Invesco Golden Dragon ChinaPGJETF

13F holders, Q4 2025 (December 31)
37holders −5
4new positions
9sold out
$28.87avg. 13F price*

At the end of Q4 2025, 37 institutions reported holding Invesco Golden Dragon China (PGJ) in their 13F filings, down 5 from Q3 2025. 4 opened new positions and 9 sold out. The largest holders were IHT Wealth Management, LLC ($1.8M), Raymond James Financial Inc. ($1.8M) and Virtu Financial LLC ($1.5M).

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 2025 → Q4 2025

InstitutionsTotal Value
New Positions4$1.5M
Exits9$1.3M

All 13F filers, Q3 2025 → Q4 2025: 125,577 shares bought and 181,449 shares sold, net −55,872 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 37 holders

IHT Wealth Management, LLC 0.04% Add +10.3% 61,840 $1.8M
Raymond James Financial Inc. 0.00% Add +50.5% 60,741 $1.8M
Virtu Financial LLC 0.06% Add +104.1% 51,050 $1.5M
Morgan Stanley 0.00% Reduce -66.3% 49,901 $1.4M
Avestar Capital, LLC 0.07% No change 36,671 $1.1M
Susquehanna International Group, LLP 0.00% New 30,516 $879K
Federation des caisses Desjardins du Quebec 0.00% Add +6.8% 30,363 $875K
BNP Paribas Financial Markets 0.00% No change 30,000 $864K
Royal Bank of Canada 0.00% Add +29.2% 28,685 $826K
Envestnet Asset Management Inc. 0.00% Add +6.5% 26,390 $760K
LPL Financial LLC 0.00% Add +78.3% 22,948 $661K
UBS Group AG 0.00% Reduce -13.3% 19,520 $562K
Tower Research Capital LLC (TRC) 0.01% New 18,976 $547K
MML Investors Services, LLC 0.00% Reduce -9.4% 17,841 $514K
Wells Fargo & Company 0.00% Add +20.9% 14,197 $409K
Citigroup Inc. 0.00% Reduce -0.9% 10,363 $299K
Commonwealth Equity Services, LLC 0.00% Reduce -0.1% 9,484 $273K
Advisory Services Network, LLC 0.00% Add +0.1% 9,243 $266K
Wealth Enhancement Advisory Services, LLC 0.00% No change 8,705 $261K
Bank of America Corp. 0.00% Reduce -7.8% 7,167 $207K
Pacific Center for Financial Services 0.04% No change 5,080 $169K
Jones Financial Companies LLLP 0.00% Reduce -10.8% 2,673 $77K
Osaic Holdings, Inc. 0.00% Reduce -88.6% 2,156 $62K
Harvest Fund Management Co., Ltd 0.00% Reduce -91.5% 1,878 $54K
FMR LLC 0.00% Reduce -1.3% 1,694 $49K
MAI Capital Management 0.00% New 1,189 $34K
Sava Infond d.o.o. 0.00% Reduce -50.0% 1,000 $29K
Global Retirement Partners, LLC 0.00% Add +0.4% 847 $24K
Hazlett, Burt & Watson, Inc. 0.01% No change 775 $22K
Rockefeller Capital Management L.P. 0.00% Add +0.6% 330 $10K
IFP Advisors, Inc 0.00% No change 243 $7K
Steward Partners Investment Advisory, LLC 0.00% No change 192 $6K
National Bank of Canada 0.00% No change 170 $5K
Qube Research & Technologies Ltd 0.00% No change 110 $3K
Laurel Wealth Advisors LLC 0.00% New 100 $3K
Blair William & Co. 0.00% No change 60 $2K
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.