ROPE vs ACKY overlap
1 institutions report holding both ROPE and ACKY.
ROPEACKY
Pick 2 to 4 ETFs.
We don’t have holdings for ACKY. 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.
1
institutions report holding both, of 17 holding any
ROPE0.1% of its 13F dollars, 20.0% of its 5 holders
ACKY0.0% of its 13F dollars, 7.7% of its 13 holders
Largest institutions holding both
| Firm | ROPE | ACKY |
|---|---|---|
| Wells Fargo & Company | $8K | $10 |
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: ROPE institutional holders, ACKY institutional holders.
Frequently asked questions
Do institutions hold both ROPE and ACKY?
1 Form 13F filers report positions in both, out of 17 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%.