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Invesco Golden Dragon China ETF

50 hedge funds and large institutions have $26.7M invested in Invesco Golden Dragon China ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

34% more capital invested

Capital invested by funds: $20M → $26.7M (+$6.72M)

9% more funds holding

Funds holding: 4650 (+4)

5.01% more ownership

Funds ownership: 11.87%16.88% (+5%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $354K

Holders
50
Holders Change
+4
Holders Change %
+8.7%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
18
Reduced
11
Closed
5
Calls
Puts
$354K
Net Calls
-$354K
Net Calls Change
-$395K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.63M +$2.99M +115,509 +114%
IWM
2
IHT Wealth Management
Illinois
$3.73M +$826K +31,935 +29%
Stifel Financial
3
Stifel Financial
Missouri
$2.09M +$103 +4 +0%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.97M +$1.19M +46,035 +154%
SCM
5
Sterneck Capital Management
Missouri
$1.89M +$112K +4,322 +6%
LPL Financial
6
LPL Financial
California
$1.52M +$840K +32,472 +125%
Ameriprise
7
Ameriprise
Minnesota
$1.19M +$23.3K +899 +2%
Jane Street
8
Jane Street
New York
$1.15M +$1.14M +44,157 New
UBS Group
9
UBS Group
Switzerland
$995K +$359K +13,877 +57%
GEM
10
Global Endowment Management
North Carolina
$911K
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$606K +$573K +22,139 +22,139%
RJA
12
Raymond James & Associates
Florida
$551K -$285K -11,000 -34%
VF
13
Virtu Financial
New York
$445K -$428K -16,553 -49%
Wells Fargo
14
Wells Fargo
California
$438K -$20.9K -807 -5%
Two Sigma Investments
15
Two Sigma Investments
New York
$328K +$326K +12,600 New
Bank of America
16
Bank of America
North Carolina
$315K +$120K +4,623 +62%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$313K -$23.4K -905 -7%
MML Investors Services
18
MML Investors Services
Massachusetts
$304K +$55.4K +2,143 +22%
LFAS
19
Level Four Advisory Services
Texas
$261K -$233 -9 -0.1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$259K +$109K +4,217 +74%
Citigroup
21
Citigroup
New York
$250K +$8.33K +322 +3%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$234K -$19.4K -751 -8%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$229K +$228K +8,800 New
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$227K
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$172K +$46.6K +1,800 +38%

PGJ Hedge Fund Activity: Q4 2023 in Review

50 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco Golden Dragon China ETF (PGJ) for Q4 2023, worth a combined $26.7M — up 34% from $20M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PGJ positions and 5 closed out — a net gain of 4 holders — while 18 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.99M. The largest seller was Citadel Advisors, exiting entirely with an estimated $514K sold.

  • 50 institutional investors held Invesco Golden Dragon China ETF (PGJ) as of Q4 2023, up from 46 in Q3 2023.
  • Funds reported $26.7M of Invesco Golden Dragon China ETF stock for Q4 2023, up 34% quarter-over-quarter.
  • 9 funds opened new Invesco Golden Dragon China ETF positions in Q4 2023 and 5 closed out, a net change of +4 holders.
  • The largest Invesco Golden Dragon China ETF buyer in Q4 2023 was Morgan Stanley, an estimated $2.99M added.
  • The largest Invesco Golden Dragon China ETF seller in Q4 2023 was Citadel Advisors, an estimated $514K sold.

Based on aggregated 13F filings for Q4 2023.