SPWO vs IMVP overlap
SPWO and IMVP overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: SPWO, SEC Form N-PORT, July 31, 2026; IMVP, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SPWO | IMVP |
|---|---|---|
| Jane Street Group, LLC | $1.1M | $3.4M |
| Cetera Investment Advisers | $661K | $1.8M |
| TD Waterhouse Canada Inc. | $1.9M | $2K |
| Citadel Advisors LLC | $335K | $689K |
| Envestnet Asset Management Inc. | $466K | $498K |
| Farther Finance Advisors, LLC | $606K | $21K |
| Federation des caisses Desjardins du Quebec | $360K | $23K |
| UBS Group AG | $11K | $195K |
| Royal Bank of Canada | $26K | $93K |
| Osaic Holdings, Inc. | $1K | $114K |
| National Bank of Canada | $50K | $28K |
| FMR LLC | $901 | $40K |
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: SPWO institutional holders, IMVP institutional holders.
Frequently asked questions
How much do SPWO and IMVP overlap?
0.0% by weight, with 0 holdings in common, using holdings for SPWO as of July 31, 2026 and IMVP as of July 31, 2026.
Do institutions hold both SPWO and IMVP?
12 Form 13F filers report positions in both, out of 84 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%.