HODU vs CRMG overlap
3 institutions report holding both HODU and CRMG.
HODUCRMG
Pick 2 to 4 ETFs.
We don’t have holdings for CRMG. 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 16 holding any
HODU92.4% of its 13F dollars, 60.0% of its 5 holders
CRMG38.3% of its 13F dollars, 21.4% of its 14 holders
Largest institutions holding both
| Firm | HODU | CRMG |
|---|---|---|
| Optiver Holding B.V. | $2.3M | $677K |
| Susquehanna International Group, LLP | $662K | $282K |
| Goldman Sachs Group Inc. | $273K | $386K |
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: HODU institutional holders, CRMG institutional holders.
Frequently asked questions
Do institutions hold both HODU and CRMG?
3 Form 13F filers report positions in both, out of 16 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%.