SPXS vs PLTY overlap
9 institutions report holding both SPXS and PLTY.
SPXSPLTY
Pick 2 to 4 ETFs.
We don’t have holdings for SPXS, PLTY. 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 51 holding any
SPXS19.9% of its 13F dollars, 26.5% of its 34 holders
PLTY13.8% of its 13F dollars, 34.6% of its 26 holders
Largest institutions holding both
| Firm | SPXS | PLTY |
|---|---|---|
| Susquehanna International Group, LLP | $5.7M | $1.9M |
| Jane Street Group, LLC | $310K | $1.5M |
| UBS Group AG | $328K | $815K |
| Group One Trading LLC | $284K | $328K |
| Morgan Stanley | $347K | $126K |
| Belvedere Trading LLC | $127K | $164K |
| Osaic Holdings, Inc. | $7K | $50K |
| JPMorgan Chase & Co | $17K | $9K |
| Integrated Wealth Concepts LLC | $3K | $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, PLTY institutional holders.
Frequently asked questions
Do institutions hold both SPXS and PLTY?
9 Form 13F filers report positions in both, out of 51 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%.