JTNY vs HYDW overlap
7 institutions report holding both JTNY and HYDW.
JTNYHYDW
Pick 2 to 4 ETFs.
We don’t have holdings for JTNY. 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.
7
institutions report holding both, of 48 holding any
JTNY39.5% of its 13F dollars, 18.4% of its 38 holders
HYDW49.3% of its 13F dollars, 41.2% of its 17 holders
Largest institutions holding both
| Firm | JTNY | HYDW |
|---|---|---|
| JPMorgan Chase & Co | $24.8M | $1.7M |
| Envestnet Asset Management Inc. | $335K | $18.3M |
| Cetera Investment Advisers | $383K | $17.4M |
| LPL Financial LLC | $7.9M | $770K |
| Morgan Stanley | $209K | $4.7M |
| Jane Street Group, LLC | $1.7M | $393K |
| Royal Bank of Canada | $141K | $25K |
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: JTNY institutional holders, HYDW institutional holders.
Frequently asked questions
Do institutions hold both JTNY and HYDW?
7 Form 13F filers report positions in both, out of 48 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%.