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Invesco Golden Dragon China ETF

52 hedge funds and large institutions have $120M invested in Invesco Golden Dragon China ETF in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more capital invested

Capital invested by funds: $82.5M → $120M (+$37.3M)

17% more call options, than puts

Call options by funds: $2.25M | Put options by funds: $1.93M

4.46% more ownership

Funds ownership: 34.25%38.71% (+4.5%)

2% more funds holding

Funds holding: 5152 (+1)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

Holders
52
Holders Change
+1
Holders Change %
+1.96%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
12
Reduced
12
Closed
12
Calls
$2.25M
Puts
$1.93M
Net Calls
+$323K
Net Calls Change
-$366K
Name Holding Trade Value Shares
Change
Change in
Stake
APW
1
Axim Planning & Wealth
Ohio
$54.8M +$47.5M +1,681,195 New
CS
2
Credit Suisse
Switzerland
$24.9M +$4.66M +165,000 +28%
UBS Group
3
UBS Group
Switzerland
$12.9M +$155K +5,477 +1%
TWC
4
TD Waterhouse Canada
Ontario, Canada
$3.31M +$52.1K +1,847 +2%
PPW
5
Pasadena Private Wealth
California
$3.1M +$2.69M +95,173 New
Morgan Stanley
6
Morgan Stanley
New York
$2.72M -$728K -25,783 -24%
US Bancorp
7
US Bancorp
Minnesota
$2.52M +$92K +3,259 +4%
IWM
8
IHT Wealth Management
Illinois
$2.17M +$792K +28,071 +73%
Wells Fargo
9
Wells Fargo
California
$2.01M +$158K +5,590 +10%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$1.43M +$1.23M +43,468 New
Ameriprise
11
Ameriprise
Minnesota
$1.3M +$57.9K +2,052 +6%
Jane Street
12
Jane Street
New York
$1.08M +$640K +22,689 +218%
Citadel Advisors
13
Citadel Advisors
Florida
$951K -$20.2K -714 -2%
MWM
14
Merriman Wealth Management
Washington
$732K +$634K +22,468 New
RJA
15
Raymond James & Associates
Florida
$636K -$59.5K -2,109 -10%
SWA
16
Stratos Wealth Advisors
Ohio
$580K +$503K +17,806 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$525K +$5.7K +202 +1%
Citigroup
18
Citigroup
New York
$466K -$5.11K -181 -1%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$436K -$165K -5,847 -30%
LP
20
LGL Partners
Pennsylvania
$409K +$354K +12,544 New
Bank of America
21
Bank of America
North Carolina
$385K -$256K -9,059 -43%
LPL Financial
22
LPL Financial
California
$352K +$16.9K +598 +6%
MMA
23
Miracle Mile Advisors
California
$342K
PCFFS
24
Pacific Center for Financial Services
California
$248K
Goldman Sachs
25
Goldman Sachs
New York
$246K +$213K +7,555 New

PGJ Hedge Fund Activity: Q2 2022 in Review

52 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco Golden Dragon China ETF (PGJ) for Q2 2022, worth a combined $120M — up 45% from $82.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PGJ positions and 12 closed out — a net gain of 1 holder — while 12 added to existing stakes and 12 trimmed.

The largest buyer was Credit Suisse, adding an estimated $4.66M. The largest seller was Cetera Advisors, exiting entirely with an estimated $32.7M sold.

  • 52 institutional investors held Invesco Golden Dragon China ETF (PGJ) as of Q2 2022, up from 51 in Q1 2022.
  • Funds reported $120M of Invesco Golden Dragon China ETF stock for Q2 2022, up 45% quarter-over-quarter.
  • 13 funds opened new Invesco Golden Dragon China ETF positions in Q2 2022 and 12 closed out, a net change of +1 holder.
  • The largest Invesco Golden Dragon China ETF buyer in Q2 2022 was Credit Suisse, an estimated $4.66M added.
  • The largest Invesco Golden Dragon China ETF seller in Q2 2022 was Cetera Advisors, an estimated $32.7M sold.

Based on aggregated 13F filings for Q2 2022.