FXA vs AGNG overlap
11 institutions report holding both FXA and AGNG.
FXAAGNG
Pick 2 to 4 ETFs.
We don’t have holdings for FXA. 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.
11
institutions report holding both, of 62 holding any
FXA23.1% of its 13F dollars, 40.7% of its 27 holders
AGNG31.7% of its 13F dollars, 23.9% of its 46 holders
Largest institutions holding both
| Firm | FXA | AGNG |
|---|---|---|
| Cetera Investment Advisers | $283K | $3.7M |
| Ashton Thomas Private Wealth, LLC | $2.5M | $20K |
| Citadel Advisors LLC | $521K | $2.0M |
| Flow Traders U.S. LLC | $956K | $1.3M |
| Bank of America Corp. | $234K | $1.3M |
| Morgan Stanley | $1.3M | $22K |
| Osaic Holdings, Inc. | $36K | $600K |
| Royal Bank of Canada | $605K | $6K |
| Wells Fargo & Company | $176K | $13K |
| Simplex Trading, LLC | $89K | $2K |
| FMR LLC | $1K | $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: FXA institutional holders, AGNG institutional holders.
Frequently asked questions
Do institutions hold both FXA and AGNG?
11 Form 13F filers report positions in both, out of 62 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%.