GLWG vs AMDW overlap
4 institutions report holding both GLWG and AMDW.
GLWGAMDW
Pick 2 to 4 ETFs.
We don’t have holdings for GLWG. 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.
4
institutions report holding both, of 23 holding any
GLWG13.8% of its 13F dollars, 19.1% of its 21 holders
AMDW15.3% of its 13F dollars, 66.7% of its 6 holders
Largest institutions holding both
| Firm | GLWG | AMDW |
|---|---|---|
| HRT Financial LP | $1.2M | $635K |
| Susquehanna International Group, LLP | $367K | $911K |
| Group One Trading LLC | $5K | $222K |
| UBS Group AG | $5K | $15K |
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: GLWG institutional holders, AMDW institutional holders.
Frequently asked questions
Do institutions hold both GLWG and AMDW?
4 Form 13F filers report positions in both, out of 23 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%.