PPI vs LVIG overlap
2 institutions report holding both PPI and LVIG.
PPILVIG
Pick 2 to 4 ETFs.
We don’t have holdings for LVIG. 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 61 holding any
PPI0.2% of its 13F dollars, 3.6% of its 56 holders
LVIG0.6% of its 13F dollars, 28.6% of its 7 holders
Largest institutions holding both
| Firm | PPI | LVIG |
|---|---|---|
| Jane Street Group, LLC | $210K | $555K |
| UBS Group AG | $383 | $15K |
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: PPI institutional holders, LVIG institutional holders.
Frequently asked questions
Do institutions hold both PPI and LVIG?
2 Form 13F filers report positions in both, out of 61 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%.