HYFI vs CSPF overlap
HYFI and CSPF overlap 0.8% by weight, across 15 shared holdings.
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Top shared holdings
| Holding | HYFI | CSPF | Overlap |
|---|---|---|---|
| CVS Health Corp.CVS | 0.15% | 0.11% | 0.11% |
| UBS Group AG | 0.11% | 1.17% | 0.11% |
| Venture Global LNG Inc. 9%/VAR PERP 144AVENLNG | 0.09% | 0.45% | 0.09% |
| UBS Group AG | 0.09% | 0.33% | 0.09% |
| Sunoco LPSUN | 0.08% | 0.23% | 0.08% |
| Telus Corp.TCN | 0.07% | 0.88% | 0.07% |
| Global Atlanti | 0.07% | 0.37% | 0.07% |
| BNP Paribas SA | 0.07% | 0.07% | 0.07% |
| Allianz SEALVGR | 0.06% | 0.44% | 0.06% |
| Eversource Energ | 0.02% | 0.44% | 0.02% |
| Eversource EnergES | 0.02% | 0.48% | 0.02% |
| AMER ELEC PWRAEP | 0.01% | 0.26% | 0.01% |
| Telus Corp. | 0.01% | 0.11% | 0.01% |
| Citigroup Inc. 7.625%/VAR PERPC | 0.01% | 0.19% | 0.01% |
| ALLY FINL Inc. 4.7%/VAR PERPALLY | 0.01% | 0.16% | 0.01% |
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: HYFI, SEC Form N-PORT, May 31, 2026; CSPF, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | HYFI | CSPF |
|---|---|---|
| Envestnet Asset Management Inc. | $10.1M | $10.8M |
| Rockefeller Capital Management L.P. | $18K | $14.3M |
| Osaic Holdings, Inc. | $3.9M | $7.2M |
| Jane Street Group, LLC | $6.1M | $2.2M |
| Wealth Enhancement Advisory Services, LLC | $4.9M | $1.5M |
| Steward Partners Investment Advisory, LLC | $80K | $4.7M |
| Sanctuary Advisors, LLC | $554K | $2.4M |
| Kestra Advisory Services, LLC | $1.2M | $1.2M |
| Cambridge Investment Research Advisors, Inc. | $842K | $674K |
| Fifth Third Bancorp | $214K | $17K |
| Global Retirement Partners, LLC | $47K | $65K |
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: HYFI institutional holders, CSPF institutional holders.
Frequently asked questions
How much do HYFI and CSPF overlap?
0.8% by weight, with 15 holdings in common, using holdings for HYFI as of May 31, 2026 and CSPF as of June 30, 2026. The largest shared position is CVS.
Do institutions hold both HYFI and CSPF?
11 Form 13F filers report positions in both, out of 95 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%.