MXI vs FXY overlap
23 institutions report holding both MXI and FXY.
MXIFXY
Pick 2 to 4 ETFs.
We don’t have holdings for FXY. 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.
23
institutions report holding both, of 142 holding any
MXI37.3% of its 13F dollars, 21.9% of its 105 holders
FXY72.9% of its 13F dollars, 38.3% of its 60 holders
Largest institutions holding both
| Firm | MXI | FXY |
|---|---|---|
| Jane Street Group, LLC | $1.3M | $29.3M |
| Federation des caisses Desjardins du Quebec | $1.9M | $25.4M |
| Morgan Stanley | $15.5M | $7.9M |
| Susquehanna International Group, LLP | $4.3M | $14.0M |
| Wells Fargo & Company | $6.7M | $10.9M |
| Bank of America Corp. | $9.1M | $627K |
| LPL Financial LLC | $6.8M | $2.3M |
| National Bank of Canada | $1.8M | $7.1M |
| UBS Group AG | $2.6M | $2.7M |
| Royal Bank of Canada | $929K | $2.0M |
| Osaic Holdings, Inc. | $732K | $1.7M |
| Blair William & Co | $3K | $1.8M |
| JPMorgan Chase & Co | $2K | $1.6M |
| Cetera Investment Advisers | $653K | $501K |
| Solstein Capital, LLC | $967K | $123K |
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, FXY institutional holders.
Frequently asked questions
Do institutions hold both MXI and FXY?
23 Form 13F filers report positions in both, out of 142 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%.