PIPE vs AIVC overlap
1 institutions report holding both PIPE and AIVC.
PIPEAIVC
Pick 2 to 4 ETFs.
We don’t have holdings for PIPE. 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 27 holding any
PIPE0.0% of its 13F dollars, 16.7% of its 6 holders
AIVC0.1% of its 13F dollars, 4.5% of its 22 holders
Largest institutions holding both
| Firm | PIPE | AIVC |
|---|---|---|
| UBS Group AG | $897 | $61K |
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: PIPE institutional holders, AIVC institutional holders.
Frequently asked questions
Do institutions hold both PIPE and AIVC?
1 Form 13F filers report positions in both, out of 27 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%.