BOIL vs AMZW overlap
2 institutions report holding both BOIL and AMZW.
BOILAMZW
Pick 2 to 4 ETFs.
We don’t have holdings for BOIL. 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 29 holding any
BOIL2.4% of its 13F dollars, 7.4% of its 27 holders
AMZW0.6% of its 13F dollars, 50.0% of its 4 holders
Largest institutions holding both
| Firm | BOIL | AMZW |
|---|---|---|
| Group One Trading LLC | $367K | $72K |
| Simplex Trading, LLC | $5K | $17K |
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: BOIL institutional holders, AMZW institutional holders.
Frequently asked questions
Do institutions hold both BOIL and AMZW?
2 Form 13F filers report positions in both, out of 29 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%.