IVEP vs HUMN overlap
1 institutions report holding both IVEP and HUMN.
IVEPHUMN
Pick 2 to 4 ETFs.
We don’t have holdings for IVEP. 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.
1
institutions report holding both, of 25 holding any
IVEP0.0% of its 13F dollars, 12.5% of its 8 holders
HUMN0.0% of its 13F dollars, 5.6% of its 18 holders
Largest institutions holding both
| Firm | IVEP | HUMN |
|---|---|---|
| Tower Research Capital LLC (TRC) | $56 | $106 |
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: IVEP institutional holders, HUMN institutional holders.
Frequently asked questions
Do institutions hold both IVEP and HUMN?
1 Form 13F filers report positions in both, out of 25 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%.