CBRG vs AMDW overlap
3 institutions report holding both CBRG and AMDW.
CBRGAMDW
Pick 2 to 4 ETFs.
We don’t have holdings for CBRG. 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.
3
institutions report holding both, of 11 holding any
CBRG8.1% of its 13F dollars, 37.5% of its 8 holders
AMDW15.2% of its 13F dollars, 50.0% of its 6 holders
Largest institutions holding both
| Firm | CBRG | AMDW |
|---|---|---|
| Susquehanna International Group, LLP | $471K | $911K |
| HRT Financial LP | $481K | $635K |
| Group One Trading LLC | $4K | $222K |
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: CBRG institutional holders, AMDW institutional holders.
Frequently asked questions
Do institutions hold both CBRG and AMDW?
3 Form 13F filers report positions in both, out of 11 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%.