QCML vs CWVX overlap
5 institutions report holding both QCML and CWVX.
QCMLCWVX
Pick 2 to 4 ETFs.
We don’t have holdings for QCML, CWVX. 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.
5
institutions report holding both, of 20 holding any
QCML50.0% of its 13F dollars, 38.5% of its 13 holders
CWVX63.1% of its 13F dollars, 41.7% of its 12 holders
Largest institutions holding both
| Firm | QCML | CWVX |
|---|---|---|
| Optiver Holding B.V. | $739K | $2.3M |
| Goldman Sachs Group Inc. | $780K | $827K |
| Morgan Stanley | $582K | $5K |
| Belvedere Trading LLC | $267K | $35K |
| Group One Trading LLC | $88K | $2K |
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: QCML institutional holders, CWVX institutional holders.
Frequently asked questions
Do institutions hold both QCML and CWVX?
5 Form 13F filers report positions in both, out of 20 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%.