SVIX vs SPXS overlap
5 institutions report holding both SVIX and SPXS.
SVIXSPXS
Pick 2 to 4 ETFs.
We don’t have holdings for SVIX, 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.
5
institutions report holding both, of 44 holding any
SVIX40.1% of its 13F dollars, 33.3% of its 15 holders
SPXS20.5% of its 13F dollars, 14.7% of its 34 holders
Largest institutions holding both
| Firm | SVIX | SPXS |
|---|---|---|
| Goldman Sachs Group Inc. | $9.7M | $3.1M |
| Flow Traders U.S. LLC | $318K | $3.3M |
| Morgan Stanley | $2.4M | $347K |
| Jane Street Group, LLC | $954K | $310K |
| UBS Group AG | $11K | $328K |
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: SVIX institutional holders, SPXS institutional holders.
Frequently asked questions
Do institutions hold both SVIX and SPXS?
5 Form 13F filers report positions in both, out of 44 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%.