UNG vs ARP overlap
2 institutions report holding both UNG and ARP.
UNGARP
Pick 2 to 4 ETFs.
We don’t have holdings for UNG. 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.
2
institutions report holding both, of 100 holding any
UNG11.2% of its 13F dollars, 2.2% of its 90 holders
ARP0.0% of its 13F dollars, 16.7% of its 12 holders
Largest institutions holding both
| Firm | UNG | ARP |
|---|---|---|
| UBS Group AG | $3.7M | $4K |
| Morgan Stanley | $2.8M | $32 |
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: UNG institutional holders, ARP institutional holders.
Frequently asked questions
Do institutions hold both UNG and ARP?
2 Form 13F filers report positions in both, out of 100 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%.