UGA vs BAMA overlap
3 institutions report holding both UGA and BAMA.
UGABAMA
Pick 2 to 4 ETFs.
We don’t have holdings for UGA, BAMA. 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.
3
institutions report holding both, of 51 holding any
UGA17.0% of its 13F dollars, 7.0% of its 43 holders
BAMA0.5% of its 13F dollars, 27.3% of its 11 holders
Largest institutions holding both
| Firm | UGA | BAMA |
|---|---|---|
| Susquehanna International Group, LLP | $6.0M | $208K |
| Osaic Holdings, Inc. | $2.0M | $16K |
| UBS Group AG | $228K | $3K |
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: UGA institutional holders, BAMA institutional holders.
Frequently asked questions
Do institutions hold both UGA and BAMA?
3 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%.