HFXI vs FTHI overlap
HFXI and FTHI overlap 0.2% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | HFXI | FTHI | Overlap |
|---|---|---|---|
| Deutsche Bank-RGDB | 0.25% | 0.10% | 0.10% |
| Totalenergies SETTE | 0.67% | 0.09% | 0.09% |
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; FTHI, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | HFXI | FTHI |
|---|---|---|
| Ameriprise Financial Inc. | $289.5M | $79.3M |
| LPL Financial LLC | $100.7M | $264.1M |
| Morgan Stanley | $237.3M | $510K |
| Raymond James Financial Inc. | $106.0M | $105.4M |
| Wells Fargo & Company | $15K | $181.7M |
| Envestnet Asset Management Inc. | $14.7M | $92.1M |
| Royal Bank of Canada | $34.3M | $66.8M |
| UBS Group AG | $80.1M | $2K |
| Commonwealth Equity Services, LLC | $32.0M | $47.2M |
| D.A. Davidson & Co. | $900K | $74.6M |
| Cetera Investment Advisers | $7.5M | $45.9M |
| Osaic Holdings, Inc. | $14.6M | $13.3M |
| Cambridge Investment Research Advisors, Inc. | $448K | $25.5M |
| Rockefeller Capital Management L.P. | $9.9M | $6.4M |
| Stifel Financial Corp. | $268K | $14.3M |
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, FTHI institutional holders.
Frequently asked questions
How much do HFXI and FTHI overlap?
0.2% by weight, with 2 holdings in common, using holdings for HFXI as of July 31, 2026 and FTHI as of June 30, 2026. The largest shared position is DB.
Do institutions hold both HFXI and FTHI?
49 Form 13F filers report positions in both, out of 288 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%.