PSQO vs HDUS overlap
1 institutions report holding both PSQO and HDUS.
PSQOHDUS
Pick 2 to 4 ETFs.
We don’t have holdings for PSQO. 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 55 holding any
PSQO0.1% of its 13F dollars, 4.5% of its 22 holders
HDUS0.8% of its 13F dollars, 2.9% of its 34 holders
Largest institutions holding both
| Firm | PSQO | HDUS |
|---|---|---|
| JPMorgan Chase & Co | $271K | $1.5M |
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: PSQO institutional holders, HDUS institutional holders.
Frequently asked questions
Do institutions hold both PSQO and HDUS?
1 Form 13F filers report positions in both, out of 55 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%.