ETF Ownership of equity

Maxman98
Maxman98 Newcomer
edited March 4 in Refinitiv Data Platform

Hi,

I am currently looking for a way to retrieve the % of outstanding shares held by ETFs of a single equity. I know that I can do this manually by looking at the Fund Ownership of an individual equity, however, I am looking at 150 equities over the past 20 years on a monthly basis. Thus, doing it manually is not an option. Does anyone know a good workaround or way to get this type of data?

When checking out CodeCreator, I was not able to find an approach that resulted in time series objects.

Best regards and thank you in advance

Answers

  • Jirapongse
    Jirapongse ✭✭✭✭✭

    @Maxman98

    Thank you for reaching out to us.

    Is it this one?

    df = ld.get_data(
        universe = ['IBM.N'],
        fields = ['TR.FundPortfolioName',
                  'TR.FundInvestorType',
                  'TR.FundAdjShrsHeld',
                  'TR.FundHoldingsDate',
                  'TR.FdAdjPctOfShrsOutHeld'],
        parameters = {
            'TheInvestorType':'404',
            'SDate':'2023-01-01',
            'EndNum':10})
    df
    

    The output is:

    image.png

    I am using the LSEG Data Library for Python to retrieve this data. The examples are on GitHub.

    You can also use the Data Item Browser tool to search for other fields and parameters.