XQQI vs PAYH overlap
1 institutions report holding both XQQI and PAYH.
XQQIPAYH
Pick 2 to 4 ETFs.
We don’t have holdings for PAYH. 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 30 holding any
XQQI0.0% of its 13F dollars, 9.1% of its 11 holders
PAYH20.7% of its 13F dollars, 5.0% of its 20 holders
Largest institutions holding both
| Firm | XQQI | PAYH |
|---|---|---|
| Morgan Stanley | $71 | $3.2M |
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: XQQI institutional holders, PAYH institutional holders.
Frequently asked questions
Do institutions hold both XQQI and PAYH?
1 Form 13F filers report positions in both, out of 30 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%.