ERY vs AMDW overlap
2 institutions report holding both ERY and AMDW.
ERYAMDW
Pick 2 to 4 ETFs.
We don’t have holdings for ERY. 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 22 holding any
ERY20.4% of its 13F dollars, 11.1% of its 18 holders
AMDW8.0% of its 13F dollars, 33.3% of its 6 holders
Largest institutions holding both
| Firm | ERY | AMDW |
|---|---|---|
| Susquehanna International Group, LLP | $2.4M | $911K |
| UBS Group AG | $13 | $15K |
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: ERY institutional holders, AMDW institutional holders.
Frequently asked questions
Do institutions hold both ERY and AMDW?
2 Form 13F filers report positions in both, out of 22 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%.