FXU vs ATMP overlap
15 institutions report holding both FXU and ATMP.
FXUATMP
Pick 2 to 4 ETFs.
We don’t have holdings for ATMP. 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.
15
institutions report holding both, of 221 holding any
FXU31.4% of its 13F dollars, 7.6% of its 198 holders
ATMP1.8% of its 13F dollars, 39.5% of its 38 holders
Largest institutions holding both
| Firm | FXU | ATMP |
|---|---|---|
| Morgan Stanley | $83.9M | $1.2M |
| Wells Fargo & Company | $38.4M | $550K |
| Raymond James Financial Inc. | $30.4M | $201K |
| UBS Group AG | $14.8M | $1.3M |
| Royal Bank of Canada | $5.0M | $57K |
| Equitable Holdings, Inc. | $3.2M | $467K |
| Orion Porfolio Solutions, LLC | $1.1M | $2.6M |
| MML Investors Services, LLC | $2.7M | $444K |
| Wealth Enhancement Advisory Services, LLC | $1.5M | $332K |
| Susquehanna International Group, LLP | $378K | $1.3M |
| Rockefeller Capital Management L.P. | $383K | $702K |
| Blair William & Co | $4K | $986K |
| Fifth Third Bancorp | $615K | $107K |
| MGO One Seven LLC | $299K | $221K |
| Ancora Advisors LLC | $12K | $38K |
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: FXU institutional holders, ATMP institutional holders.
Frequently asked questions
Do institutions hold both FXU and ATMP?
15 Form 13F filers report positions in both, out of 221 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%.