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Invesco Golden Dragon China ETF

38 hedge funds and large institutions have $14M invested in Invesco Golden Dragon China ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $414K | Put options by funds: $313K

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

7% less funds holding

Funds holding: 4138 (-3)

7.54% less ownership

Funds ownership: 17.18%9.65% (-7.5%)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

40% less capital invested

Capital invested by funds: $23.3M → $14M (-$9.26M)

Holders
38
Holders Change
-3
Holders Change %
-7.32%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
11
Closed
9
Calls
$414K
Puts
$313K
Net Calls
+$101K
Net Calls Change
+$101K
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
1
IHT Wealth Management
Illinois
$2.48M -$770K -34,324 -28%
Morgan Stanley
2
Morgan Stanley
New York
$2M -$618K -27,510 -28%
LPL Financial
3
LPL Financial
California
$1M +$344K +15,310 +75%
HFM
4
Harvest Fund Management
China
$817K +$526K +23,445 +420%
Wells Fargo
5
Wells Fargo
California
$750K +$11K +490 +2%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$735K +$585K +26,074 New
MML Investors Services
7
MML Investors Services
Massachusetts
$691K +$154K +6,850 +39%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$668K +$532K +23,714 New
RJA
9
Raymond James & Associates
Florida
$649K -$18.7K -835 -4%
Two Sigma Investments
10
Two Sigma Investments
New York
$566K +$451K +20,071 New
UBS Group
11
UBS Group
Switzerland
$558K -$479K -21,334 -52%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$449K -$4.15K -185 -1%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$332K -$37.7K -1,679 -12%
Citigroup
14
Citigroup
New York
$326K +$41.6K +1,855 +19%
FDCDDQ
15
Federation des caisses Desjardins du Quebec
Quebec, Canada
$285K +$99.2K +4,417 +77%
KF
16
KKM Financial
Illinois
$246K -$100K -4,471 -34%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$245K +$195K +8,705 New
MWM
18
MGB Wealth Management
Texas
$223K -$22.1K -983 -11%
BNP Paribas Financial Markets
19
BNP Paribas Financial Markets
France
$186K +$39.1K +1,744 +36%
Bank of America
20
Bank of America
North Carolina
$148K +$6.4K +285 +6%
PCFFS
21
Pacific Center for Financial Services
California
$143K
CIBC Private Wealth Group
22
CIBC Private Wealth Group
Georgia
$122K +$6.58K +293 +7%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$92K -$171K -7,618 -70%
William Blair & Company
24
William Blair & Company
Illinois
$80.3K
Simplex Trading
25
Simplex Trading
Illinois
$50K +$32.3K +1,441 +431%

PGJ Hedge Fund Activity: Q3 2024 in Review

38 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Invesco Golden Dragon China ETF (PGJ) for Q3 2024, worth a combined $14M — down 40% from $23.3M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PGJ and 6 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 14 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $585K. The largest seller was UBS AM, exiting entirely with an estimated $9.32M sold.

  • 38 institutional investors held Invesco Golden Dragon China ETF (PGJ) as of Q3 2024, down from 41 in Q2 2024.
  • Funds reported $14M of Invesco Golden Dragon China ETF stock for Q3 2024, down 40% quarter-over-quarter.
  • 6 funds opened new Invesco Golden Dragon China ETF positions in Q3 2024 and 9 closed out, a net change of -3 holders.
  • The largest Invesco Golden Dragon China ETF buyer in Q3 2024 was Susquehanna International Group, an estimated $585K added.
  • The largest Invesco Golden Dragon China ETF seller in Q3 2024 was UBS AM, an estimated $9.32M sold.

Based on aggregated 13F filings for Q3 2024.