XRPI vs HDMV overlap
8 institutions report holding both XRPI and HDMV.
XRPIHDMV
Pick 2 to 4 ETFs.
We don’t have holdings for XRPI. 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.
8
institutions report holding both, of 55 holding any
XRPI17.4% of its 13F dollars, 20.5% of its 39 holders
HDMV44.9% of its 13F dollars, 33.3% of its 24 holders
Largest institutions holding both
| Firm | XRPI | HDMV |
|---|---|---|
| Osaic Holdings, Inc. | $511 | $2.1M |
| Citadel Advisors LLC | $312K | $1.4M |
| Jane Street Group, LLC | $82K | $1.5M |
| UBS Group AG | $1.1M | $5K |
| Harbour Investments, Inc. | $372K | $17K |
| Global Retirement Partners, LLC | $32K | $15K |
| Larson Financial Group LLC | $25K | $5K |
| Farther Finance Advisors, LLC | $18K | $2K |
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: XRPI institutional holders, HDMV institutional holders.
Frequently asked questions
Do institutions hold both XRPI and HDMV?
8 Form 13F filers report positions in both, out of 55 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%.