TAXE vs BHYP overlap
2 institutions report holding both TAXE and BHYP.
TAXEBHYP
Pick 2 to 4 ETFs.
We don’t have holdings for BHYP. 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.
2
institutions report holding both, of 46 holding any
TAXE1.8% of its 13F dollars, 8.0% of its 25 holders
BHYP6.8% of its 13F dollars, 8.7% of its 23 holders
Largest institutions holding both
| Firm | TAXE | BHYP |
|---|---|---|
| Jane Street Group, LLC | $441K | $2.3M |
| Cambridge Investment Research Advisors, Inc. | $268K | $402K |
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: TAXE institutional holders, BHYP institutional holders.
Frequently asked questions
Do institutions hold both TAXE and BHYP?
2 Form 13F filers report positions in both, out of 46 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%.