MAYW vs HEDG overlap
5 institutions report holding both MAYW and HEDG.
MAYWHEDG
Pick 2 to 4 ETFs.
We don’t have holdings for MAYW. 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.
5
institutions report holding both, of 108 holding any
MAYW5.9% of its 13F dollars, 6.8% of its 74 holders
HEDG8.6% of its 13F dollars, 12.8% of its 39 holders
Largest institutions holding both
| Firm | MAYW | HEDG |
|---|---|---|
| Envestnet Asset Management Inc. | $4.2M | $16.4M |
| Commonwealth Equity Services, LLC | $9.8M | $1.8M |
| Raymond James Financial Inc. | $2.1M | $7.8M |
| Oppenheimer & Co Inc. | $2.8M | $1.7M |
| Farther Finance Advisors, LLC | $426K | $970K |
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: MAYW institutional holders, HEDG institutional holders.
Frequently asked questions
Do institutions hold both MAYW and HEDG?
5 Form 13F filers report positions in both, out of 108 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%.