Invesco Golden Dragon ChinaPGJETF

13F holders, Q1 2026 (March 31)
37holders
5new positions
4sold out
$25.86avg. 13F price*

At the end of Q1 2026, 37 institutions reported holding Invesco Golden Dragon China (PGJ) in their 13F filings, unchanged from Q4 2025. 5 opened new positions and 4 sold out. The largest holders were Raymond James Financial Inc. ($1.8M), Virtu Financial LLC ($1.8M) and IHT Wealth Management, LLC ($1.8M).

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions5$823K
Exits4$785K

All 13F filers, Q4 2025 → Q1 2026: 78,052 shares bought and 89,714 shares sold, net −11,662 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 37 holders

Raymond James Financial Inc. 0.00% Add +15.6% 70,234 $1.8M
Virtu Financial LLC 0.07% Add +36.5% 69,673 $1.8M
IHT Wealth Management, LLC 0.04% Add +10.4% 68,250 $1.8M
Morgan Stanley 0.00% Reduce -14.2% 42,822 $1.1M
Envestnet Asset Management Inc. 0.00% Add +21.7% 32,119 $830K
Avestar Capital, LLC 0.06% Reduce -13.4% 31,766 $821K
Federation des caisses Desjardins du Quebec 0.00% Add +2.4% 31,080 $803K
BNP Paribas Financial Markets 0.00% No change 30,000 $775K
Susquehanna International Group, LLP 0.00% Reduce -4.2% 29,235 $755K
Goldman Sachs Group Inc. 0.00% New 18,517 $478K
UBS Group AG 0.00% Reduce -15.2% 16,563 $428K
Wells Fargo & Company 0.00% Add +9.6% 15,564 $402K
MML Investors Services, LLC 0.00% Reduce -32.9% 11,966 $309K
Fortis Group Advisors, LLC 0.05% New 11,068 $295K
Citigroup Inc. 0.00% Add +8.7% 11,260 $291K
LPL Financial LLC 0.00% Reduce -54.6% 10,416 $269K
Commonwealth Equity Services, LLC 0.00% Add +0.0% 9,485 $245K
Wealth Enhancement Advisory Services, LLC 0.00% No change 8,705 $225K
Advisory Services Network, LLC 0.00% Reduce -30.1% 6,463 $167K
Pacific Center for Financial Services 0.03% No change 5,080 $131K
Harvest Fund Management Co., Ltd 0.00% Add +138.7% 4,482 $116K
Royal Bank of Canada 0.00% Reduce -85.9% 4,039 $105K
FMR LLC 0.00% Add +41.9% 2,403 $62K
Jones Financial Companies LLLP 0.00% Reduce -11.2% 2,374 $60K
Osaic Holdings, Inc. 0.00% Reduce -4.1% 2,067 $53K
MAI Capital Management 0.00% No change 1,189 $31K
US Bancorp \de 0.00% New 1,000 $26K
Hazlett, Burt & Watson, Inc. 0.01% No change 775 $20K
Ashton Thomas Private Wealth, LLC 0.00% New 555 $14K
Main Street Group, LTD 0.00% New 362 $9K
Rockefeller Capital Management L.P. 0.00% No change 330 $9K
IFP Advisors, Inc 0.00% No change 243 $6K
Steward Partners Investment Advisory, LLC 0.00% No change 192 $5K
National Bank of Canada 0.00% No change 170 $4K
Qube Research & Technologies Ltd 0.00% Reduce -25.4% 82 $2K
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.