VEGI vs SVXY overlap
7 institutions report holding both VEGI and SVXY.
VEGISVXY
Pick 2 to 4 ETFs.
We don’t have holdings for SVXY. 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.
7
institutions report holding both, of 82 holding any
VEGI19.3% of its 13F dollars, 10.4% of its 67 holders
SVXY40.0% of its 13F dollars, 31.8% of its 22 holders
Largest institutions holding both
| Firm | VEGI | SVXY |
|---|---|---|
| Morgan Stanley | $7.1M | $7.2M |
| Susquehanna International Group, LLP | $1.5M | $12.6M |
| Flow Traders U.S. LLC | $1.3M | $1.5M |
| UBS Group AG | $706K | $850K |
| JPMorgan Chase & Co | $31 | $100K |
| Spire Wealth Management | $9K | $17K |
| PNC Financial Services Group, Inc. | $9K | $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: VEGI institutional holders, SVXY institutional holders.
Frequently asked questions
Do institutions hold both VEGI and SVXY?
7 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%.