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Invesco Golden Dragon China ETF

42 hedge funds and large institutions have $22.2M invested in Invesco Golden Dragon China ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 6

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

58% more capital invested

Capital invested by funds: $14M → $22.2M (+$8.19M)

11% more funds holding

Funds holding: 3842 (+4)

5.84% more ownership

Funds ownership: 9.65%15.48% (+5.8%)

60% less call options, than puts

Call options by funds: $44K | Put options by funds: $110K

Holders
42
Holders Change
+4
Holders Change %
+10.53%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
18
Reduced
6
Closed
5
Calls
$44K
Puts
$110K
Net Calls
-$66K
Net Calls Change
-$167K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$4.31M +$4.46M +164,640 New
Morgan Stanley
2
Morgan Stanley
New York
$3.28M +$1.47M +54,196 +76%
VF
3
Virtu Financial
New York
$1.75M +$1.81M +66,930 New
IWM
4
IHT Wealth Management
Illinois
$1.38M -$957K -35,359 -40%
Raymond James Financial
5
Raymond James Financial
Florida
$1.1M +$1.14M +42,074 New
LPL Financial
6
LPL Financial
California
$1.09M +$166K +6,127 +17%
Citadel Advisors
7
Citadel Advisors
Florida
$897K +$928K +34,277 New
TRCT
8
Tower Research Capital (TRC)
New York
$836K +$862K +31,857 +36,617%
UBS Group
9
UBS Group
Switzerland
$740K +$231K +8,521 +43%
AC
10
Avestar Capital
New York
$620K +$642K +23,714 New
MML Investors Services
11
MML Investors Services
Massachusetts
$560K -$83.9K -3,100 -13%
Wells Fargo
12
Wells Fargo
California
$559K -$141K -5,214 -20%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$542K -$145K -5,361 -21%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$505K +$434K +16,054 +496%
ASN
15
Advisory Services Network
Georgia
$493K +$510K +18,834 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$488K +$74.4K +2,749 +17%
Citigroup
17
Citigroup
New York
$459K +$163K +6,005 +52%
FDCDDQ
18
Federation des caisses Desjardins du Quebec
Quebec, Canada
$449K +$191K +7,053 +70%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$412K +$426K +15,729 +41,392%
Jane Street
20
Jane Street
New York
$350K +$362K +13,371 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$285K -$23.7K -876 -7%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$228K +$135 +5 +0.1%
Bank of America
23
Bank of America
North Carolina
$223K +$88.9K +3,285 +63%
MWM
24
MGB Wealth Management
Texas
$207K +$217 +8 +0.1%
PCFFS
25
Pacific Center for Financial Services
California
$133K

PGJ Hedge Fund Activity: Q4 2024 in Review

42 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Golden Dragon China ETF (PGJ) for Q4 2024, worth a combined $22.2M — up 58% from $14M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PGJ positions and 5 closed out — a net gain of 6 holders — while 18 added to existing stakes and 6 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $4.46M. The largest seller was IHT Wealth Management, cutting an estimated $957K.

  • 42 institutional investors held Invesco Golden Dragon China ETF (PGJ) as of Q4 2024, up from 38 in Q3 2024.
  • Funds reported $22.2M of Invesco Golden Dragon China ETF stock for Q4 2024, up 58% quarter-over-quarter.
  • 11 funds opened new Invesco Golden Dragon China ETF positions in Q4 2024 and 5 closed out, a net change of +6 holders.
  • The largest Invesco Golden Dragon China ETF buyer in Q4 2024 was Goldman Sachs, an estimated $4.46M added.
  • The largest Invesco Golden Dragon China ETF seller in Q4 2024 was IHT Wealth Management, an estimated $957K sold.

Based on aggregated 13F filings for Q4 2024.