NETG vs IREX overlap
1 institutions report holding both NETG and IREX.
NETGIREX
Pick 2 to 4 ETFs.
We don’t have holdings for NETG, IREX. 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 9 holding any
NETG21.3% of its 13F dollars, 20.0% of its 5 holders
IREX49.9% of its 13F dollars, 20.0% of its 5 holders
Largest institutions holding both
| Firm | NETG | IREX |
|---|---|---|
| Citadel Advisors LLC | $358K | $835K |
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: NETG institutional holders, IREX institutional holders.
Frequently asked questions
Do institutions hold both NETG and IREX?
1 Form 13F filers report positions in both, out of 9 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%.