HSMV vs BHYP overlap
3 institutions report holding both HSMV and BHYP.
HSMVBHYP
Pick 2 to 4 ETFs.
We don’t have holdings for BHYP. 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 37 holding any
HSMV18.4% of its 13F dollars, 17.6% of its 17 holders
BHYP13.8% of its 13F dollars, 13.0% of its 23 holders
Largest institutions holding both
| Firm | HSMV | BHYP |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $5.8M | $402K |
| UBS Group AG | $11K | $5.1M |
| Tower Research Capital LLC (TRC) | $1.6M | $1K |
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: HSMV institutional holders, BHYP institutional holders.
Frequently asked questions
Do institutions hold both HSMV and BHYP?
3 Form 13F filers report positions in both, out of 37 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%.