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Invesco Golden Dragon China ETF
PGJ

48 hedge funds and large institutions have $54.8M invested in Invesco Golden Dragon China ETF in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

17% more funds holding

Funds holding: 41 → 48 (+7)

11.66% less ownership

Funds ownership: 37.26% → 25.6% (-12%)

36% less capital invested

Capital invested by funds: $85.9M → $54.8M (-$31.1M)

38% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 13

50% less call options, than puts

Call options by funds: $1.13M | Put options by funds: $2.24M

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
48
Holders Change
+7
Holders Change %
+17.07%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
8
Reduced
13
Closed
5
Calls
$1.13M
Puts
$2.24M
Net Calls
-$1.11M
Net Calls Change
-$762K

Top Buyers

1
LIM
Lingotto Investment Management
United Kingdom
+$9.67M
2
SCM
Sterneck Capital Management
Missouri
+$1.71M
3
Wells Fargo
Wells Fargo
California
+$1.61M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.23M
5
Morgan Stanley
Morgan Stanley
New York
+$772K

Top Sellers

1
APW
Axim Planning & Wealth
Ohio
-$39.4M
2
UBS Group
UBS Group
Switzerland
-$3.75M
3
TWC
TD Waterhouse Canada
Ontario, Canada
-$2.7M
4
TRCT
Tower Research Capital (TRC)
New York
-$1.75M
5
US Bancorp
US Bancorp
Minnesota
-$1.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
1
Credit Suisse
Switzerland
$20.9M – – –
LIM
2
Lingotto Investment Management
United Kingdom
$10.9M +$9.67M +397,130 New
Wells Fargo
3
Wells Fargo
California
$3.48M +$1.61M +66,270 +109%
Morgan Stanley
4
Morgan Stanley
New York
$2.95M +$772K +31,692 +41%
IWM
5
IHT Wealth Management
Illinois
$2.61M +$260K +10,669 +13%
SCM
6
Sterneck Capital Management
Missouri
$1.92M +$1.71M +70,170 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.65M -$397K -16,278 -21%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$1.38M +$1.23M +50,475 New
Ameriprise
9
Ameriprise
Minnesota
$1.34M +$318K +13,038 +36%
RJA
10
Raymond James & Associates
Florida
$1.27M +$467K +19,181 +70%
UBS Group
11
UBS Group
Switzerland
$1.11M -$3.75M -153,798 -79%
APW
12
Axim Planning & Wealth
Ohio
$728K -$39.4M -1,618,695 -98%
HFM
13
Harvest Fund Management
China
$586K +$675K +27,706 New
BF
14
BOK Financial
Oklahoma
$463K +$412K +16,925 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$392K -$43.3K -1,778 -11%
LP
16
LGL Partners
Pennsylvania
$345K +$901 +37 +0.3%
Simplex Trading
17
Simplex Trading
Illinois
$331K +$295K +12,115 New
Citadel Advisors
18
Citadel Advisors
Florida
$323K +$288K +11,814 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$320K -$17K -699 -6%
LPL Financial
20
LPL Financial
California
$251K -$41.2K -1,692 -16%
MML Investors Services
21
MML Investors Services
Massachusetts
$239K +$213K +8,730 New
VF
22
Virtu Financial
New York
$213K +$190K +7,792 New
Bank of America
23
Bank of America
North Carolina
$212K -$69.2K -2,839 -27%
US Bancorp
24
US Bancorp
Minnesota
$170K -$1.64M -67,508 -92%
Citigroup
25
Citigroup
New York
$134K -$229K -9,399 -66%
1
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PGJ Hedge Fund Activity: Q4 2022 in Review

48 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Golden Dragon China ETF (PGJ) for Q4 2022, worth a combined $54.8M — down 36% from $85.9M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PGJ positions and 5 closed out — a net gain of 9 holders — while 8 added to existing stakes and 13 trimmed.

The largest buyer was Lingotto Investment Management, opening a new position worth an estimated $9.67M. The largest seller was Axim Planning & Wealth, cutting an estimated $39.4M.

  • 48 institutional investors held Invesco Golden Dragon China ETF (PGJ) as of Q4 2022, up from 41 in Q3 2022.
  • Funds reported $54.8M of Invesco Golden Dragon China ETF stock for Q4 2022, down 36% quarter-over-quarter.
  • 14 funds opened new Invesco Golden Dragon China ETF positions in Q4 2022 and 5 closed out, a net change of +9 holders.
  • The largest Invesco Golden Dragon China ETF buyer in Q4 2022 was Lingotto Investment Management, an estimated $9.67M added.
  • The largest Invesco Golden Dragon China ETF seller in Q4 2022 was Axim Planning & Wealth, an estimated $39.4M sold.

Based on aggregated 13F filings for Q4 2022.