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PGJ

PGJ — Institutional Holders Breakdown

Invesco Golden Dragon China

-$1.1M

Net Activity

Data as of: 2026-03-31

Institutions Holding

37

Popularity Rank

#6745

Avg Weight

0.01%

Total Value

$13.5M

Ownership Trend

37 institutions currently hold PGJ, with 16 net buyers and 15 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

15

Net Buying Institutions

16

Key Holders

Key Holders

Top 5 by Value

RJ
Raymond James Financial INC
$1.8M
VF
Virtu Financial LLC
$1.8M
IW
IHT Wealth Management, LLC
$1.8M
MS
Morgan Stanley
$1.1M
EA
Envestnet Asset Management INC
$829.9K

Top 5 by Conviction

VF
Virtu Financial LLC
0.07%
AC
Avestar Capital, LLC
0.05%
FG
Fortis Group Advisors, LLC
0.05%
IW
IHT Wealth Management, LLC
0.04%
PC
Pacific Center for Financial Services
0.03%
View all 37 holding institutions

Across its top 20 institutional holders, PGJ's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 8/100, avg. turnover score 28/100).

Quarterly Activity

Recent Activity

+$9.4M

Total Buy Value

$7.1M

Total Sell Value

New buy5
Trim11
Add11
Sold out4

16

Net Buyers

15

Net Sellers

Smart Money Convergence

PGJ does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

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AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/PGJ

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

46137V571

FAQ

Who are the top institutional investors holding INVESCO GOLDEN DRAGON CHINA (PGJ)?
Major stakeholders currently include Raymond James Financial INC ($1.8M), Virtu Financial LLC ($1.8M), IHT Wealth Management, LLC ($1.8M). Based on the latest 13F filings, there are a total of 37 tracked investment funds and institutions maintaining positions in PGJ.
What is the overall institutional sentiment toward PGJ recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $1.1M, driven by 16 managers accumulating shares while 15 reduced their exposure.
Which institutions have been selling or reducing their PGJ positions?
In the latest period, 11 funds trimmed their holdings, and 4 managers completely exited their positions. The aggregate reported sell value was $7.1M.
Are there any notable investors adding PGJ to their portfolios?
Yes, buying activity remains notable. 5 institutions opened new positions in {ticker}, and 11 existing holders added to their shares. The total reported buy value for the quarter amounted to $9.4M.

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