QDVO vs HAPS overlap
0 institutions report holding both QDVO and HAPS.
QDVOHAPS
Pick 2 to 4 ETFs.
We don’t have holdings for QDVO. 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.
0
institutions report holding both, of 53 holding any
QDVO0.0% of its 13F dollars, 0.0% of its 51 holders
HAPS0.0% of its 13F dollars, 0.0% of its 2 holders
Largest institutions holding both
No 13F filer reports holding both.
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: QDVO institutional holders, HAPS institutional holders.
Frequently asked questions
Do institutions hold both QDVO and HAPS?
0 Form 13F filers report positions in both, out of 53 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%.