Invesco Golden Dragon ChinaPGJETF

13F holders, Q2 2025 (June 30)
39holders +1
5new positions
5sold out
1famous investor
$28.39avg. 13F price*

At the end of Q2 2025, 39 institutions reported holding Invesco Golden Dragon China (PGJ) in their 13F filings, up 1 from Q1 2025. 5 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($4.1M), IHT Wealth Management, LLC ($1.4M) and Raymond James Financial Inc. ($1.2M). 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions5$1.2M
Exits5$865K

All 13F filers, Q1 2025 → Q2 2025: 90,611 shares bought and 207,391 shares sold, net −116,780 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 39 holders

Morgan Stanley 0.00% Reduce -4.9% 145,151 $4.1M
IHT Wealth Management, LLC 0.04% Add +2.5% 49,612 $1.4M
Raymond James Financial Inc. 0.00% Reduce -51.3% 41,676 $1.2M
UBS Group AG 0.00% Add +123.1% 35,616 $1.0M
Tower Research Capital LLC (TRC) 0.02% Add +109.2% 24,964 $708K
Avestar Capital, LLC 0.05% No change 23,714 $673K
Envestnet Asset Management Inc. 0.00% Add +16.3% 23,654 $671K
Federation des caisses Desjardins du Quebec 0.00% Add +6.6% 23,270 $660K
MML Investors Services, LLC 0.00% Reduce -0.1% 21,741 $617K
Citadel Advisors 0.00% Add +23.5% 21,214 $602K
Osaic Holdings, Inc. 0.00% Reduce -1.3% 20,102 $571K
BNP Paribas Financial Markets 0.00% Reduce -60.0% 20,000 $568K
Cambridge Investment Research Advisors, Inc. 0.00% New 19,391 $550K
LPL Financial LLC 0.00% Reduce -65.1% 15,957 $453K
Virtu Financial LLC 0.02% Reduce -65.6% 14,860 $422K
Wells Fargo & Company 0.00% Reduce -30.2% 13,897 $394K
Citigroup Inc. 0.00% Reduce -29.6% 12,292 $349K
Susquehanna International Group, LLP 0.00% New 11,380 $323K
Meitav Investment House Ltd. 0.00% New 10,250 $291K
Advisory Services Network, LLC 0.00% Reduce -48.3% 9,740 $282K
Commonwealth Equity Services, LLC 0.00% Reduce -15.2% 9,247 $262K
Wealth Enhancement Advisory Services, LLC 0.00% No change 8,705 $249K
Bank of America Corp. 0.00% Add +95.5% 8,727 $248K
Royal Bank of Canada 0.00% Reduce -75.7% 5,268 $149K
Pacific Center for Financial Services 0.04% No change 5,080 $144K
Jones Financial Companies LLLP 0.00% Add +15.5% 2,679 $76K
FMR LLC 0.00% Reduce -1.2% 1,806 $51K
Sava Infond d.o.o. 0.01% New 1,500 $43K
North Capital, Inc. 0.02% Add +144.6% 998 $28K
Global Retirement Partners, LLC 0.00% — 899 $26K
Hazlett, Burt & Watson, Inc. 0.01% No change 775 $22K
Comerica Bank 0.00% No change 685 $19K
IFP Advisors, Inc 0.00% No change 363 $10K
Main Street Group, LTD 0.00% Add +0.6% 356 $10K
Steward Partners Investment Advisory, LLC 0.00% Reduce -4.0% 192 $5K
National Bank of Canada 0.00% New 170 $5K
Blair William & Co. 0.00% No change 110 $3K
Qube Research & Technologies Ltd 0.00% No change 110 $3K
Spire Wealth Management 0.00% No change 51 $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.