CTA vs CBOX overlap
2 institutions report holding both CTA and CBOX.
CTACBOX
Pick 2 to 4 ETFs.
We don’t have holdings for CBOX. 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 253 holding any
CTA1.1% of its 13F dollars, 0.8% of its 251 holders
CBOX0.2% of its 13F dollars, 50.0% of its 4 holders
Largest institutions holding both
| Firm | CTA | CBOX |
|---|---|---|
| &Partners | $11.5M | $401K |
| Susquehanna International Group, LLP | $358K | $1.7M |
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: CTA institutional holders, CBOX institutional holders.
Frequently asked questions
Do institutions hold both CTA and CBOX?
2 Form 13F filers report positions in both, out of 253 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%.