QDVO vs MVFG overlap
2 institutions report holding both QDVO and MVFG.
QDVOMVFG
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.
2
institutions report holding both, of 57 holding any
QDVO0.6% of its 13F dollars, 3.9% of its 51 holders
MVFG0.4% of its 13F dollars, 25.0% of its 8 holders
Largest institutions holding both
| Firm | QDVO | MVFG |
|---|---|---|
| Jane Street Group, LLC | $662K | $333K |
| PFG Investments, LLC | $358K | $322K |
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, MVFG institutional holders.
Frequently asked questions
Do institutions hold both QDVO and MVFG?
2 Form 13F filers report positions in both, out of 57 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%.