VXX vs SDVD overlap
7 institutions report holding both VXX and SDVD.
VXXSDVD
Pick 2 to 4 ETFs.
We don’t have holdings for VXX. 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.
7
institutions report holding both, of 172 holding any
VXX8.2% of its 13F dollars, 9.9% of its 71 holders
SDVD2.8% of its 13F dollars, 6.5% of its 108 holders
Largest institutions holding both
| Firm | VXX | SDVD |
|---|---|---|
| Susquehanna International Group, LLP | $25.3M | $1.4M |
| Envestnet Asset Management Inc. | $1.7M | $5.1M |
| &Partners | $1.7M | $957K |
| Morgan Stanley | $1.9M | $128K |
| Arax Advisory Partners | $46K | $1.7M |
| Summit Financial, LLC | $349K | $872K |
| DHJJ Financial Advisors, Ltd. | $2K | $462 |
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: VXX institutional holders, SDVD institutional holders.
Frequently asked questions
Do institutions hold both VXX and SDVD?
7 Form 13F filers report positions in both, out of 172 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%.