FXY vs FXE overlap
26 institutions report holding both FXY and FXE.
FXYFXE
Pick 2 to 4 ETFs.
We don’t have holdings for FXY, 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.
26
institutions report holding both, of 111 holding any
FXY58.1% of its 13F dollars, 43.3% of its 60 holders
FXE77.3% of its 13F dollars, 33.8% of its 77 holders
Largest institutions holding both
| Firm | FXY | FXE |
|---|---|---|
| Morgan Stanley | $7.9M | $36.6M |
| Susquehanna International Group, LLP | $14.0M | $15.8M |
| Federation des caisses Desjardins du Quebec | $25.4M | $129K |
| Bank of America Corp. | $627K | $24.5M |
| Wells Fargo & Company | $10.9M | $4.0M |
| Goldman Sachs Group Inc. | $1.2M | $7.9M |
| National Bank of Canada | $7.1M | $402K |
| Advisory Services Network, LLC | $820K | $6.1M |
| UBS Group AG | $2.7M | $3.1M |
| Leuthold Group, LLC | $1.8M | $3.7M |
| Captrust Financial Advisors | $2.1M | $2.2M |
| Blair William & Co | $1.8M | $2.1M |
| LPL Financial LLC | $2.3M | $868K |
| Royal Bank of Canada | $2.0M | $812K |
| Commonwealth Equity Services, LLC | $274K | $2.2M |
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, FXE institutional holders.
Frequently asked questions
Do institutions hold both FXY and FXE?
26 Form 13F filers report positions in both, out of 111 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%.