XYZY vs ASTX overlap
4 institutions report holding both XYZY and ASTX.
XYZYASTX
Pick 2 to 4 ETFs.
We don’t have holdings for ASTX. 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 28 holding any
XYZY6.5% of its 13F dollars, 40.0% of its 10 holders
ASTX14.2% of its 13F dollars, 18.2% of its 22 holders
Largest institutions holding both
| Firm | XYZY | ASTX |
|---|---|---|
| Susquehanna International Group, LLP | $1.1M | $2.1M |
| Jane Street Group, LLC | $438K | $781K |
| Simplex Trading, LLC | $954 | $290K |
| Group One Trading LLC | $5K | $220K |
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: XYZY institutional holders, ASTX institutional holders.
Frequently asked questions
Do institutions hold both XYZY and ASTX?
4 Form 13F filers report positions in both, out of 28 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%.