Parametric Hedged Equity ETF
PHEQ
16 hedge funds and large institutions have $119M invested in Parametric Hedged Equity ETF in 2026 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 6 closing their positions.
12% more capital invested
Capital invested by funds: $107M → $119M (+$12.8M)
1.41% less ownership
Funds ownership: 87.83% → 86.42% (-1.4%)
11% less funds holding
Funds holding: 18 → 16 (-2)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$11.4M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.25M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$848K |
| 4 |
BPW
BlueDoor Private Wealth
Beverly,
Massachusetts
|
+$397K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$88.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CF
Convergence Financial
Columbia,
Missouri
|
-$6.15M |
| 2 |
WF
Wayfinding Financial
Lynnwood,
Washington
|
-$1.29M |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$982K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$719K |
| 5 |
Jane Street
New York
|
-$592K |
PHEQ Hedge Fund Activity: Q2 2026 in Review
16 of the 8,344 institutional investors tracked by Wall St. Rank reported a position in Parametric Hedged Equity ETF (PHEQ) for Q2 2026, worth a combined $119M — up 12% from $107M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of PHEQ and 5 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 4 added.
The largest buyer was Morgan Stanley, adding an estimated $11.4M. The largest seller was Convergence Financial, exiting entirely with an estimated $6.15M sold.
- 16 institutional investors held Parametric Hedged Equity ETF (PHEQ) as of Q2 2026, down from 18 in Q1 2026.
- Funds reported $119M of Parametric Hedged Equity ETF stock for Q2 2026, up 12% quarter-over-quarter.
- 5 funds opened new Parametric Hedged Equity ETF positions in Q2 2026 and 6 closed out, a net change of -1 holder.
- The largest Parametric Hedged Equity ETF buyer in Q2 2026 was Morgan Stanley, an estimated $11.4M added.
- The largest Parametric Hedged Equity ETF seller in Q2 2026 was Convergence Financial, an estimated $6.15M sold.
Based on aggregated 13F filings for Q2 2026.