MXI vs FXE overlap
24 institutions report holding both MXI and FXE.
MXIFXE
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.
24
institutions report holding both, of 158 holding any
MXI43.5% of its 13F dollars, 22.9% of its 105 holders
FXE70.0% of its 13F dollars, 31.2% of its 77 holders
Largest institutions holding both
| Firm | MXI | FXE |
|---|---|---|
| Morgan Stanley | $15.5M | $36.6M |
| Bank of America Corp. | $9.1M | $24.5M |
| Susquehanna International Group, LLP | $4.3M | $15.8M |
| HighTower Advisors, LLC | $10.6M | $320K |
| Wells Fargo & Company | $6.7M | $4.0M |
| Virtu Financial LLC | $285K | $9.0M |
| LPL Financial LLC | $6.8M | $868K |
| UBS Group AG | $2.6M | $3.1M |
| Commonwealth Equity Services, LLC | $324K | $2.2M |
| National Bank of Canada | $1.8M | $402K |
| Creative Planning | $390K | $1.7M |
| Blair William & Co | $3K | $2.1M |
| Federation des caisses Desjardins du Quebec | $1.9M | $129K |
| Royal Bank of Canada | $929K | $812K |
| GTS Securities LLC | $207K | $1.1M |
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: MXI institutional holders, FXE institutional holders.
Frequently asked questions
Do institutions hold both MXI and FXE?
24 Form 13F filers report positions in both, out of 158 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%.