SPAX vs GENZ overlap
3 institutions report holding both SPAX and GENZ.
SPAXGENZ
Pick 2 to 4 ETFs.
We don’t have holdings for SPAX. 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 30 holding any
SPAX17.8% of its 13F dollars, 30.0% of its 10 holders
GENZ59.1% of its 13F dollars, 13.0% of its 23 holders
Largest institutions holding both
| Firm | SPAX | GENZ |
|---|---|---|
| Susquehanna International Group, LLP | $433K | $974K |
| Jane Street Group, LLC | $170K | $1.0M |
| UBS Group AG | $1K | $17K |
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: SPAX institutional holders, GENZ institutional holders.
Frequently asked questions
Do institutions hold both SPAX and GENZ?
3 Form 13F filers report positions in both, out of 30 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%.