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Invesco Golden Dragon China ETF

34 hedge funds and large institutions have $27.7M invested in Invesco Golden Dragon China ETF in 2016 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.09% less ownership

Funds ownership: 20.33%17.25% (-3.1%)

8% less funds holding

Funds holding: 3734 (-3)

28% less capital invested

Capital invested by funds: $38.3M → $27.7M (-$10.6M)

43% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 14

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $6K

Holders
34
Holders Change
-3
Holders Change %
-8.11%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
14
Closed
5
Calls
Puts
$6K
Net Calls
-$6K
Net Calls Change
-$6K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$4.19M -$296K -10,300 -7%
Wells Fargo
2
Wells Fargo
California
$3.9M -$5.78M -201,452 -61%
LPL Financial
3
LPL Financial
California
$3.5M -$211K -7,360 -6%
Morgan Stanley
4
Morgan Stanley
New York
$3.11M -$714K -24,862 -19%
Jane Street
5
Jane Street
New York
$1.85M +$1.15M +40,011 +186%
TAM
6
Tocqueville Asset Management
New York
$1.57M -$17.2K -600 -1%
UOC
7
UBS O'Connor
Illinois
$1.5M -$1.87M -65,000 -57%
Bank of America
8
Bank of America
North Carolina
$1.35M -$143K -4,972 -10%
Citadel Advisors
9
Citadel Advisors
Florida
$1.22M +$975K +33,982 +517%
OMC
10
Old Mission Capital
Illinois
$853K +$558K +19,457 +217%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$813K -$18.1K -631 -2%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$708K +$287K +10,009 +74%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$509K
DR
14
Davis Rea
Ontario, Canada
$496K -$600K -20,895 -56%
Ameriprise
15
Ameriprise
Minnesota
$460K -$14.5K -505 -3%
UBS Group
16
UBS Group
Switzerland
$369K +$545 +19 +0.2%
VKH
17
Virtu KCG Holdings
New York
$366K +$350K +12,194 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$254K +$202K +7,028 +494%
First Manhattan
19
First Manhattan
New York
$169K
MWP
20
MYCIO Wealth Partners
Pennsylvania
$90K
Citigroup
21
Citigroup
New York
$65K +$316 +11 +0.5%
CFA
22
CT Financial Advisors
Pennsylvania
$61.3K
GAM
23
Gemmer Asset Management
California
$55K
Creative Planning
24
Creative Planning
Kansas
$40K -$14.4K -500 -27%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$36K +$1.44K +50 +4%

PGJ Hedge Fund Activity: Q1 2016 in Review

34 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Invesco Golden Dragon China ETF (PGJ) for Q1 2016, worth a combined $27.7M — down 28% from $38.3M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of PGJ and 2 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 8 added.

The largest buyer was Jane Street, adding an estimated $1.15M. The largest seller was Wells Fargo, cutting an estimated $5.78M.

  • 34 institutional investors held Invesco Golden Dragon China ETF (PGJ) as of Q1 2016, down from 37 in Q4 2015.
  • Funds reported $27.7M of Invesco Golden Dragon China ETF stock for Q1 2016, down 28% quarter-over-quarter.
  • 2 funds opened new Invesco Golden Dragon China ETF positions in Q1 2016 and 5 closed out, a net change of -3 holders.
  • The largest Invesco Golden Dragon China ETF buyer in Q1 2016 was Jane Street, an estimated $1.15M added.
  • The largest Invesco Golden Dragon China ETF seller in Q1 2016 was Wells Fargo, an estimated $5.78M sold.

Based on aggregated 13F filings for Q1 2016.