EPU vs AVXC overlap
EPU and AVXC overlap 0.7% by weight, across 8 shared holdings.
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Top shared holdings
| Holding | EPU | AVXC | Overlap |
|---|---|---|---|
| Cia de Minas Buenaventura SAABVN | 4.59% | 0.29% | 0.29% |
| Credicorp Ltd.BAP | 23.38% | 0.17% | 0.17% |
| Southern CopperSCCO | 23.32% | 0.10% | 0.10% |
| Parque AraucoPARAUCO | 2.88% | 0.06% | 0.06% |
| Falabella SAFALAB | 2.30% | 0.03% | 0.03% |
| ISA SAISA | 2.68% | 0.02% | 0.02% |
| EntelENTEL | 1.49% | 0.02% | 0.02% |
| Intercorp FinancIFS | 3.05% | 0.01% | 0.01% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: EPU, SEC Form N-PORT, May 31, 2026; AVXC, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | EPU | AVXC |
|---|---|---|
| Susquehanna International Group, LLP | $2.4M | $16.0M |
| Jane Street Group, LLC | $11.9M | $4.7M |
| Old Mission Capital LLC | $2.4M | $10.5M |
| Morgan Stanley | $11.6M | $7K |
| UBS Group AG | $9.2M | $13K |
| LPL Financial LLC | $965K | $5.3M |
| Citadel Advisors LLC | $5.1M | $586K |
| Wells Fargo & Company | $5.6M | $1K |
| JPMorgan Chase & Co | $10K | $3.3M |
| Osaic Holdings, Inc. | $1.5M | $162K |
| Focus Partners Wealth | $243K | $362K |
| Royal Bank of Canada | $582K | $0 |
| Harbour Investments, Inc. | $668 | $3K |
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: EPU institutional holders, AVXC institutional holders.
Frequently asked questions
How much do EPU and AVXC overlap?
0.7% by weight, with 8 holdings in common, using holdings for EPU as of May 31, 2026 and AVXC as of May 31, 2026. The largest shared position is BVN.
Do institutions hold both EPU and AVXC?
13 Form 13F filers report positions in both, out of 128 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%.