TSL vs ETFT overlap
1 institutions report holding both TSL and ETFT.
TSLETFT
Pick 2 to 4 ETFs.
We don’t have holdings for ETFT. 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 8 holding any
TSL13.0% of its 13F dollars, 20.0% of its 5 holders
ETFT34.0% of its 13F dollars, 25.0% of its 4 holders
Largest institutions holding both
| Firm | TSL | ETFT |
|---|---|---|
| Royal Bank of Canada | $117K | $299K |
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: TSL institutional holders, ETFT institutional holders.
Frequently asked questions
Do institutions hold both TSL and ETFT?
1 Form 13F filers report positions in both, out of 8 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%.