WEEL vs MSFD overlap
1 institutions report holding both WEEL and MSFD.
WEELMSFD
Pick 2 to 4 ETFs.
We don’t have holdings for MSFD. 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.
1
institutions report holding both, of 16 holding any
WEEL9.1% of its 13F dollars, 14.3% of its 7 holders
MSFD9.9% of its 13F dollars, 10.0% of its 10 holders
Largest institutions holding both
| Firm | WEEL | MSFD |
|---|---|---|
| Citadel Advisors LLC | $446K | $466K |
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, MSFD institutional holders.
Frequently asked questions
Do institutions hold both WEEL and MSFD?
1 Form 13F filers report positions in both, out of 16 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%.