SLVO vs ROPE overlap
1 institutions report holding both SLVO and ROPE.
SLVOROPE
Pick 2 to 4 ETFs.
We don’t have holdings for SLVO. 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 29 holding any
SLVO0.0% of its 13F dollars, 4.0% of its 25 holders
ROPE0.1% of its 13F dollars, 20.0% of its 5 holders
Largest institutions holding both
| Firm | SLVO | ROPE |
|---|---|---|
| Wells Fargo & Company | $97 | $8K |
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: SLVO institutional holders, ROPE institutional holders.
Frequently asked questions
Do institutions hold both SLVO and ROPE?
1 Form 13F filers report positions in both, out of 29 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%.