PHEQ

Parametric Hedged Equity ETF
PHEQ

11 hedge funds and large institutions have $104M invested in Parametric Hedged Equity ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 5 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership: →

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding: →

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
11
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
+$12.8M
2
+$4.36M
3
+$1.77M
4
IWC
Integrated Wealth Concepts
Massachusetts
+$1.52M
5
LPL Financial
LPL Financial
California
+$1.08M

Top Sellers

1
-$5.99M
2
-$1.29M
3
-$611K
4
UBS Group
UBS Group
Switzerland
-$356K
5
Osaic Holdings
Osaic Holdings
Arizona
-$55.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$87.4M
VBA
2
von Borstel & Associates
Oregon
$4.36M
WF
3
Wayfinding Financial
Washington
$4.28M
LPL Financial
4
LPL Financial
California
$2.98M
IWC
5
Integrated Wealth Concepts
Massachusetts
$1.86M
SSWM
6
Sheets Smith Wealth Management
North Carolina
$1.77M
SAI
7
Savvy Advisors Inc
New York
$690K
Osaic Holdings
8
Osaic Holdings
Arizona
$596K
SMC
9
Smith, Moore & Co
Missouri
$248K
CIA
10
Concurrent Investment Advisors
Florida
$212K
Comerica Bank
11
Comerica Bank
Texas
$90.6K
PAG
12
Private Advisor Group
New Jersey
–
OMC
13
Old Mission Capital
Illinois
–
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
–
UBS Group
15
UBS Group
Switzerland
–
Fidelity Investments
16
Fidelity Investments
Massachusetts
–