UTSL vs CRWG overlap
2 institutions report holding both UTSL and CRWG.
UTSLCRWG
Pick 2 to 4 ETFs.
We don’t have holdings for CRWG. 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 17 holding any
UTSL10.2% of its 13F dollars, 22.2% of its 9 holders
CRWG1.7% of its 13F dollars, 20.0% of its 10 holders
Largest institutions holding both
| Firm | UTSL | CRWG |
|---|---|---|
| Tower Research Capital LLC (TRC) | $621K | $1K |
| Simplex Trading, LLC | $17K | $103K |
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: UTSL institutional holders, CRWG institutional holders.
Frequently asked questions
Do institutions hold both UTSL and CRWG?
2 Form 13F filers report positions in both, out of 17 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%.