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Invesco Golden Dragon China ETF

51 hedge funds and large institutions have $82.5M invested in Invesco Golden Dragon China ETF in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more call options, than puts

Call options by funds: $1.25M | Put options by funds: $556K

113% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 8

57% more capital invested

Capital invested by funds: $52.5M → $82.5M (+$29.9M)

6.84% more ownership

Funds ownership: 27.41%34.25% (+6.8%)

0% more funds holding

Funds holding: 5151 (0)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

Holders
51
Holders Change
Holders Change %
0%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
17
Reduced
8
Closed
13
Calls
$1.25M
Puts
$556K
Net Calls
+$689K
Net Calls Change
+$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1
Cetera Advisors
Colorado
$32.7M +$36.7M +1,127,220 New
CS
2
Credit Suisse
Switzerland
$17.4M +$9.75M +300,000 +100%
UBS Group
3
UBS Group
Switzerland
$11.3M +$11.3M +346,174 +811%
Morgan Stanley
4
Morgan Stanley
New York
$3.17M -$4.73M -145,346 -57%
TWC
5
TD Waterhouse Canada
Ontario, Canada
$2.91M +$206K +6,327 +8%
US Bancorp
6
US Bancorp
Minnesota
$2.14M +$2.4M +73,938 New
Wells Fargo
7
Wells Fargo
California
$1.63M +$1.36M +41,887 +295%
IWM
8
IHT Wealth Management
Illinois
$1.12M +$242K +7,455 +24%
Ameriprise
9
Ameriprise
Minnesota
$1M +$99.1K +3,047 +10%
Citadel Advisors
10
Citadel Advisors
Florida
$866K +$239K +7,349 +33%
GEM
11
Global Endowment Management
North Carolina
$791K +$888K +27,300 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$758K -$280K -8,600 -25%
RJA
13
Raymond James & Associates
Florida
$627K +$1.92K +59 +0.3%
Bank of America
14
Bank of America
North Carolina
$605K +$54.6K +1,680 +9%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$557K -$64.6K -1,986 -9%
Barclays
16
Barclays
United Kingdom
$507K +$537K +16,500 +1,650%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$461K +$45.2K +1,390 +10%
Citigroup
18
Citigroup
New York
$419K +$48.2K +1,481 +11%
TAM
19
Tocqueville Asset Management
New York
$394K
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$310K +$315K +9,700 New
MMA
21
Miracle Mile Advisors
California
$304K +$341K +10,500 New
Jane Street
22
Jane Street
New York
$302K -$442K -13,602 -57%
LPL Financial
23
LPL Financial
California
$295K -$226K -6,945 -41%
WW
24
Waterfront Wealth
Kansas
$293K +$89.4K +2,750 +38%
PCFFS
25
Pacific Center for Financial Services
California
$220K -$119K -3,671 -33%

PGJ Hedge Fund Activity: Q1 2022 in Review

51 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco Golden Dragon China ETF (PGJ) for Q1 2022, worth a combined $82.5M — up 57% from $52.5M a quarter earlier.

Fund positioning in PGJ was balanced in Q1 2022: 13 funds opened new positions, 13 closed out, 17 added to existing stakes and 8 trimmed.

The largest buyer was Cetera Advisors, opening a new position worth an estimated $36.7M. The largest seller was Lingotto Investment Management, exiting entirely with an estimated $10.9M sold.

  • 51 institutional investors held Invesco Golden Dragon China ETF (PGJ) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $82.5M of Invesco Golden Dragon China ETF stock for Q1 2022, up 57% quarter-over-quarter.
  • 13 funds opened new Invesco Golden Dragon China ETF positions in Q1 2022 and 13 closed out, a net change of 0 holders.
  • The largest Invesco Golden Dragon China ETF buyer in Q1 2022 was Cetera Advisors, an estimated $36.7M added.
  • The largest Invesco Golden Dragon China ETF seller in Q1 2022 was Lingotto Investment Management, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2022.