VIXY vs OVM overlap
2 institutions report holding both VIXY and OVM.
VIXYOVM
Pick 2 to 4 ETFs.
We don’t have holdings for VIXY. 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.
2
institutions report holding both, of 55 holding any
VIXY3.5% of its 13F dollars, 4.2% of its 48 holders
OVM0.1% of its 13F dollars, 22.2% of its 9 holders
Largest institutions holding both
| Firm | VIXY | OVM |
|---|---|---|
| Morgan Stanley | $965K | $31 |
| Osaic Holdings, Inc. | $21K | $41K |
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: VIXY institutional holders, OVM institutional holders.
Frequently asked questions
Do institutions hold both VIXY and OVM?
2 Form 13F filers report positions in both, out of 55 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%.