PHEQ

Parametric Hedged Equity ETF
PHEQ

16 hedge funds and large institutions have $124M invested in Parametric Hedged Equity ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 1 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding: →

more capital invested

Capital invested by funds: $ → $

5.44% less ownership

Funds ownership: 97.37% → 91.93% (-5.4%)

Holders
16
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$7.89M
2
+$4.51M
3
+$3.17M
4
CF
Convergence Financial
Missouri
+$2.99M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.37M

Top Sellers

1
-$4.36M
2
-$87.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$93.5M
FA
2
Fiducient Advisors
Illinois
$7.95M
LPL Financial
3
LPL Financial
California
$6.23M
WF
4
Wayfinding Financial
Washington
$4.37M
CF
5
Convergence Financial
Missouri
$3.01M
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.39M
IWC
7
Integrated Wealth Concepts
Massachusetts
$1.91M
SSWM
8
Sheets Smith Wealth Management
North Carolina
$1.82M
OMC
9
Old Mission Capital
Illinois
$1.28M
SAI
10
Savvy Advisors Inc
New York
$702K
Osaic Holdings
11
Osaic Holdings
Arizona
$519K
SMC
12
Smith, Moore & Co
Missouri
$252K
CIA
13
Concurrent Investment Advisors
Florida
$216K
Comerica Bank
14
Comerica Bank
Texas
$92.2K
FFA
15
Farther Finance Advisors
California
$43.2K
CA
16
CoreCap Advisors
Michigan
$7.3K
VBA
17
von Borstel & Associates
Oregon
–