FMET vs BWET overlap
3 institutions report holding both FMET and BWET.
FMETBWET
Pick 2 to 4 ETFs.
We don’t have holdings for BWET. 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.
3
institutions report holding both, of 20 holding any
FMET59.6% of its 13F dollars, 27.3% of its 11 holders
BWET17.3% of its 13F dollars, 25.0% of its 12 holders
Largest institutions holding both
| Firm | FMET | BWET |
|---|---|---|
| Citadel Advisors LLC | $2.5M | $690K |
| Morgan Stanley | $3K | $15K |
| UBS Group AG | $7K | $8K |
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: FMET institutional holders, BWET institutional holders.
Frequently asked questions
Do institutions hold both FMET and BWET?
3 Form 13F filers report positions in both, out of 20 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%.