UTHY vs HYBX overlap
2 institutions report holding both UTHY and HYBX.
UTHYHYBX
Pick 2 to 4 ETFs.
We don’t have holdings for HYBX. 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 25 holding any
UTHY4.1% of its 13F dollars, 14.3% of its 14 holders
HYBX3.3% of its 13F dollars, 15.4% of its 13 holders
Largest institutions holding both
| Firm | UTHY | HYBX |
|---|---|---|
| Jane Street Group, LLC | $409K | $320K |
| Morgan Stanley | $41 | $2K |
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: UTHY institutional holders, HYBX institutional holders.
Frequently asked questions
Do institutions hold both UTHY and HYBX?
2 Form 13F filers report positions in both, out of 25 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%.