QLVD vs PEMX overlap
2 institutions report holding both QLVD and PEMX.
QLVDPEMX
Pick 2 to 4 ETFs.
We don’t have holdings for PEMX. 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 21 holding any
QLVD6.1% of its 13F dollars, 18.2% of its 11 holders
PEMX3.2% of its 13F dollars, 16.7% of its 12 holders
Largest institutions holding both
| Firm | QLVD | PEMX |
|---|---|---|
| Old Mission Capital LLC | $1.4M | $266K |
| Jane Street Group, LLC | $214K | $556K |
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: QLVD institutional holders, PEMX institutional holders.
Frequently asked questions
Do institutions hold both QLVD and PEMX?
2 Form 13F filers report positions in both, out of 21 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%.