ULTY vs HDGE overlap
5 institutions report holding both ULTY and HDGE.
ULTYHDGE
Pick 2 to 4 ETFs.
We don’t have holdings for HDGE. 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.
5
institutions report holding both, of 46 holding any
ULTY5.2% of its 13F dollars, 15.6% of its 32 holders
HDGE27.7% of its 13F dollars, 26.3% of its 19 holders
Largest institutions holding both
| Firm | ULTY | HDGE |
|---|---|---|
| Morgan Stanley | $9K | $5.4M |
| Susquehanna International Group, LLP | $1.4M | $614K |
| Osaic Holdings, Inc. | $36K | $1.5M |
| UBS Group AG | $13K | $292K |
| National Bank of Canada | $13K | $82K |
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: ULTY institutional holders, HDGE institutional holders.
Frequently asked questions
Do institutions hold both ULTY and HDGE?
5 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%.