KOLD vs AIPI overlap
3 institutions report holding both KOLD and AIPI.
KOLDAIPI
Pick 2 to 4 ETFs.
We don’t have holdings for KOLD. 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.
3
institutions report holding both, of 37 holding any
KOLD38.1% of its 13F dollars, 23.1% of its 13 holders
AIPI14.0% of its 13F dollars, 11.1% of its 27 holders
Largest institutions holding both
| Firm | KOLD | AIPI |
|---|---|---|
| Jane Street Group, LLC | $2.7M | $760K |
| HRT Financial LP | $1.1M | $315K |
| UBS Group AG | $340 | $289K |
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: KOLD institutional holders, AIPI institutional holders.
Frequently asked questions
Do institutions hold both KOLD and AIPI?
3 Form 13F filers report positions in both, out of 37 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%.