CRDU vs BOIL overlap
5 institutions report holding both CRDU and BOIL.
CRDUBOIL
Pick 2 to 4 ETFs.
We don’t have holdings for CRDU, 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.
5
institutions report holding both, of 34 holding any
CRDU27.9% of its 13F dollars, 41.7% of its 12 holders
BOIL32.1% of its 13F dollars, 18.5% of its 27 holders
Largest institutions holding both
| Firm | CRDU | BOIL |
|---|---|---|
| Goldman Sachs Group Inc. | $2.4M | $2.7M |
| Susquehanna International Group, LLP | $1.9M | $1.2M |
| Morgan Stanley | $950 | $631K |
| Group One Trading LLC | $23K | $367K |
| UBS Group AG | $67K | $123K |
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: CRDU institutional holders, BOIL institutional holders.
Frequently asked questions
Do institutions hold both CRDU and BOIL?
5 Form 13F filers report positions in both, out of 34 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%.