CPSU vs BUFX overlap
2 institutions report holding both CPSU and BUFX.
CPSUBUFX
Pick 2 to 4 ETFs.
We don’t have holdings for CPSU. 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 26 holding any
CPSU3.2% of its 13F dollars, 14.3% of its 14 holders
BUFX2.5% of its 13F dollars, 14.3% of its 14 holders
Largest institutions holding both
| Firm | CPSU | BUFX |
|---|---|---|
| Old Mission Capital LLC | $428K | $321K |
| Osaic Holdings, Inc. | $11K | $25K |
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: CPSU institutional holders, BUFX institutional holders.
Frequently asked questions
Do institutions hold both CPSU and BUFX?
2 Form 13F filers report positions in both, out of 26 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%.