IBX vs CPXR overlap
4 institutions report holding both IBX and CPXR.
IBXCPXR
Pick 2 to 4 ETFs.
We don’t have holdings for IBX, CPXR. 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.
4
institutions report holding both, of 9 holding any
IBX79.0% of its 13F dollars, 50.0% of its 8 holders
CPXR87.6% of its 13F dollars, 80.0% of its 5 holders
Largest institutions holding both
| Firm | IBX | CPXR |
|---|---|---|
| Citadel Advisors LLC | $914K | $242K |
| Susquehanna International Group, LLP | $220K | $616K |
| Flow Traders U.S. LLC | $204K | $439K |
| Simplex Trading, LLC | $47K | $228K |
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: IBX institutional holders, CPXR institutional holders.
Frequently asked questions
Do institutions hold both IBX and CPXR?
4 Form 13F filers report positions in both, out of 9 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%.