Invesco Golden Dragon ChinaPGJETF

13F holders, Q4 2024 (December 31)
42holders +4
9new positions
5sold out
1famous investor
$26.16avg. 13F price*

At the end of Q4 2024, 42 institutions reported holding Invesco Golden Dragon China (PGJ) in their 13F filings, up 4 from Q3 2024. 9 opened new positions and 5 sold out. The largest holders were Goldman Sachs Group Inc. ($4.3M), Morgan Stanley ($3.3M) and Virtu Financial LLC ($1.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Invesco Golden Dragon China
CUSIP
46137V571
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 47Q1 2024Q2 2024: 41Q2 2024Q3 2024: 38Q3 2024Q4 2024: 42Q4 2024Q1 2025: 38Q1 2025Q2 2025: 39Q2 2025Q3 2025: 42Q3 2025Q4 2025: 37Q4 2025Q1 2026: 37Q1 2026Q2 2026: 36Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions9$8.4M
Exits5$1.9M

All 13F filers, Q3 2024 → Q4 2024: 476,351 shares bought and 121,363 shares sold, net +354,988 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 42 holders

Goldman Sachs Group Inc. 0.00% New 164,640 $4.3M
Morgan Stanley 0.00% Add +76.2% 125,289 $3.3M
Virtu Financial LLC 0.09% New 66,930 $1.8M
IHT Wealth Management, LLC 0.04% Reduce -40.2% 52,620 $1.4M
Raymond James Financial Inc. 0.00% — 42,074 $1.1M
LPL Financial LLC 0.00% Add +17.2% 41,772 $1.1M
Citadel Advisors 0.00% New 34,277 $897K
Tower Research Capital LLC (TRC) 0.02% Add +36617.2% 31,944 $836K
UBS Group AG 0.00% Add +43.1% 28,300 $740K
Avestar Capital, LLC 0.06% New 23,714 $620K
MML Investors Services, LLC 0.00% Reduce -12.6% 21,421 $560K
Wells Fargo & Company 0.00% Reduce -19.6% 21,377 $559K
Susquehanna International Group, LLP 0.00% Reduce -20.6% 20,713 $542K
Royal Bank of Canada 0.00% Add +496.4% 19,288 $505K
Advisory Services Network, LLC 0.01% New 18,834 $493K
Envestnet Asset Management Inc. 0.00% Add +17.3% 18,670 $488K
Citigroup Inc. 0.00% Add +52.0% 17,563 $459K
Federation des caisses Desjardins du Quebec 0.00% Add +69.7% 17,180 $449K
Jones Financial Companies LLLP 0.00% Add +41392.1% 15,767 $412K
Jane Street Group, LLC 0.00% New 13,371 $350K
Commonwealth Equity Services, LLC 0.00% Reduce -7.4% 10,894 $285K
Wealth Enhancement Advisory Services, LLC 0.00% Add +0.1% 8,710 $228K
Bank of America Corp. 0.00% Add +62.7% 8,521 $223K
MGB Wealth Management, LLC 0.06% Add +0.1% 7,910 $207K
Pacific Center for Financial Services 0.03% No change 5,080 $133K
Simplex Trading, LLC 0.00% Add +9.5% 1,944 $50K
Osaic Holdings, Inc. 0.00% Add +20.0% 1,887 $49K
JPMorgan Chase & Co. 0.00% Add +2678.6% 1,556 $41K
Sava Infond d.o.o. 0.01% — 1,300 $34K
Global Retirement Partners, LLC 0.00% Add +0.1% 895 $23K
Hazlett, Burt & Watson, Inc. 0.01% No change 775 $20K
Bank of Montreal 0.00% No change 655 $17K
Comerica Bank 0.00% New 452 $12K
FMR LLC 0.00% Add +86.0% 426 $11K
IFP Advisors, Inc 0.00% No change 363 $9K
Kestra Investment Management, LLC 0.00% New 362 $9K
Main Street Group, LTD 0.00% Add +0.3% 353 $9K
Steward Partners Investment Advisory, LLC 0.00% No change 200 $5K
Blair William & Co. 0.00% Reduce -94.6% 154 $4K
Qube Research & Technologies Ltd 0.00% No change 151 $4K
Spire Wealth Management 0.00% No change 51 $1K
Measured Risk Portfolios, Inc. 0.00% — 50 $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.