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Invesco Golden Dragon China ETF

43 hedge funds and large institutions have $25.9M invested in Invesco Golden Dragon China ETF in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

5% more funds holding

Funds holding: 4143 (+2)

1.51% less ownership

Funds ownership: 15.16%13.64% (-1.5%)

8% less capital invested

Capital invested by funds: $28.2M → $25.9M (-$2.26M)

27% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 11

Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7M +$2.13M +40,758 +44%
Wells Fargo
2
Wells Fargo
California
$3.18M -$109K -2,088 -3%
Jane Street
3
Jane Street
New York
$2.4M -$374K -7,170 -14%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.08M +$375K +7,184 +22%
UBS Group
5
UBS Group
Switzerland
$1.72M +$31.1K +596 +2%
Bank of America
6
Bank of America
North Carolina
$1.17M +$5.42K +104 +0.5%
LPL Financial
7
LPL Financial
California
$1.07M -$185K -3,541 -15%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$978K
TAM
9
Tocqueville Asset Management
New York
$766K -$12K -230 -2%
PCFFS
10
Pacific Center for Financial Services
California
$594K +$104 +2 +0%
Stifel Financial
11
Stifel Financial
Missouri
$386K -$19.7K -378 -5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$367K -$56.8K -1,089 -14%
RJA
13
Raymond James & Associates
Florida
$361K +$38.8K +744 +12%
MML Investors Services
14
MML Investors Services
Massachusetts
$360K -$21.3K -409 -6%
WAG
15
Winthrop Advisory Group
Massachusetts
$356K
First Manhattan
16
First Manhattan
New York
$311K +$156 +3 +0.1%
FEM
17
Fulcrum Equity Management
Texas
$295K +$292K +5,602 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$282K -$2.64M -50,595 -90%
VCM
19
Vivaldi Capital Management
Illinois
$237K
AIP
20
Ameritas Investment Partners
Nebraska
$227K
MIH
21
Meitav Investment House
Israel
$217K +$215K +4,115 New
Citadel Advisors
22
Citadel Advisors
Florida
$215K -$484K -9,283 -70%
FDCDDQ
23
Federation des caisses Desjardins du Quebec
Quebec, Canada
$214K
PCA
24
Personal Capital Advisors
California
$208K +$206K +3,948 New
Ameriprise
25
Ameriprise
Minnesota
$203K -$3.78M -72,515 -95%

PGJ Hedge Fund Activity: Q3 2020 in Review

43 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco Golden Dragon China ETF (PGJ) for Q3 2020, worth a combined $25.9M — down 8% from $28.2M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new PGJ positions and 2 closed out — a net gain of 2 holders — while 8 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.13M. The largest seller was Ameriprise, cutting an estimated $3.78M.

  • 43 institutional investors held Invesco Golden Dragon China ETF (PGJ) as of Q3 2020, up from 41 in Q2 2020.
  • Funds reported $25.9M of Invesco Golden Dragon China ETF stock for Q3 2020, down 8% quarter-over-quarter.
  • 4 funds opened new Invesco Golden Dragon China ETF positions in Q3 2020 and 2 closed out, a net change of +2 holders.
  • The largest Invesco Golden Dragon China ETF buyer in Q3 2020 was Morgan Stanley, an estimated $2.13M added.
  • The largest Invesco Golden Dragon China ETF seller in Q3 2020 was Ameriprise, an estimated $3.78M sold.

Based on aggregated 13F filings for Q3 2020.