HEDG vs BAPR overlap
9 institutions report holding both HEDG and BAPR.
HEDGBAPR
Pick 2 to 4 ETFs.
We don’t have holdings for BAPR. 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.
9
institutions report holding both, of 153 holding any
HEDG33.3% of its 13F dollars, 23.1% of its 39 holders
BAPR7.9% of its 13F dollars, 7.3% of its 123 holders
Largest institutions holding both
| Firm | HEDG | BAPR |
|---|---|---|
| HighTower Advisors, LLC | $80.6M | $9.4M |
| Envestnet Asset Management Inc. | $16.4M | $5.8M |
| Raymond James Financial Inc. | $7.8M | $3.8M |
| Commonwealth Equity Services, LLC | $1.8M | $4.8M |
| Janney Montgomery Scott LLC | $1.4M | $1.2M |
| Steward Partners Investment Advisory, LLC | $2.2M | $167K |
| Old Mission Capital LLC | $564K | $807K |
| Farther Finance Advisors, LLC | $970K | $321K |
| FMR LLC | $1K | $6K |
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: HEDG institutional holders, BAPR institutional holders.
Frequently asked questions
Do institutions hold both HEDG and BAPR?
9 Form 13F filers report positions in both, out of 153 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%.