SWP vs SDFI overlap
1 institutions report holding both SWP and SDFI.
SWPSDFI
Pick 2 to 4 ETFs.
We don’t have holdings for SDFI. 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.
1
institutions report holding both, of 19 holding any
SWP0.2% of its 13F dollars, 20.0% of its 5 holders
SDFI1.5% of its 13F dollars, 6.7% of its 15 holders
Largest institutions holding both
| Firm | SWP | SDFI |
|---|---|---|
| Jane Street Group, LLC | $381K | $2.4M |
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: SWP institutional holders, SDFI institutional holders.
Frequently asked questions
Do institutions hold both SWP and SDFI?
1 Form 13F filers report positions in both, out of 19 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%.