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Invesco Golden Dragon China ETF (PGJ) Institutional Ownership

Invesco Golden Dragon China ETF logo
$26.87
+0.02 (+0.07%)
(As of 11/1/2024 ET)

Institutional Ownership Changes (13F Filings) for Invesco Golden Dragon China ETF (NASDAQ:PGJ)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$1.64M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$1.85M
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PGJ Institutional Buying and Selling by Quarter

Invesco Golden Dragon China ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/24/2024 Wealth Enhancement Advisory Services LLC8,705$245K0.0%N/A0.139%
8/10/2024Virtu Financial LLC34,845$775K0.1%N/A0.601%
7/31/2024Commonwealth Equity Services LLC13,449$299K0.0%+8.1%0.232%
7/27/2024 Sterneck Capital Management LLC72,625$1.62M0.9%-2.1%1.252%
5/6/2024MGB Wealth Management LLC3,000$74K0.0%N/A0.051%
2/26/2024Virtu Financial LLC17,106$445K0.0%-49.2%0.303%
2/13/2024Tower Research Capital LLC TRC3,072$80K0.0%+1,068.1%0.054%
2/2/2024Harvest Fund Management Co. Ltd1,706$44K0.0%-61.5%0.028%
1/16/2024Raymond James & Associates21,166$551K0.0%-34.2%0.348%
1/16/2024 Sterneck Capital Management LLC72,477$1.89M1.2%+6.3%1.192%
12/6/2023Citigroup Inc.9,299$252K0.0%+515.4%0.149%
11/14/2023 Sterneck Capital Management LLC68,155$1.84M1.2%-2.7%1.090%
11/13/2023Stifel Financial Corp80,343$2.17M0.0%+2.0%1.285%
11/8/2023 Janney Montgomery Scott LLC9,566$259K0.0%-79.0%0.153%
11/7/2023Harvest Fund Management Co. Ltd4,427$120K0.0%+268.9%0.071%
10/24/2023Raymond James & Associates32,166$870K0.0%-37.7%0.495%
8/10/2023 Meitav Investment House Ltd.2,640$70K0.0%N/A0.040%
7/31/2023LPL Financial LLC41,033$1.09M0.0%-51.1%0.619%
7/26/2023 Janney Montgomery Scott LLC45,568$1.21M0.0%-5.7%0.693%
7/25/2023Raymond James & Associates51,664$1.38M0.0%-9.4%0.785%
7/10/2023Level Four Advisory Services LLC10,022$267K0.0%+19.4%0.151%
7/7/2023Harvest Fund Management Co. Ltd1,200$32K0.0%-95.3%0.018%
6/5/2023Level Four Advisory Services LLC8,394$249K0.0%N/A0.112%
5/11/2023Harvest Fund Management Co. Ltd25,432$755K0.2%-8.2%0.340%
5/10/2023 Private Advisor Group LLC106,305$3.16M0.0%N/A1.421%
5/10/2023Credit Suisse AG531,000$15.77M0.0%-30.6%7.099%
5/9/2023Tower Research Capital LLC TRC12,932$384K0.0%+416.9%0.173%
5/1/2023Virtu Financial LLC76,208$2.26M0.2%+878.0%1.015%
4/28/2023 Janney Montgomery Scott LLC48,301$1.43M0.0%-4.3%0.636%
4/27/2023Simplex Trading LLC6,376$189K0.0%-47.4%0.084%
4/19/2023 Sterneck Capital Management LLC69,787$2.07M1.3%-0.5%0.918%
4/14/2023Raymond James & Associates57,022$1.69M0.0%+22.7%0.742%
2/13/2023BOKF NA16,925$463K0.0%N/A0.209%
2/10/2023Blair William & Co. IL2,850$78K0.0%+2,750.0%0.035%
2/8/2023Raymond James & Associates46,462$1.27M0.0%+70.3%0.573%
2/8/2023Axim Planning & Wealth26,650$728K0.7%-98.4%0.329%
2/7/2023Commonwealth Equity Services LLC14,373$392K0.0%-11.0%0.177%
2/7/2023Envestnet Asset Management Inc.11,706$320K0.0%-5.6%0.144%
2/6/2023Harvest Fund Management Co. Ltd27,706$586K0.2%N/A0.342%
2/2/2023Simplex Trading LLC12,115$331K0.0%N/A0.150%
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2/1/2023 Janney Montgomery Scott LLC50,475$1.38M0.0%N/A0.626%
1/19/2023 Sterneck Capital Management LLC70,170$1.92M1.3%N/A0.884%
1/18/2023Activest Wealth Management1,265$35K0.0%N/A0.016%
