UNX vs POEL overlap
2 institutions report holding both UNX and POEL.
UNXPOEL
Pick 2 to 4 ETFs.
We don’t have holdings for UNX. 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 8 holding any
UNX22.4% of its 13F dollars, 50.0% of its 4 holders
POEL32.2% of its 13F dollars, 33.3% of its 6 holders
Largest institutions holding both
| Firm | UNX | POEL |
|---|---|---|
| Optiver Holding B.V. | $107K | $201K |
| Simplex Trading, LLC | $33K | $7K |
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: UNX institutional holders, POEL institutional holders.
Frequently asked questions
Do institutions hold both UNX and POEL?
2 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%.