PIPE vs AMZA overlap
2 institutions report holding both PIPE and AMZA.
PIPEAMZA
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.
2
institutions report holding both, of 70 holding any
PIPE1.2% of its 13F dollars, 33.3% of its 6 holders
AMZA0.1% of its 13F dollars, 3.0% of its 66 holders
Largest institutions holding both
| Firm | PIPE | AMZA |
|---|---|---|
| Royal Bank of Canada | $730K | $75K |
| UBS Group AG | $897 | $4K |
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, AMZA institutional holders.
Frequently asked questions
Do institutions hold both PIPE and AMZA?
2 Form 13F filers report positions in both, out of 70 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%.