SPCH vs MSFW overlap
4 institutions report holding both SPCH and MSFW.
SPCHMSFW
Pick 2 to 4 ETFs.
We don’t have holdings for SPCH. 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.
4
institutions report holding both, of 25 holding any
SPCH10.4% of its 13F dollars, 16.7% of its 24 holders
MSFW2.4% of its 13F dollars, 80.0% of its 5 holders
Largest institutions holding both
| Firm | SPCH | MSFW |
|---|---|---|
| Belvedere Trading LLC | $766K | $204K |
| Jane Street Group, LLC | $510K | $210K |
| Simplex Trading, LLC | $426K | $2K |
| UBS Group AG | $85K | $10K |
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: SPCH institutional holders, MSFW institutional holders.
Frequently asked questions
Do institutions hold both SPCH and MSFW?
4 Form 13F filers report positions in both, out of 25 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%.