HAIL vs CQTM overlap
2 institutions report holding both HAIL and CQTM.
HAILCQTM
Pick 2 to 4 ETFs.
We don’t have holdings for CQTM. 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.
2
institutions report holding both, of 25 holding any
HAIL0.1% of its 13F dollars, 10.0% of its 20 holders
CQTM2.8% of its 13F dollars, 28.6% of its 7 holders
Largest institutions holding both
| Firm | HAIL | CQTM |
|---|---|---|
| Steward Partners Investment Advisory, LLC | $1K | $63K |
| Simplex Trading, LLC | $2K | $856 |
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: HAIL institutional holders, CQTM institutional holders.
Frequently asked questions
Do institutions hold both HAIL and CQTM?
2 Form 13F filers report positions in both, out of 25 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%.