PHEQ

Parametric Hedged Equity ETF
PHEQ

Overview Fund Activity

12 hedge funds and large institutions have $87M invested in Parametric Hedged Equity ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 0 closing their positions.

Holders
12
Holders Change
+4
Holders Change %
+50%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
4
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$5.99M
2
LPL Financial
2
LPL Financial
California
$1.82M
3
OMC
3
Old Mission Capital
Illinois
$1.29M
4
UBS Group
4
UBS Group
Switzerland
$356K
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$322K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$71.4M
2
WF
2
Wayfinding Financial
Washington
$4.16M
3
Comerica Bank
3
Comerica Bank
Texas
$87.4K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$71.4M 2,328,972 -27,324 -1%
PAG
2
Private Advisor Group
New Jersey
$5.99M 195,374 +195,374 New
WF
3
Wayfinding Financial
Washington
$4.16M 133,572 -827 -0.6%
LPL Financial
4
LPL Financial
California
$1.82M 59,329 +59,329 New
OMC
5
Old Mission Capital
Illinois
$1.29M 41,983 +10,926 +35%
SAI
6
Savvy Advisors Inc
New York
$661K 21,553 +1,895 +10%
Osaic Holdings
7
Osaic Holdings
Arizona
$634K 21,494 +543 +3%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$611K 19,937 -35,650 -64%
UBS Group
9
UBS Group
Switzerland
$356K 11,601 +10,637 +1,103%
IWC
10
Integrated Wealth Concepts
Massachusetts
$322K 10,485 +10,485 New
SMC
11
Smith, Moore & Co
Missouri
$238K 7,750 +7,750 New
Comerica Bank
12
Comerica Bank
Texas
$87.4K 2,851 -500 -15%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$31 1 +1 New