PXE vs METL overlap
10 institutions report holding both PXE and METL.
PXEMETL
Pick 2 to 4 ETFs.
We don’t have holdings for METL. 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.
10
institutions report holding both, of 65 holding any
PXE29.5% of its 13F dollars, 21.7% of its 46 holders
METL9.1% of its 13F dollars, 34.5% of its 29 holders
Largest institutions holding both
| Firm | PXE | METL |
|---|---|---|
| Morgan Stanley | $4.7M | $41K |
| LPL Financial LLC | $1.7M | $238K |
| Royal Bank of Canada | $38K | $905K |
| HRT Financial LP | $553K | $272K |
| UBS Group AG | $573K | $7K |
| Arax Advisory Partners | $75K | $479K |
| Harbour Investments, Inc. | $17K | $431K |
| Osaic Holdings, Inc. | $286K | $39K |
| Federation des caisses Desjardins du Quebec | $12K | $5K |
| Farther Finance Advisors, LLC | $14K | $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: PXE institutional holders, METL institutional holders.
Frequently asked questions
Do institutions hold both PXE and METL?
10 Form 13F filers report positions in both, out of 65 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%.