QEFA vs PBPH overlap
7 institutions report holding both QEFA and PBPH.
QEFAPBPH
Pick 2 to 4 ETFs.
We don’t have holdings for PBPH. 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.
7
institutions report holding both, of 157 holding any
QEFA16.1% of its 13F dollars, 4.5% of its 155 holders
PBPH1.3% of its 13F dollars, 77.8% of its 9 holders
Largest institutions holding both
| Firm | QEFA | PBPH |
|---|---|---|
| Morgan Stanley | $102.2M | $7K |
| Jane Street Group, LLC | $13.5M | $8.4M |
| CX Institutional | $21.0M | $29K |
| Susquehanna International Group, LLP | $2.1M | $2.3M |
| UBS Group AG | $192 | $81K |
| Jones Financial Companies LLLP | $35K | $13K |
| Allworth Financial LP | $4K | $19K |
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: QEFA institutional holders, PBPH institutional holders.
Frequently asked questions
Do institutions hold both QEFA and PBPH?
7 Form 13F filers report positions in both, out of 157 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%.