UVXY vs TNA overlap
11 institutions report holding both UVXY and TNA.
UVXYTNA
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 112 holding any
UVXY82.1% of its 13F dollars, 42.3% of its 26 holders
TNA33.5% of its 13F dollars, 11.3% of its 97 holders
Largest institutions holding both
| Firm | UVXY | TNA |
|---|---|---|
| UBS Group AG | $63.7M | $1.1M |
| Goldman Sachs Group Inc. | $12.4M | $7.6M |
| Royal Bank of Canada | $0 | $18.5M |
| Susquehanna International Group, LLP | $3.9M | $7.3M |
| Morgan Stanley | $7.3M | $235K |
| IMC-Chicago, LLC | $2.0M | $2.1M |
| Jane Street Group, LLC | $1.3M | $1.5M |
| Focus Partners Wealth | $1.2M | $298K |
| Integrated Wealth Concepts LLC | $579 | $62K |
| Harbour Investments, Inc. | $2K | $52K |
| EverSource Wealth Advisors, LLC | $6K | $6K |
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, TNA institutional holders.
Frequently asked questions
Do institutions hold both UVXY and TNA?
11 Form 13F filers report positions in both, out of 112 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%.