UCO vs FBY overlap
6 institutions report holding both UCO and FBY.
UCOFBY
Pick 2 to 4 ETFs.
We don’t have holdings for UCO. 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.
6
institutions report holding both, of 51 holding any
UCO7.5% of its 13F dollars, 17.6% of its 34 holders
FBY0.3% of its 13F dollars, 26.1% of its 23 holders
Largest institutions holding both
| Firm | UCO | FBY |
|---|---|---|
| HRT Financial LP | $2.4M | $108K |
| Simplex Trading, LLC | $677K | $4K |
| Morgan Stanley | $148K | $897 |
| Group One Trading LLC | $35K | $12K |
| Steward Partners Investment Advisory, LLC | $7K | $25K |
| Wells Fargo & Company | $24K | $10 |
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: UCO institutional holders, FBY institutional holders.
Frequently asked questions
Do institutions hold both UCO and FBY?
6 Form 13F filers report positions in both, out of 51 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%.