EVNT vs ERET overlap
1 institutions report holding both EVNT and ERET.
EVNTERET
Pick 2 to 4 ETFs.
We don’t have holdings for EVNT. 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.
1
institutions report holding both, of 14 holding any
EVNT0.0% of its 13F dollars, 20.0% of its 5 holders
ERET0.1% of its 13F dollars, 10.0% of its 10 holders
Largest institutions holding both
| Firm | EVNT | ERET |
|---|---|---|
| Morgan Stanley | $15 | $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: EVNT institutional holders, ERET institutional holders.
Frequently asked questions
Do institutions hold both EVNT and ERET?
1 Form 13F filers report positions in both, out of 14 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%.