UVXY vs CAIQ overlap
5 institutions report holding both UVXY and CAIQ.
UVXYCAIQ
Pick 2 to 4 ETFs.
We don’t have holdings for UVXY, CAIQ. 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 82 holding any
UVXY6.5% of its 13F dollars, 19.2% of its 26 holders
CAIQ0.5% of its 13F dollars, 8.2% of its 61 holders
Largest institutions holding both
| Firm | UVXY | CAIQ |
|---|---|---|
| Morgan Stanley | $7.3M | $46 |
| Royal Bank of Canada | $0 | $403K |
| Institute for Wealth Management, LLC. | $1 | $184K |
| Integrated Wealth Concepts LLC | $579 | $51K |
| Harbour Investments, Inc. | $2K | $10K |
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: UVXY institutional holders, CAIQ institutional holders.
Frequently asked questions
Do institutions hold both UVXY and CAIQ?
5 Form 13F filers report positions in both, out of 82 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%.