UVXY vs NVDY overlap
11 institutions report holding both UVXY and NVDY.
UVXYNVDY
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.
11
institutions report holding both, of 100 holding any
UVXY71.1% of its 13F dollars, 42.3% of its 26 holders
NVDY20.8% of its 13F dollars, 12.9% of its 85 holders
Largest institutions holding both
| Firm | UVXY | NVDY |
|---|---|---|
| UBS Group AG | $63.7M | $12.3M |
| Morgan Stanley | $7.3M | $22K |
| Jane Street Group, LLC | $1.3M | $4.9M |
| Susquehanna International Group, LLP | $3.9M | $1.9M |
| Group One Trading LLC | $1.5M | $927K |
| Focus Partners Wealth | $1.2M | $149K |
| HRT Financial LP | $485K | $734K |
| FNY Investment Advisers, LLC | $168K | $1K |
| Harbour Investments, Inc. | $2K | $9K |
| Royal Bank of Canada | $0 | $3K |
| Integrated Wealth Concepts LLC | $579 | $1K |
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, NVDY institutional holders.
Frequently asked questions
Do institutions hold both UVXY and NVDY?
11 Form 13F filers report positions in both, out of 100 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%.