CPAG vs CEFZ overlap
1 institutions report holding both CPAG and CEFZ.
CPAGCEFZ
Pick 2 to 4 ETFs.
We don’t have holdings for CPAG. 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.
1
institutions report holding both, of 50 holding any
CPAG0.5% of its 13F dollars, 5.6% of its 18 holders
CEFZ0.4% of its 13F dollars, 3.0% of its 33 holders
Largest institutions holding both
| Firm | CPAG | CEFZ |
|---|---|---|
| Royal Bank of Canada | $101K | $97K |
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: CPAG institutional holders, CEFZ institutional holders.
Frequently asked questions
Do institutions hold both CPAG and CEFZ?
1 Form 13F filers report positions in both, out of 50 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%.