HYGW vs AGQ overlap
12 institutions report holding both HYGW and AGQ.
HYGWAGQ
Pick 2 to 4 ETFs.
We don’t have holdings for AGQ. 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.
12
institutions report holding both, of 91 holding any
HYGW21.1% of its 13F dollars, 23.5% of its 51 holders
AGQ24.6% of its 13F dollars, 23.1% of its 52 holders
Largest institutions holding both
| Firm | HYGW | AGQ |
|---|---|---|
| Jane Street Group, LLC | $336K | $9.9M |
| LPL Financial LLC | $5.4M | $358K |
| RiverFront Investment Group, LLC | $3.5M | $365K |
| JPMorgan Chase & Co | $1.4M | $53K |
| Larson Financial Group LLC | $29K | $1.4M |
| Morgan Stanley | $7K | $949K |
| Osaic Holdings, Inc. | $685K | $116K |
| Steward Partners Investment Advisory, LLC | $328K | $28K |
| IFP Advisors, Inc | $16K | $13K |
| Arax Advisory Partners | $16K | $2K |
| CoreCap Advisors, LLC | $378 | $7K |
| Wells Fargo & Company | $18 | $34 |
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: HYGW institutional holders, AGQ institutional holders.
Frequently asked questions
Do institutions hold both HYGW and AGQ?
12 Form 13F filers report positions in both, out of 91 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%.