FXE vs FEMS overlap
17 institutions report holding both FXE and FEMS.
FXEFEMS
Pick 2 to 4 ETFs.
We don’t have holdings for FXE. 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.
17
institutions report holding both, of 126 holding any
FXE47.5% of its 13F dollars, 22.1% of its 77 holders
FEMS47.1% of its 13F dollars, 25.8% of its 66 holders
Largest institutions holding both
| Firm | FXE | FEMS |
|---|---|---|
| Morgan Stanley | $36.6M | $21.3M |
| Wells Fargo & Company | $4.0M | $20.2M |
| Susquehanna International Group, LLP | $15.8M | $1.9M |
| LPL Financial LLC | $868K | $12.4M |
| UBS Group AG | $3.1M | $2.1M |
| Flow Traders U.S. LLC | $1.1M | $3.0M |
| Royal Bank of Canada | $812K | $2.8M |
| Captrust Financial Advisors | $2.2M | $722K |
| Commonwealth Equity Services, LLC | $2.2M | $531K |
| Stifel Financial Corp. | $315K | $2.4M |
| Cambridge Investment Research Advisors, Inc. | $772K | $1.4M |
| Ashton Thomas Private Wealth, LLC | $2.1M | $6K |
| Osaic Holdings, Inc. | $142K | $1.6M |
| Farther Finance Advisors, LLC | $199K | $1.2M |
| Envestnet Asset Management Inc. | $439K | $543K |
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: FXE institutional holders, FEMS institutional holders.
Frequently asked questions
Do institutions hold both FXE and FEMS?
17 Form 13F filers report positions in both, out of 126 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%.