Invesco Golden Dragon ChinaPGJETF

13F holders, Q3 2025 (September 30)
42holders +3
7new positions
4sold out
$33.12avg. 13F price*

At the end of Q3 2025, 42 institutions reported holding Invesco Golden Dragon China (PGJ) in their 13F filings, up 3 from Q2 2025. 7 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($4.9M), IHT Wealth Management, LLC ($1.9M) and Raymond James Financial Inc. ($1.3M).

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions7$1.7M
Exits4$2.2M

All 13F filers, Q2 2025 → Q3 2025: 118,022 shares bought and 105,203 shares sold, net +12,819 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 42 holders

Morgan Stanley 0.00% Add +2.0% 148,020 $4.9M
IHT Wealth Management, LLC 0.05% Add +13.0% 56,058 $1.9M
Raymond James Financial Inc. 0.00% Reduce -3.1% 40,365 $1.3M
Avestar Capital, LLC 0.09% Add +54.6% 36,671 $1.2M
BNP Paribas Financial Markets 0.00% Add +50.0% 30,000 $996K
Federation des caisses Desjardins du Quebec 0.00% Add +22.1% 28,416 $943K
Virtu Financial LLC 0.05% Add +68.3% 25,012 $830K
Envestnet Asset Management Inc. 0.00% Add +4.7% 24,770 $822K
UBS Group AG 0.00% Reduce -36.8% 22,505 $747K
Royal Bank of Canada 0.00% Add +321.4% 22,199 $737K
Harvest Fund Management Co., Ltd 0.03% New 22,025 $731K
MML Investors Services, LLC 0.00% Reduce -9.4% 19,691 $654K
Osaic Holdings, Inc. 0.00% Reduce -6.3% 18,839 $582K
Ameriprise Financial Inc. 0.00% New 15,453 $508K
LPL Financial LLC 0.00% Reduce -19.4% 12,870 $427K
Wells Fargo & Company 0.00% Reduce -15.5% 11,746 $390K
Janney Montgomery Scott LLC 0.00% New 11,121 $369K
Citigroup Inc. 0.00% Reduce -14.9% 10,461 $347K
Commonwealth Equity Services, LLC 0.00% Add +2.7% 9,498 $315K
Advisory Services Network, LLC 0.00% Reduce -5.2% 9,230 $306K
Wealth Enhancement Advisory Services, LLC 0.00% No change 8,705 $289K
Meitav Investment House Ltd. 0.00% Reduce -16.3% 8,580 $285K
Bank of America Corp. 0.00% Reduce -10.9% 7,771 $258K
Pacific Center for Financial Services 0.04% No change 5,080 $169K
Jones Financial Companies LLLP 0.00% Add +11.9% 2,997 $98K
Sava Infond d.o.o. 0.01% Add +33.3% 2,000 $66K
FMR LLC 0.00% Reduce -4.9% 1,717 $57K
MGB Wealth Management, LLC 0.01% New 1,250 $42K
North Capital, Inc. 0.03% Add +5.6% 1,054 $35K
Comerica Bank 0.00% Add +32.1% 905 $30K
Global Retirement Partners, LLC 0.00% Reduce -6.1% 844 $28K
Hazlett, Burt & Watson, Inc. 0.01% No change 775 $26K
Simplex Trading, LLC 0.00% New 782 $25K
Main Street Group, LTD 0.00% Add +1.7% 362 $12K
Rockefeller Capital Management L.P. 0.00% New 328 $11K
IFP Advisors, Inc 0.00% Reduce -33.1% 243 $8K
Steward Partners Investment Advisory, LLC 0.00% No change 192 $6K
National Bank of Canada 0.00% No change 170 $6K
Qube Research & Technologies Ltd 0.00% No change 110 $4K
Sound Income Strategies, LLC 0.00% New 95 $3K
Blair William & Co. 0.00% Reduce -45.5% 60 $2K
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.