RSPE vs HEFT overlap
3 institutions report holding both RSPE and HEFT.
RSPEHEFT
Pick 2 to 4 ETFs.
We don’t have holdings for RSPE, HEFT. 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 53 holding any
RSPE4.4% of its 13F dollars, 9.4% of its 32 holders
HEFT1.6% of its 13F dollars, 12.5% of its 24 holders
Largest institutions holding both
| Firm | RSPE | HEFT |
|---|---|---|
| Citadel Advisors LLC | $1.1M | $624K |
| Tower Research Capital LLC (TRC) | $732K | $3K |
| Royal Bank of Canada | $80K | $64K |
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: RSPE institutional holders, HEFT institutional holders.
Frequently asked questions
Do institutions hold both RSPE and HEFT?
3 Form 13F filers report positions in both, out of 53 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%.