|
PGJ Hedge Fund Activity: Q1 2023 in Review
47 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco Golden Dragon China ETF (PGJ) for Q1 2023, worth a combined $47.9M — down 13% from $54.8M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of PGJ and 6 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 14 added.
The largest buyer was Private Advisor Group, opening a new position worth an estimated $3.23M. The largest seller was Lingotto Investment Management, exiting entirely with an estimated $10.9M sold.
- 47 institutional investors held Invesco Golden Dragon China ETF (PGJ) as of Q1 2023, down from 48 in Q4 2022.
- Funds reported $47.9M of Invesco Golden Dragon China ETF stock for Q1 2023, down 13% quarter-over-quarter.
- 6 funds opened new Invesco Golden Dragon China ETF positions in Q1 2023 and 7 closed out, a net change of -1 holder.
- The largest Invesco Golden Dragon China ETF buyer in Q1 2023 was Private Advisor Group, an estimated $3.23M added.
- The largest Invesco Golden Dragon China ETF seller in Q1 2023 was Lingotto Investment Management, an estimated $10.9M sold.
Based on aggregated 13F filings for Q1 2023.