KTEC vs IVEP overlap
2 institutions report holding both KTEC and IVEP.
KTECIVEP
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.
2
institutions report holding both, of 20 holding any
KTEC39.5% of its 13F dollars, 14.3% of its 14 holders
IVEP24.4% of its 13F dollars, 25.0% of its 8 holders
Largest institutions holding both
| Firm | KTEC | IVEP |
|---|---|---|
| Susquehanna International Group, LLP | $1.3M | $254K |
| Cetera Investment Advisers | $299K | $870K |
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: KTEC institutional holders, IVEP institutional holders.
Frequently asked questions
Do institutions hold both KTEC and IVEP?
2 Form 13F filers report positions in both, out of 20 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%.