11/22/2022IHT Wealth Management LLC84,686$2.15M0.2%+27.0%0.965%
11/15/2022 KWB Wealth9,046$230K0.0%N/A0.103%
11/10/2022Tower Research Capital LLC TRC74,447$1.89M0.0%+1,424.6%0.848%
11/10/2022UBS Group AG194,464$4.93M0.0%-50.7%2.215%
10/27/2022 US Bancorp DE73,738$1.87M0.0%-4.5%0.850%
10/25/2022Raymond James & Associates27,281$692K0.0%+39.8%0.310%
8/15/2022LGL Partners LLC12,544$409K0.1%N/A0.131%
8/12/2022Credit Suisse AG765,000$24.93M0.0%+27.5%7.960%
8/11/2022UBS Group AG394,340$12.85M0.0%+1.4%4.103%
8/8/2022Pasadena Private Wealth LLC95,173$3.10M1.1%N/A0.990%
8/4/2022Northwestern Mutual Wealth Management Co.1,020$33K0.0%-69.7%0.011%
8/3/2022 Janney Montgomery Scott LLC43,468$1.43M0.0%N/A0.453%
8/1/2022 US Bancorp DE77,197$2.52M0.0%+4.4%0.805%
7/29/2022Merriman Wealth Management LLC22,468$732K0.1%N/A0.234%
7/22/2022Stratos Wealth Advisors LLC17,806$580K0.1%N/A0.184%
7/21/2022 Winthrop Advisory Group LLC6,750$220K0.1%N/A0.070%
5/13/2022Global Endowment Management LP27,300$791K0.1%N/A0.314%
5/12/2022Cetera Advisors LLC1,127,220$32.67M0.7%N/A12.957%
5/11/2022 US Bancorp DE73,938$2.14M0.0%N/A0.850%
5/9/2022Northwestern Mutual Wealth Management Co.3,367$98K0.0%N/A0.039%
5/5/2022Pacific Center for Financial Services7,599$220K0.1%-32.6%0.087%
5/4/2022Commonwealth Equity Services LLC15,932$461K0.0%+9.6%0.184%
5/4/2022Envestnet Asset Management Inc.19,235$557K0.0%-9.4%0.222%
5/2/2022Simplex Trading LLC2,130$61K0.0%N/A0.025%
4/25/2022 Miracle Mile Advisors LLC10,500$304K0.0%N/A0.122%
2/14/2022 Waterfront Wealth Inc.7,250$265K0.1%N/A0.117%
2/14/2022IHT Wealth Management LLC31,150$1.14M0.1%+522.4%0.501%
2/8/2022Raymond James & Associates21,560$787K0.0%N/A0.348%
2/4/2022Envestnet Asset Management Inc.21,221$774K0.0%-14.2%0.342%
2/3/2022Advisor Group Holdings Inc.2,268$82K0.0%-14.1%0.036%
2/1/2022Merriman Wealth Management LLC15,283$558K0.0%N/A0.245%
1/31/2022Commonwealth Equity Services LLC14,542$530K0.0%+11.5%0.233%
1/25/2022 Sterneck Capital Management LLC23,840$870K0.5%N/A0.398%
1/25/2022 Belvedere Trading LLC13,327$463K0.0%N/A0.223%
1/21/2022 Cox Capital Mgt LLC40,224$1.47M0.9%N/A0.686%
1/19/2022 Symphony Financial Ltd. Co.13,794$503K0.1%-81.0%0.237%
1/13/2022Activest Wealth Management817$30K0.0%N/A0.014%
11/15/2021Morgan Stanley304,048$12.83M0.0%+81.9%5.589%
11/12/2021Credit Suisse AG300,000$12.66M0.0%N/A5.515%
11/12/2021First Republic Investment Management Inc.114,236$4.82M0.0%N/A2.100%
11/10/2021Citigroup Inc.7,249$306K0.0%+180.0%0.134%
11/5/2021Advisor Group Holdings Inc.2,640$110K0.0%-55.0%0.049%
10/29/2021Commonwealth Equity Services LLC13,042$550K0.0%+15.2%0.243%
10/22/2021 Global Retirement Partners LLC630$27K0.0%+500.0%0.012%
10/12/2021 Symphony Financial Ltd. Co.72,717$3.01M1.0%N/A1.390%
8/17/2021Wells Fargo & Company MN63,676$3.90M0.0%+3.5%1.384%
8/17/2021Citadel Advisors LLC17,434$1.07M0.0%+356.5%0.379%
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8/16/2021Bank of America Corp DE34,316$2.10M0.0%-25.0%0.746%
8/16/2021Morgan Stanley167,185$10.24M0.0%-4.0%3.634%
8/16/2021Tocqueville Asset Management L.P.13,700$839K0.0%-2.1%0.298%
8/13/2021LPL Financial LLC25,553$1.57M0.0%-17.4%0.565%
8/11/2021Commonwealth Equity Services LLC11,321$693K0.0%-39.1%0.252%
8/4/2021Envestnet Asset Management Inc.24,015$1.47M0.0%+189.4%0.556%
8/2/2021Advisor Group Holdings Inc.5,864$359K0.0%-14.0%0.139%
(Data available from 1/1/2016 forward)

