HIPS vs ACEI overlap
3 institutions report holding both HIPS and ACEI.
HIPSACEI
Pick 2 to 4 ETFs.
We don’t have holdings for HIPS, ACEI. 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.
3
institutions report holding both, of 56 holding any
HIPS1.8% of its 13F dollars, 9.4% of its 32 holders
ACEI12.4% of its 13F dollars, 11.1% of its 27 holders
Largest institutions holding both
| Firm | HIPS | ACEI |
|---|---|---|
| Beacon Pointe Advisors, LLC | $185K | $2.1M |
| Strategic Blueprint, LLC | $269K | $1.0M |
| Global Retirement Partners, LLC | $11K | $2K |
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: HIPS institutional holders, ACEI institutional holders.
Frequently asked questions
Do institutions hold both HIPS and ACEI?
3 Form 13F filers report positions in both, out of 56 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%.