THLV vs FXA overlap
1 institutions report holding both THLV and FXA.
THLVFXA
Pick 2 to 4 ETFs.
We don’t have holdings for FXA. 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 42 holding any
THLV0.0% of its 13F dollars, 6.3% of its 16 holders
FXA3.0% of its 13F dollars, 3.7% of its 27 holders
Largest institutions holding both
| Firm | THLV | FXA |
|---|---|---|
| UBS Group AG | $67 | $863K |
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: THLV institutional holders, FXA institutional holders.
Frequently asked questions
Do institutions hold both THLV and FXA?
1 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%.