PCPI vs HLAL overlap
2 institutions report holding both PCPI and HLAL.
PCPIHLAL
Pick 2 to 4 ETFs.
We don’t have holdings for PCPI. 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.
2
institutions report holding both, of 62 holding any
PCPI76.8% of its 13F dollars, 66.7% of its 3 holders
HLAL1.4% of its 13F dollars, 3.3% of its 61 holders
Largest institutions holding both
| Firm | PCPI | HLAL |
|---|---|---|
| HighTower Advisors, LLC | $31.3M | $217K |
| Susquehanna International Group, LLP | $239K | $336K |
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: PCPI institutional holders, HLAL institutional holders.
Frequently asked questions
Do institutions hold both PCPI and HLAL?
2 Form 13F filers report positions in both, out of 62 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%.