FXA vs EVX overlap
10 institutions report holding both FXA and EVX.
FXAEVX
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.
10
institutions report holding both, of 65 holding any
FXA14.5% of its 13F dollars, 37.0% of its 27 holders
EVX28.9% of its 13F dollars, 20.8% of its 48 holders
Largest institutions holding both
| Firm | FXA | EVX |
|---|---|---|
| Morgan Stanley | $1.3M | $3.1M |
| Bank of America Corp. | $234K | $2.3M |
| PFG Investments, LLC | $517K | $945K |
| UBS Group AG | $863K | $589K |
| Envestnet Asset Management Inc. | $218K | $585K |
| Cetera Investment Advisers | $283K | $464K |
| Royal Bank of Canada | $605K | $50K |
| Wells Fargo & Company | $176K | $25K |
| Osaic Holdings, Inc. | $36K | $154K |
| FMR LLC | $1K | $86K |
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, EVX institutional holders.
Frequently asked questions
Do institutions hold both FXA and EVX?
10 Form 13F filers report positions in both, out of 65 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%.