SPIN vs HDGE overlap
2 institutions report holding both SPIN and HDGE.
SPINHDGE
Pick 2 to 4 ETFs.
We don’t have holdings for HDGE. 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.
2
institutions report holding both, of 29 holding any
SPIN4.6% of its 13F dollars, 16.7% of its 12 holders
HDGE6.1% of its 13F dollars, 10.5% of its 19 holders
Largest institutions holding both
| Firm | SPIN | HDGE |
|---|---|---|
| Susquehanna International Group, LLP | $1.1M | $614K |
| MML Investors Services, LLC | $218K | $1.1M |
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: SPIN institutional holders, HDGE institutional holders.
Frequently asked questions
Do institutions hold both SPIN and HDGE?
2 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%.