UVXY vs FAS overlap
9 institutions report holding both UVXY and FAS.
UVXYFAS
Pick 2 to 4 ETFs.
We don’t have holdings for UVXY. 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.
9
institutions report holding both, of 85 holding any
UVXY80.7% of its 13F dollars, 34.6% of its 26 holders
FAS22.4% of its 13F dollars, 13.2% of its 68 holders
Largest institutions holding both
| Firm | UVXY | FAS |
|---|---|---|
| UBS Group AG | $63.7M | $4.2M |
| Goldman Sachs Group Inc. | $12.4M | $5.9M |
| Susquehanna International Group, LLP | $3.9M | $5.5M |
| Morgan Stanley | $7.3M | $496 |
| Integrated Wealth Concepts LLC | $579 | $4.1M |
| Jump Financial, LLC | $401K | $2.4M |
| IMC-Chicago, LLC | $2.0M | $391K |
| HRT Financial LP | $485K | $831K |
| Royal Bank of Canada | $0 | $15K |
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, FAS institutional holders.
Frequently asked questions
Do institutions hold both UVXY and FAS?
9 Form 13F filers report positions in both, out of 85 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%.