HFXI vs FEGE overlap
HFXI and FEGE overlap 12.2% by weight, across 35 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (HFXI: July 31, 2026, FEGE: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | HFXI | FEGE | Overlap |
|---|---|---|---|
| Samsung Electron005930 | 3.70% | 4.07% | 3.70% |
| Shell PLCSHELL | 0.98% | 1.24% | 0.98% |
| Nestle SA-REGNESN | 0.98% | 1.45% | 0.98% |
| Unilever PLCULVR | 0.52% | 1.09% | 0.52% |
| LVMH MOET HenneMC | 0.52% | 1.69% | 0.52% |
| BRIT AMER TobaccBATS | 0.48% | 2.69% | 0.48% |
| CIE Financi-REGCFRHF | 0.48% | 1.54% | 0.48% |
| AIA1299 | 0.41% | 0.71% | 0.41% |
| Keyence Corp.6861 | 0.38% | 1.07% | 0.38% |
| Investor AB-BINVEB | 0.38% | 0.97% | 0.38% |
| Lloyds BankingLLOY | 0.34% | 0.92% | 0.34% |
| Mitsub ELEC Corp.6503 | 0.30% | 0.44% | 0.30% |
| RELX PLCREL | 0.24% | 0.62% | 0.24% |
| Prosus NVPROSF | 0.21% | 1.61% | 0.21% |
| DanoneBN | 0.20% | 0.82% | 0.20% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: HFXI, SEC Form N-PORT, July 31, 2026; FEGE, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | HFXI | FEGE |
|---|---|---|
| Morgan Stanley | $237.3M | $65.8M |
| Raymond James Financial Inc. | $106.0M | $137.1M |
| LPL Financial LLC | $100.7M | $141.2M |
| Bank of America Corp. | $115.0M | $97.7M |
| Royal Bank of Canada | $34.3M | $90.5M |
| UBS Group AG | $80.1M | $13.5M |
| Wealth Enhancement Advisory Services, LLC | $1.5M | $70.3M |
| Osaic Holdings, Inc. | $14.6M | $55.1M |
| Mariner, LLC | $60.5M | $1.3M |
| Commonwealth Equity Services, LLC | $32.0M | $26.8M |
| Envestnet Asset Management Inc. | $14.7M | $39.2M |
| Cetera Investment Advisers | $7.5M | $27.0M |
| D.A. Davidson & Co. | $900K | $23.5M |
| JPMorgan Chase & Co | $7K | $23.4M |
| Rockefeller Capital Management L.P. | $9.9M | $11.1M |
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: HFXI institutional holders, FEGE institutional holders.
Frequently asked questions
How much do HFXI and FEGE overlap?
12.2% by weight, with 35 holdings in common, using holdings for HFXI as of July 31, 2026 and FEGE as of May 31, 2026. The largest shared position is 005930.
Do institutions hold both HFXI and FEGE?
41 Form 13F filers report positions in both, out of 265 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%.