UVXY vs ROM overlap
5 institutions report holding both UVXY and ROM.
UVXYROM
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.
5
institutions report holding both, of 95 holding any
UVXY65.3% of its 13F dollars, 19.2% of its 26 holders
ROM5.4% of its 13F dollars, 6.8% of its 74 holders
Largest institutions holding both
| Firm | UVXY | ROM |
|---|---|---|
| UBS Group AG | $63.7M | $68K |
| Morgan Stanley | $7.3M | $173 |
| Harbour Investments, Inc. | $2K | $4.8M |
| IMC-Chicago, LLC | $2.0M | $546K |
| Royal Bank of Canada | $0 | $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, ROM institutional holders.
Frequently asked questions
Do institutions hold both UVXY and ROM?
5 Form 13F filers report positions in both, out of 95 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%.