PGJ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PGJ shares?

During the previous two years, 25 institutional investors and hedge funds held shares of Invesco Golden Dragon China ETF. The most heavily invested institutionals were Credit Suisse AG ($15.77M), UBS Group AG ($4.93M), Private Advisor Group LLC ($3.16M), Stifel Financial Corp ($2.17M), IHT Wealth Management LLC ($2.15M), Sterneck Capital Management LLC ($1.62M), and LPL Financial LLC ($1.09M).Learn more on PGJ's institutional investors.

Which institutional investors have been buying Invesco Golden Dragon China ETF stock?

Of the 20 institutional investors that purchased Invesco Golden Dragon China ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Private Advisor Group LLC ($106.31K), Virtu Financial LLC ($103.26K), Tower Research Capital LLC TRC ($82.80K), Sterneck Capital Management LLC ($74.49K), Janney Montgomery Scott LLC ($50.48K), Harvest Fund Management Co. Ltd ($30.93K), and Raymond James & Associates ($29.74K).

How much institutional buying is happening at Invesco Golden Dragon China ETF?

Institutional investors have bought a total of 572,829 shares in the last 24 months. This purchase volume represents approximately $35.80M in transactions.

Which Invesco Golden Dragon China ETF major shareholders have been selling company stock?

Of the 12 institutional investors that sold Invesco Golden Dragon China ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Axim Planning & Wealth ($1.62M), Credit Suisse AG ($234K), UBS Group AG ($199.88K), LPL Financial LLC ($42.95K), Janney Montgomery Scott LLC ($40.91K), Raymond James & Associates ($35.86K), and Harvest Fund Management Co. Ltd ($29.23K).

How much institutional selling is happening at Invesco Golden Dragon China ETF?

Institutional investors have sold a total of 2,230,083 shares in the last 24 months. This volume of shares sold represents approximately $124.92M in transactions.



This page (NASDAQ:PGJ) was last updated on 11/2/2024 by MarketBeat.com Staff
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