MFEM vs FOXY overlap
4 institutions report holding both MFEM and FOXY.
MFEMFOXY
Pick 2 to 4 ETFs.
We don’t have holdings for FOXY. 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.
4
institutions report holding both, of 81 holding any
MFEM19.8% of its 13F dollars, 10.3% of its 39 holders
FOXY8.4% of its 13F dollars, 8.7% of its 46 holders
Largest institutions holding both
| Firm | MFEM | FOXY |
|---|---|---|
| Envestnet Asset Management Inc. | $26.6M | $4.4M |
| Citigroup Inc. | $14K | $5.3M |
| Jane Street Group, LLC | $1.4M | $2.5M |
| Global Retirement Partners, LLC | $427K | $5K |
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: MFEM institutional holders, FOXY institutional holders.
Frequently asked questions
Do institutions hold both MFEM and FOXY?
4 Form 13F filers report positions in both, out of 81 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%.