MSFD vs CRCG overlap
2 institutions report holding both MSFD and CRCG.
MSFDCRCG
Pick 2 to 4 ETFs.
We don’t have holdings for MSFD, CRCG. 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 16 holding any
MSFD8.4% of its 13F dollars, 20.0% of its 10 holders
CRCG11.3% of its 13F dollars, 25.0% of its 8 holders
Largest institutions holding both
| Firm | MSFD | CRCG |
|---|---|---|
| StoneX Group Inc. | $380K | $510K |
| SBI Securities Co., Ltd. | $17K | $16K |
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: MSFD institutional holders, CRCG institutional holders.
Frequently asked questions
Do institutions hold both MSFD and CRCG?
2 Form 13F filers report positions in both, out of 16 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%.