HEDG vs FJUN overlap
13 institutions report holding both HEDG and FJUN.
HEDGFJUN
Pick 2 to 4 ETFs.
We don’t have holdings for FJUN. 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.
13
institutions report holding both, of 183 holding any
HEDG63.1% of its 13F dollars, 33.3% of its 39 holders
FJUN24.4% of its 13F dollars, 8.3% of its 157 holders
Largest institutions holding both
| Firm | HEDG | FJUN |
|---|---|---|
| HighTower Advisors, LLC | $80.6M | $686K |
| Envestnet Asset Management Inc. | $16.4M | $33.6M |
| UBS Group AG | $41.7M | $540 |
| Rockefeller Capital Management L.P. | $28.5M | $7.2M |
| Royal Bank of Canada | $26.0M | $953K |
| Raymond James Financial Inc. | $7.8M | $12.1M |
| Commonwealth Equity Services, LLC | $1.8M | $17.8M |
| NewEdge Advisors, LLC | $3.8M | $1.1M |
| Steward Partners Investment Advisory, LLC | $2.2M | $2.6M |
| Janney Montgomery Scott LLC | $1.4M | $2.0M |
| Farther Finance Advisors, LLC | $970K | $2.1M |
| Old Mission Capital LLC | $564K | $2.3M |
| Fifth Third Bancorp | $192K | $23K |
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: HEDG institutional holders, FJUN institutional holders.
Frequently asked questions
Do institutions hold both HEDG and FJUN?
13 Form 13F filers report positions in both, out of 183 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%.