PFI vs FXC overlap
7 institutions report holding both PFI and FXC.
PFIFXC
Pick 2 to 4 ETFs.
We don’t have holdings for FXC. 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.
7
institutions report holding both, of 42 holding any
PFI19.1% of its 13F dollars, 22.6% of its 31 holders
FXC72.2% of its 13F dollars, 38.9% of its 18 holders
Largest institutions holding both
| Firm | PFI | FXC |
|---|---|---|
| Susquehanna International Group, LLP | $908K | $11.5M |
| Morgan Stanley | $1.7M | $281K |
| Royal Bank of Canada | $15K | $943K |
| UBS Group AG | $695K | $124K |
| Wells Fargo & Company | $3 | $706K |
| Jones Financial Companies LLLP | $244K | $90K |
| Osaic Holdings, Inc. | $45K | $3K |
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: PFI institutional holders, FXC institutional holders.
Frequently asked questions
Do institutions hold both PFI and FXC?
7 Form 13F filers report positions in both, out of 42 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%.