Invesco Golden Dragon ChinaPGJETF
13F holders, Q3 2024 (September 30)38holders −3
6new positions
10sold out
$28.19avg. 13F price*
At the end of Q3 2024, 38 institutions reported holding Invesco Golden Dragon China (PGJ) in their 13F filings, down 3 from Q2 2024. 6 opened new positions and 10 sold out. The largest holders were IHT Wealth Management, LLC ($2.5M), Morgan Stanley ($2.0M) and LPL Financial LLC ($1.0M).
- Company
- Invesco Golden Dragon China
- CUSIP
- 46137V571
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $2.2M |
| Exits | 10 | $12.5M |
All 13F filers, Q2 2024 → Q3 2024: 135,453 shares bought and 683,409 shares sold, net −547,956 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 38 holders
| IHT Wealth Management, LLC | 0.07% | Reduce -28.1% | 87,979 | $2.5M |
| Morgan Stanley | 0.00% | Reduce -27.9% | 71,093 | $2.0M |
| LPL Financial LLC | 0.00% | Add +75.3% | 35,645 | $1.0M |
| Harvest Fund Management Co., Ltd | 0.05% | Add +419.6% | 29,033 | $817K |
| Wells Fargo & Company | 0.00% | Add +1.9% | 26,591 | $750K |
| Susquehanna International Group, LLP | 0.00% | New | 26,074 | $735K |
| MML Investors Services, LLC | 0.00% | Add +38.8% | 24,521 | $691K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 23,714 | $668K |
| Raymond James & Associates | 0.00% | Reduce -3.5% | 23,009 | $649K |
| Two Sigma Investments, LP | 0.00% | New | 20,071 | $566K |
| UBS Group AG | 0.00% | Reduce -51.9% | 19,779 | $558K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.1% | 15,921 | $449K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -12.5% | 11,770 | $332K |
| Citigroup Inc. | 0.00% | Add +19.1% | 11,558 | $326K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +77.4% | 10,127 | $285K |
| KKM Financial LLC | 0.12% | Reduce -33.9% | 8,729 | $246K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 8,705 | $245K |
| MGB Wealth Management, LLC | 0.08% | Reduce -11.1% | 7,902 | $223K |
| BNP Paribas Financial Markets | 0.00% | Add +35.9% | 6,596 | $186K |
| Bank of America Corp. | 0.00% | Add +5.8% | 5,236 | $148K |
| Pacific Center for Financial Services | 0.04% | No change | 5,080 | $143K |
| CIBC Private Wealth Group LLC | 0.00% | Add +7.3% | 4,328 | $122K |
| Royal Bank of Canada | 0.00% | Reduce -70.2% | 3,234 | $92K |
| Blair William & Co. | 0.00% | No change | 2,850 | $80K |
| Simplex Trading, LLC | 0.00% | Add +431.4% | 1,775 | $50K |
| Osaic Holdings, Inc. | 0.00% | Add +4.7% | 1,573 | $44K |
| Global Retirement Partners, LLC | 0.00% | No change | 894 | $25K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 775 | $22K |
| Bank of Montreal | 0.00% | Add +311.9% | 655 | $18K |
| IFP Advisors, Inc | 0.00% | No change | 363 | $10K |
| Main Street Group, LTD | 0.00% | Add +0.6% | 352 | $10K |
| FMR LLC | 0.00% | Add +0.4% | 229 | $6K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -51.1% | 200 | $6K |
| Qube Research & Technologies Ltd | 0.00% | New | 151 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.6% | 87 | $2K |
| JPMorgan Chase & Co. | 0.00% | No change | 56 | $2K |
| Spire Wealth Management | 0.00% | No change | 51 | $1K |
| Jones Financial Companies LLLP | 0.00% | New | 38 | $1K |
"% of holder's portfolio" is PGJ's weight in each manager's 13F, not the share of Invesco Golden Dragon China the manager owns.