We are live on ! Find out more
PGJ icon

Invesco Golden Dragon China ETF

46 hedge funds and large institutions have $20M invested in Invesco Golden Dragon China ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $73K | Put options by funds: $32K

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

4% less funds holding

Funds holding: 4846 (-2)

4.6% less ownership

Funds ownership: 16.47%11.87% (-4.6%)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

31% less capital invested

Capital invested by funds: $29.1M → $20M (-$9.11M)

Holders
46
Holders Change
-2
Holders Change %
-4.17%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
14
Closed
6
Calls
$73K
Puts
$32K
Net Calls
+$41K
Net Calls Change
-$806K
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
1
IHT Wealth Management
Illinois
$3.01M +$257K +9,091 +9%
Morgan Stanley
2
Morgan Stanley
New York
$2.73M -$534K -18,863 -16%
Stifel Financial
3
Stifel Financial
Missouri
$2.17M +$43.8K +1,548 +2%
SCM
4
Sterneck Capital Management
Missouri
$1.84M -$53K -1,872 -3%
Ameriprise
5
Ameriprise
Minnesota
$1.21M +$165K +5,832 +15%
GEM
6
Global Endowment Management
North Carolina
$947K +$991K +35,000 New
VF
7
Virtu Financial
New York
$911K +$953K +33,659 New
RJA
8
Raymond James & Associates
Florida
$870K -$552K -19,498 -38%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$807K +$456K +16,091 +117%
LPL Financial
10
LPL Financial
California
$703K -$427K -15,068 -37%
UBS Group
11
UBS Group
Switzerland
$658K +$10.8K +380 +2%
Citadel Advisors
12
Citadel Advisors
Florida
$514K -$135K -4,776 -20%
Wells Fargo
13
Wells Fargo
California
$477K -$24.5K -864 -5%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$350K -$10K -354 -3%
LFAS
15
Level Four Advisory Services
Texas
$271K -$28 -1 -0%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$263K +$255 +9 +0.1%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$259K -$1.02M -36,002 -79%
MML Investors Services
18
MML Investors Services
Massachusetts
$258K -$1.42K -50 -0.5%
Citigroup
19
Citigroup
New York
$252K +$221K +7,788 +515%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$236K +$247K +8,705 New
Bank of America
21
Bank of America
North Carolina
$203K +$3.65K +129 +2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$155K -$1.33M -46,828 -89%
PCFFS
23
Pacific Center for Financial Services
California
$137K
FDCDDQ
24
Federation des caisses Desjardins du Quebec
Quebec, Canada
$130K
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$130K

PGJ Hedge Fund Activity: Q3 2023 in Review

46 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco Golden Dragon China ETF (PGJ) for Q3 2023, worth a combined $20M — down 31% from $29.1M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of PGJ and 5 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 13 added.

The largest buyer was Global Endowment Management, opening a new position worth an estimated $991K. The largest seller was Credit Suisse, exiting entirely with an estimated $7.08M sold.

  • 46 institutional investors held Invesco Golden Dragon China ETF (PGJ) as of Q3 2023, down from 48 in Q2 2023.
  • Funds reported $20M of Invesco Golden Dragon China ETF stock for Q3 2023, down 31% quarter-over-quarter.
  • 5 funds opened new Invesco Golden Dragon China ETF positions in Q3 2023 and 6 closed out, a net change of -1 holder.
  • The largest Invesco Golden Dragon China ETF buyer in Q3 2023 was Global Endowment Management, an estimated $991K added.
  • The largest Invesco Golden Dragon China ETF seller in Q3 2023 was Credit Suisse, an estimated $7.08M sold.

Based on aggregated 13F filings for Q3 2023.