BITU vs AVS overlap
2 institutions report holding both BITU and AVS.
BITUAVS
Pick 2 to 4 ETFs.
We don’t have holdings for AVS. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
2
institutions report holding both, of 46 holding any
BITU6.2% of its 13F dollars, 5.3% of its 38 holders
AVS46.9% of its 13F dollars, 20.0% of its 10 holders
Largest institutions holding both
| Firm | BITU | AVS |
|---|---|---|
| IMC-Chicago, LLC | $225K | $2.6M |
| StoneX Group Inc. | $134K | $87K |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: BITU institutional holders, AVS institutional holders.
Frequently asked questions
Do institutions hold both BITU and AVS?
2 Form 13F filers report positions in both, out of 46 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.