WULX vs MSFD overlap
4 institutions report holding both WULX and MSFD.
WULXMSFD
Pick 2 to 4 ETFs.
We don’t have holdings for WULX, 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.
4
institutions report holding both, of 15 holding any
WULX40.1% of its 13F dollars, 44.4% of its 9 holders
MSFD44.0% of its 13F dollars, 40.0% of its 10 holders
Largest institutions holding both
| Firm | WULX | MSFD |
|---|---|---|
| Susquehanna International Group, LLP | $744K | $1.0M |
| Citadel Advisors LLC | $1.1M | $466K |
| Optiver Holding B.V. | $127K | $565K |
| Tower Research Capital LLC (TRC) | $462 | $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: WULX institutional holders, MSFD institutional holders.
Frequently asked questions
Do institutions hold both WULX and MSFD?
4 Form 13F filers report positions in both, out of 15 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%.