HDG vs DUKQ overlap
1 institutions report holding both HDG and DUKQ.
HDGDUKQ
Pick 2 to 4 ETFs.
We don’t have holdings for DUKQ. 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.
1
institutions report holding both, of 16 holding any
HDG0.2% of its 13F dollars, 8.3% of its 12 holders
DUKQ0.0% of its 13F dollars, 20.0% of its 5 holders
Largest institutions holding both
| Firm | HDG | DUKQ |
|---|---|---|
| Osaic Holdings, Inc. | $25K | $5K |
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: HDG institutional holders, DUKQ institutional holders.
Frequently asked questions
Do institutions hold both HDG and DUKQ?
1 Form 13F filers report positions in both, out of 16 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%.