EDC vs BEX overlap
7 institutions report holding both EDC and BEX.
EDCBEX
Pick 2 to 4 ETFs.
We don’t have holdings for BEX. 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.
7
institutions report holding both, of 38 holding any
EDC44.3% of its 13F dollars, 21.9% of its 32 holders
BEX66.5% of its 13F dollars, 53.9% of its 13 holders
Largest institutions holding both
| Firm | EDC | BEX |
|---|---|---|
| Goldman Sachs Group Inc. | $2.5M | $1.7M |
| Citadel Advisors LLC | $1.4M | $2.0M |
| Optiver Holding B.V. | $199K | $3.1M |
| Susquehanna International Group, LLP | $1.5M | $1.1M |
| IMC-Chicago, LLC | $941K | $1.6M |
| Belvedere Trading LLC | $0 | $200K |
| Simplex Trading, LLC | $132K | $20K |
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: EDC institutional holders, BEX institutional holders.
Frequently asked questions
Do institutions hold both EDC and BEX?
7 Form 13F filers report positions in both, out of 38 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%.