PHEQ

Parametric Hedged Equity ETF

PHEQ

Market cap $104M

Overview Fund Activity

32.02 USD

+0.06

0.19%

At close Updated Sep 18, 9:30 AM EDT

1 day

0.19%

5 days

-0.03%

1 month

1.84%

3 months

6.48%

6 months

11.65%

Year to date

8.58%

1 year

12.43%

5 years

29.58%

10 years

29.58%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

63% more funds holding

Funds holding: 8 [Q1] → 13 (+5) [Q2]

17% more capital invested

Capital invested by funds: $75M [Q1] → $87.6M (+$12.6M) [Q2]

1.87% more ownership

Funds ownership: 85.98% [Q1] → 87.84% (+1.87%) [Q2]

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

See Fund Rankings

Financial journalist opinion

PHEQ Hedges Equity Losses in 2025

Escalating trade wars across a number of fronts continue to prove a significant drag on U.S. markets. Advisors and investors seeking hedges within U.S. equities should consider the Parametric Hedged Equity ETF (PHEQ) for its performance this year.

PHEQ Hedges Equity Losses in 2025

Tech Sell-Off Highlights Use Case for Hedged Equity ETFs

It's certainly no understatement to say that this week was a tumultuous one for many U.S. tech companies. January 20, China startup DeepSeek showed off its newest AI models to the world.

Tech Sell-Off Highlights Use Case for Hedged Equity ETFs

A Look Back at Morgan Stanley First 2 ETF Years

Approximately two years ago, just before an Exchange conference kicked off, one of the largest asset managers entered into the ETF market. Morgan Stanley Investment Management (MSIM), home to some of the strongest asset management brands, launched their initial suite of ETFs in January 2023.

A Look Back at Morgan Stanley First 2 ETF Years

PHEQ Mitigated Losses in Early August Sell-Off

Rate cuts may prove a boon for fixed income this fall, but potential economic weakening creates a challenged outlook for equities. While the Fed seeks to navigate a soft landing for the economy, positioning portfolios defensively could provide some investor peace of mind.

PHEQ Mitigated Losses in Early August Sell-Off

Concerned About Market Valuation? Protect the Downside

The Vanguard S&P 500 ETF (VOO), was up 14% as of July 26, near its all-time high. With four months to go, VOO has already set a new calendar year record with $51 billion of net inflows.

Concerned About Market Valuation? Protect the Downside

2 Options Strategies to Augment Your Equity Portfolio

Options strategies remain a popular choice with advisors and investors for the benefits they bring to portfolios. For those seeking to enhance their equity allocations, Parametric and Morgan Stanley Investment Management offer two ETFs with differing options strategies and outcomes.

2 Options Strategies to Augment Your Equity Portfolio

Hedge Your Large-Cap Exposure With PHEQ

Earnings misses and hopes of a September rate cut saw many investors dropping large-cap tech stocks in favor of their small-cap counterparts. Those investors looking to hedge against potential losses in large-caps should consider the Parametric Hedged Equity ETF (PHEQ).

Hedge Your Large-Cap Exposure With PHEQ

Worried About the Economy? 3 ETFs for Defensive Positioning

The economic resilience in the face of an aggressive Fed rate-hiking cycle began to show widening cracks in the second quarter. Investors concerned about economic slowing, stagflation, or recession can find defensive opportunities across a variety of strategies.

Ride Out Interest Rate Nerves With Hedged Equity ETF PHEQ

Are investors starting to get cold feet waiting out interest rate issues? The Dow dropped more than 300 points Wednesday as further Fed comments suggested that higher for longer is as serious as it sounds.

As Fed Uncertainty Brews, Look to Hedged Equity ETF PHEQ

The Fed's back and forth on cuts has been “the” story dominating markets so far this year. Over the last few weeks, however, the “multiple cut” narrative has lost steam.

See News Rankings

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