PEPS
Parametric Equity Plus ETFPEPS
PEPS
0
Funds holding %
of 7,312 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
50% more funds holding
Funds holding: 2 [Q4 2024] → 3 (+1) [Q1 2025]
1.52% less ownership
Funds ownership: 98.94% [Q4 2024] → 97.43% (-1.52%) [Q1 2025]
7% less capital invested
Capital invested by funds: $22M [Q4 2024] → $20.5M (-$1.47M) [Q1 2025]
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Research analyst outlook
We haven’t received any recent analyst ratings for PEPS.
Financial journalist opinion
Positive
ETF Trends
4 months ago
2 Reasons to Add Some PEPS to Your Portfolio
This year's complex market and economic backdrop create a number of challenges for advisors and investors. Investors looking to diversify their equity portfolio should consider the Parametric Equity Plus ETF (PEPS).
Positive
ETF Trends
6 months ago
Why Many Investors Pivoted to Active ETFs in 2024
Actively managed ETFs have certainly enjoyed a profound increase in market momentum this year. Back in August, active ETFs passed the $1 trillion threshold in terms of worldwide assets.
Neutral
ETF Trends
7 months ago
Latest Morgan Stanley ETF Offers Equity Strategy
On Friday, November 8, Morgan Stanley Investment Management expanded its ETF roster with the launch of the Parametric Equity Plus ETF (PEPS). The actively managed fund has a net expense ratio of 0.29%.
Neutral
Business Wire
8 months ago
MSIM Adds Latest Strategy, Parametric Equity Plus, to $3.3 Billion ETF Platform
NEW YORK--(BUSINESS WIRE)--Morgan Stanley Investment Management (“MSIM”) today announced the launch of its latest ETF, Parametric Equity Plus ETF (Ticker: “PEPS”), a US large-cap equity strategy. Since the introduction of MSIM's first ETFs in 2023, the platform has grown to over $3.3 billion in ETF assets with 16 total strategies that span asset classes and themes. Listed on the Nasdaq, the latest addition to the platform is the third Parametric ETF brought to market and follows the conversion.
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