MSTW vs BPI overlap
2 institutions report holding both MSTW and BPI.
MSTWBPI
Pick 2 to 4 ETFs.
We don’t have holdings for MSTW. 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 8 holding any
MSTW6.2% of its 13F dollars, 28.6% of its 7 holders
BPI100.0% of its 13F dollars, 66.7% of its 3 holders
Largest institutions holding both
| Firm | MSTW | BPI |
|---|---|---|
| Old Mission Capital LLC | $45K | $766K |
| UBS Group AG | $989 | $1K |
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: MSTW institutional holders, BPI institutional holders.
Frequently asked questions
Do institutions hold both MSTW and BPI?
2 Form 13F filers report positions in both, out of 8 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%.