MSTY vs BITA overlap
2 institutions report holding both MSTY and BITA.
MSTYBITA
Pick 2 to 4 ETFs.
We don’t have holdings for BITA. 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 70 holding any
MSTY26.8% of its 13F dollars, 2.9% of its 69 holders
BITA14.9% of its 13F dollars, 66.7% of its 3 holders
Largest institutions holding both
| Firm | MSTY | BITA |
|---|---|---|
| Susquehanna International Group, LLP | $3.0M | $1.7M |
| Integrated Wealth Concepts LLC | $6K | $9K |
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: MSTY institutional holders, BITA institutional holders.
Frequently asked questions
Do institutions hold both MSTY and BITA?
2 Form 13F filers report positions in both, out of 70 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%.