QTAC vs KBWY overlap
3 institutions report holding both QTAC and KBWY.
QTACKBWY
Pick 2 to 4 ETFs.
We don’t have holdings for QTAC. 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.
3
institutions report holding both, of 66 holding any
QTAC26.9% of its 13F dollars, 30.0% of its 10 holders
KBWY0.8% of its 13F dollars, 5.1% of its 59 holders
Largest institutions holding both
| Firm | QTAC | KBWY |
|---|---|---|
| Harbour Investments, Inc. | $15.3M | $59K |
| Cetera Investment Advisers | $1.1M | $257K |
| UBS Group AG | $56K | $193K |
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: QTAC institutional holders, KBWY institutional holders.
Frequently asked questions
Do institutions hold both QTAC and KBWY?
3 Form 13F filers report positions in both, out of 66 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%.