SPXS vs FEPI overlap
9 institutions report holding both SPXS and FEPI.
SPXSFEPI
Pick 2 to 4 ETFs.
We don’t have holdings for SPXS. 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.
9
institutions report holding both, of 79 holding any
SPXS20.6% of its 13F dollars, 26.5% of its 34 holders
FEPI10.2% of its 13F dollars, 16.7% of its 54 holders
Largest institutions holding both
| Firm | SPXS | FEPI |
|---|---|---|
| Susquehanna International Group, LLP | $5.7M | $564K |
| SBI Securities Co., Ltd. | $656K | $2.3M |
| Jane Street Group, LLC | $310K | $670K |
| UBS Group AG | $328K | $97K |
| Morgan Stanley | $347K | $69K |
| IFP Advisors, Inc | $397 | $140K |
| Osaic Holdings, Inc. | $7K | $52K |
| JPMorgan Chase & Co | $17K | $508 |
| Signaturefd, LLC | $5K | $2K |
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: SPXS institutional holders, FEPI institutional holders.
Frequently asked questions
Do institutions hold both SPXS and FEPI?
9 Form 13F filers report positions in both, out of 79 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%.