FXY vs FAN overlap
24 institutions report holding both FXY and FAN.
FXYFAN
Pick 2 to 4 ETFs.
We don’t have holdings for FXY. 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.
24
institutions report holding both, of 149 holding any
FXY53.4% of its 13F dollars, 40.0% of its 60 holders
FAN47.9% of its 13F dollars, 21.2% of its 113 holders
Largest institutions holding both
| Firm | FXY | FAN |
|---|---|---|
| Morgan Stanley | $7.9M | $25.0M |
| Federation des caisses Desjardins du Quebec | $25.4M | $11K |
| Wells Fargo & Company | $10.9M | $9.7M |
| Susquehanna International Group, LLP | $14.0M | $855K |
| UBS Group AG | $2.7M | $9.9M |
| LPL Financial LLC | $2.3M | $8.7M |
| National Bank of Canada | $7.1M | $64K |
| Royal Bank of Canada | $2.0M | $4.1M |
| Bank of America Corp. | $627K | $5.0M |
| Oppenheimer & Co Inc. | $293K | $4.1M |
| Private Advisory Group LLC | $3.0M | $846K |
| Osaic Holdings, Inc. | $1.7M | $607K |
| Commonwealth Equity Services, LLC | $274K | $1.8M |
| Cambridge Investment Research Advisors, Inc. | $422K | $830K |
| Cetera Investment Advisers | $501K | $308K |
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: FXY institutional holders, FAN institutional holders.
Frequently asked questions
Do institutions hold both FXY and FAN?
24 Form 13F filers report positions in both, out of 149 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%.