MUSE vs IHY overlap
1 institutions report holding both MUSE and IHY.
MUSEIHY
Pick 2 to 4 ETFs.
We don’t have holdings for MUSE. 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 35 holding any
MUSE0.0% of its 13F dollars, 50.0% of its 2 holders
IHY0.1% of its 13F dollars, 2.9% of its 34 holders
Largest institutions holding both
| Firm | MUSE | IHY |
|---|---|---|
| UBS Group AG | $5K | $50K |
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: MUSE institutional holders, IHY institutional holders.
Frequently asked questions
Do institutions hold both MUSE and IHY?
1 Form 13F filers report positions in both, out of 35 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%.