VXX vs CAML overlap
5 institutions report holding both VXX and CAML.
VXXCAML
Pick 2 to 4 ETFs.
We don’t have holdings for VXX. 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 80 holding any
VXX16.2% of its 13F dollars, 7.0% of its 71 holders
CAML0.5% of its 13F dollars, 35.7% of its 14 holders
Largest institutions holding both
| Firm | VXX | CAML |
|---|---|---|
| UBS Group AG | $26.8M | $144K |
| Susquehanna International Group, LLP | $25.3M | $357K |
| HRT Financial LP | $5.4M | $1.1M |
| Morgan Stanley | $1.9M | $46K |
| JPMorgan Chase & Co | $1.6M | $144K |
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: VXX institutional holders, CAML institutional holders.
Frequently asked questions
Do institutions hold both VXX and CAML?
5 Form 13F filers report positions in both, out of 80 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%.