Invesco Golden Dragon ChinaPGJETF
13F holders, Q1 2025 (March 31)38holders −4
3new positions
8sold out
1famous investor
$29.61avg. 13F price*
At the end of Q1 2025, 38 institutions reported holding Invesco Golden Dragon China (PGJ) in their 13F filings, down 4 from Q4 2024. 3 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($4.5M), Raymond James Financial Inc. ($2.5M) and BNP Paribas Financial Markets ($1.5M). 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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.5M |
| Exits | 8 | $5.0M |
All 13F filers, Q4 2024 → Q1 2025: 161,849 shares bought and 287,712 shares sold, net −125,863 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 38 holders
| Morgan Stanley | 0.00% | Add +21.8% | 152,576 | $4.5M |
| Raymond James Financial Inc. | 0.00% | Add +103.6% | 85,655 | $2.5M |
| BNP Paribas Financial Markets | 0.00% | New | 50,000 | $1.5M |
| IHT Wealth Management, LLC | 0.04% | Reduce -8.1% | 48,384 | $1.4M |
| LPL Financial LLC | 0.00% | Add +9.5% | 45,749 | $1.4M |
| Virtu Financial LLC | 0.07% | Reduce -35.5% | 43,159 | $1.3M |
| Avestar Capital, LLC | 0.07% | No change | 23,714 | $702K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +27.1% | 21,831 | $646K |
| MML Investors Services, LLC | 0.00% | Add +1.6% | 21,771 | $645K |
| Royal Bank of Canada | 0.00% | Add +12.4% | 21,689 | $643K |
| Osaic Holdings, Inc. | 0.00% | Add +979.4% | 20,369 | $603K |
| Envestnet Asset Management Inc. | 0.00% | Add +8.9% | 20,333 | $602K |
| Wells Fargo & Company | 0.00% | Reduce -6.9% | 19,901 | $589K |
| Advisory Services Network, LLC | 0.01% | Add +0.0% | 18,842 | $558K |
| Citigroup Inc. | 0.00% | Reduce -0.6% | 17,453 | $517K |
| Citadel Advisors | 0.00% | Reduce -49.9% | 17,177 | $509K |
| Jane Street Group, LLC | 0.00% | Add +22.0% | 16,318 | $483K |
| UBS Group AG | 0.00% | Reduce -43.6% | 15,963 | $473K |
| MGB Wealth Management, LLC | 0.13% | Add +53.9% | 12,170 | $360K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -62.6% | 11,936 | $353K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.1% | 10,900 | $323K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.1% | 8,705 | $258K |
| Pacific Center for Financial Services | 0.04% | No change | 5,080 | $150K |
| Bank of America Corp. | 0.00% | Reduce -47.6% | 4,464 | $132K |
| Jones Financial Companies LLLP | 0.00% | Reduce -85.3% | 2,320 | $69K |
| FMR LLC | 0.00% | Add +329.1% | 1,828 | $54K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 775 | $23K |
| Comerica Bank | 0.00% | Add +51.5% | 685 | $20K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 500 | $15K |
| North Capital, Inc. | 0.01% | — | 408 | $12K |
| IFP Advisors, Inc | 0.00% | No change | 363 | $11K |
| Main Street Group, LTD | 0.00% | Add +0.3% | 354 | $10K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 200 | $6K |
| Simplex Trading, LLC | 0.00% | Reduce -92.8% | 140 | $4K |
| Blair William & Co. | 0.00% | Reduce -28.6% | 110 | $3K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -27.1% | 110 | $3K |
| Laurel Wealth Advisors LLC | 0.00% | New | 100 | $3K |
| Spire Wealth Management | 0.00% | No change | 51 | $2K |
"% of holder's portfolio" is PGJ's weight in each manager's 13F, not the share of Invesco Golden Dragon China the manager owns.