MMAX vs FHDG overlap
2 institutions report holding both MMAX and FHDG.
MMAXFHDG
Pick 2 to 4 ETFs.
We don’t have holdings for FHDG. 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 46 holding any
MMAX2.8% of its 13F dollars, 10.0% of its 20 holders
FHDG2.2% of its 13F dollars, 7.1% of its 28 holders
Largest institutions holding both
| Firm | MMAX | FHDG |
|---|---|---|
| Susquehanna International Group, LLP | $1.0M | $1.0M |
| Old Mission Capital LLC | $539K | $204K |
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: MMAX institutional holders, FHDG institutional holders.
Frequently asked questions
Do institutions hold both MMAX and FHDG?
2 Form 13F filers report positions in both, out of 46 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%.