MTRA vs FXE overlap
1 institutions report holding both MTRA and FXE.
MTRAFXE
Pick 2 to 4 ETFs.
We don’t have holdings for FXE. 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.
1
institutions report holding both, of 80 holding any
MTRA0.5% of its 13F dollars, 25.0% of its 4 holders
FXE10.6% of its 13F dollars, 1.3% of its 77 holders
Largest institutions holding both
| Firm | MTRA | FXE |
|---|---|---|
| Susquehanna International Group, LLP | $705K | $15.8M |
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: MTRA institutional holders, FXE institutional holders.
Frequently asked questions
Do institutions hold both MTRA and FXE?
1 Form 13F filers report positions in both, out of 80 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%.