PABD vs IPAY overlap
3 institutions report holding both PABD and IPAY.
PABDIPAY
Pick 2 to 4 ETFs.
We don’t have holdings for IPAY. 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.
3
institutions report holding both, of 73 holding any
PABD7.2% of its 13F dollars, 33.3% of its 9 holders
IPAY2.4% of its 13F dollars, 4.5% of its 67 holders
Largest institutions holding both
| Firm | PABD | IPAY |
|---|---|---|
| Flow Traders U.S. LLC | $2.6M | $702K |
| Morgan Stanley | $4K | $161K |
| JPMorgan Chase & Co | $3K | $76 |
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: PABD institutional holders, IPAY institutional holders.
Frequently asked questions
Do institutions hold both PABD and IPAY?
3 Form 13F filers report positions in both, out of 73 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%.