IWMW vs AMZD overlap
1 institutions report holding both IWMW and AMZD.
IWMWAMZD
Pick 2 to 4 ETFs.
We don’t have holdings for AMZD. 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 24 holding any
IWMW2.8% of its 13F dollars, 12.5% of its 8 holders
AMZD2.0% of its 13F dollars, 5.9% of its 17 holders
Largest institutions holding both
| Firm | IWMW | AMZD |
|---|---|---|
| Susquehanna International Group, LLP | $305K | $221K |
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: IWMW institutional holders, AMZD institutional holders.
Frequently asked questions
Do institutions hold both IWMW and AMZD?
1 Form 13F filers report positions in both, out of 24 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%.