WEEL vs CWVX overlap
2 institutions report holding both WEEL and CWVX.
WEELCWVX
Pick 2 to 4 ETFs.
We don’t have holdings for CWVX. 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 17 holding any
WEEL50.6% of its 13F dollars, 28.6% of its 7 holders
CWVX4.8% of its 13F dollars, 16.7% of its 12 holders
Largest institutions holding both
| Firm | WEEL | CWVX |
|---|---|---|
| Garden State Investment Advisory Services LLC | $1.7M | $238K |
| Morgan Stanley | $797K | $5K |
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: WEEL institutional holders, CWVX institutional holders.
Frequently asked questions
Do institutions hold both WEEL and CWVX?
2 Form 13F filers report positions in both, out of 17 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%.