HFXI vs FPEI overlap
HFXI and FPEI overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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; FPEI, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | HFXI | FPEI |
|---|---|---|
| Morgan Stanley | $237.3M | $381.8M |
| UBS Group AG | $80.1M | $192.5M |
| Bank of America Corp. | $115.0M | $116.0M |
| LPL Financial LLC | $100.7M | $86.9M |
| Raymond James Financial Inc. | $106.0M | $40.0M |
| Royal Bank of Canada | $34.3M | $102.6M |
| Mariner, LLC | $60.5M | $613K |
| Envestnet Asset Management Inc. | $14.7M | $32.8M |
| NewEdge Advisors, LLC | $2.7M | $43.8M |
| Commonwealth Equity Services, LLC | $32.0M | $7.3M |
| Truist Financial Corp. | $454K | $31.0M |
| Osaic Holdings, Inc. | $14.6M | $14.9M |
| Flynn ZITO Capital Management, LLC | $21.7M | $3.5M |
| Cetera Investment Advisers | $7.5M | $13.6M |
| Rockefeller Capital Management L.P. | $9.9M | $6.4M |
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, FPEI institutional holders.
Frequently asked questions
How much do HFXI and FPEI overlap?
0.0% by weight, with 0 holdings in common, using holdings for HFXI as of July 31, 2026 and FPEI as of July 31, 2026.
Do institutions hold both HFXI and FPEI?
50 Form 13F filers report positions in both, out of 277 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%.