SPXS vs MULL overlap
8 institutions report holding both SPXS and MULL.
SPXSMULL
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.
8
institutions report holding both, of 42 holding any
SPXS29.8% of its 13F dollars, 23.5% of its 34 holders
MULL66.2% of its 13F dollars, 50.0% of its 16 holders
Largest institutions holding both
| Firm | SPXS | MULL |
|---|---|---|
| Morgan Stanley | $347K | $11.0M |
| Susquehanna International Group, LLP | $5.7M | $2.2M |
| Goldman Sachs Group Inc. | $3.1M | $4.1M |
| SBI Securities Co., Ltd. | $656K | $2.7M |
| StoneX Group Inc. | $211K | $1.7M |
| Jane Street Group, LLC | $310K | $292K |
| UBS Group AG | $328K | $40K |
| Signaturefd, LLC | $5K | $921 |
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, MULL institutional holders.
Frequently asked questions
Do institutions hold both SPXS and MULL?
8 Form 13F filers report positions in both, out of 42 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%.