Invesco Golden Dragon ChinaPGJETF
13F holders, Q1 2024 (March 31)47holders
1famous investor
$24.60avg. 13F price*
At the end of Q1 2024, 47 institutions reported holding Invesco Golden Dragon China (PGJ) in their 13F filings. The largest holders were Credit Suisse AG/ ($10.3M), IHT Wealth Management, LLC ($3.6M) and Morgan Stanley ($2.8M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Invesco Golden Dragon China
- CUSIP
- 46137V571
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $11.4M |
| Exits | 12 | $5.1M |
Ownership 47 holders
| Credit Suisse AG/ | 0.01% | New | 419,000 | $10.3M |
| IHT Wealth Management, LLC | 0.14% | Add +2.1% | 146,304 | $3.6M |
| Morgan Stanley | 0.00% | Add +3.7% | 112,265 | $2.8M |
| Sterneck Capital Management, LLC | 1.09% | Add +2.3% | 74,176 | $1.8M |
| Stifel Financial Corp. | 0.00% | Reduce -30.9% | 55,492 | $1.4M |
| LPL Financial LLC | 0.00% | Reduce -32.0% | 39,727 | $976K |
| UBS Group AG | 0.00% | Reduce -26.8% | 27,979 | $688K |
| Jane Street Group, LLC | 0.00% | Reduce -39.5% | 26,710 | $657K |
| Wells Fargo & Company | 0.00% | Add +33.4% | 22,416 | $551K |
| Raymond James & Associates | 0.00% | Reduce -4.3% | 20,266 | $498K |
| MML Investors Services, LLC | 0.00% | Add +47.5% | 17,221 | $423K |
| Envestnet Asset Management Inc. | 0.00% | Add +77.8% | 15,959 | $392K |
| D. E. Shaw & Co. | 0.00% | New | 13,734 | $338K |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.3% | 12,444 | $306K |
| KKM Financial LLC | 0.15% | New | 12,122 | $298K |
| Level Four Advisory Services, LLC | 0.01% | No change | 10,012 | $261K |
| Citigroup Inc. | 0.00% | Add +1.9% | 9,799 | $241K |
| Gsa Capital Partners LLP | 0.02% | New | 8,691 | $214K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 8,705 | $214K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +133.9% | 7,186 | $177K |
| BNP Paribas Financial Markets | 0.00% | No change | 6,597 | $162K |
| Bank of America Corp. | 0.00% | Reduce -51.5% | 5,882 | $145K |
| Bank of Montreal | 0.00% | Reduce -77.5% | 5,000 | $127K |
| Pacific Center for Financial Services | 0.04% | No change | 5,080 | $125K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +13.9% | 5,032 | $124K |
| Royal Bank of Canada | 0.00% | Reduce -55.0% | 4,482 | $111K |
| Realta Investment Advisors | 0.02% | New | 4,240 | $104K |
| CIBC Private Wealth Group LLC | 0.00% | New | 4,035 | $101K |
| Blair William & Co. | 0.00% | No change | 3,050 | $75K |
| MGB Wealth Management, LLC | 0.03% | New | 3,000 | $74K |
| Harvest Fund Management Co., Ltd | 0.00% | Add +16.1% | 1,981 | $49K |
| Osaic Holdings, Inc. | 0.00% | Reduce -39.0% | 1,629 | $40K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,459 | $36K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,113 | $27K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 775 | $19K |
| National Bank of Canada | 0.00% | No change | 400 | $11K |
| IFP Advisors, Inc | 0.00% | No change | 362 | $9K |
| Main Street Group, LTD | 0.00% | No change | 350 | $9K |
| JPMorgan Chase & Co. | 0.00% | Reduce -82.9% | 234 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 232 | $6K |
| FMR LLC | 0.00% | Add +21.9% | 228 | $6K |
| MeadowBrook Investment Advisors LLC | 0.00% | Reduce -16.0% | 210 | $5K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 200 | $5K |
| Vima LLC | 0.00% | Add +14000.0% | 141 | $4K |
| Spire Wealth Management | 0.00% | No change | 51 | $1K |
| NewEdge Advisors, LLC | 0.00% | No change | 12 | $305 |
| Planning Capital Management Corp | 0.00% | New | 10 | $246 |
"% of holder's portfolio" is PGJ's weight in each manager's 13F, not the share of Invesco Golden Dragon China the manager owns.