EVMT vs DTRE overlap
4 institutions report holding both EVMT and DTRE.
EVMTDTRE
Pick 2 to 4 ETFs.
We don’t have holdings for EVMT. 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.
4
institutions report holding both, of 19 holding any
EVMT21.5% of its 13F dollars, 50.0% of its 8 holders
DTRE39.4% of its 13F dollars, 26.7% of its 15 holders
Largest institutions holding both
| Firm | EVMT | DTRE |
|---|---|---|
| Susquehanna International Group, LLP | $543K | $644K |
| Jane Street Group, LLC | $306K | $768K |
| Morgan Stanley | $27 | $148K |
| UBS Group AG | $4K | $7K |
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: EVMT institutional holders, DTRE institutional holders.
Frequently asked questions
Do institutions hold both EVMT and DTRE?
4 Form 13F filers report positions in both, out of 19 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%.