PHEQ

Parametric Hedged Equity ETF

6 hedge funds and large institutions have $27.8M invested in Parametric Hedged Equity ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
6
Holders Change
+4
Holders Change %
+200%
% of All Funds
0.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
Reduced
2
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$21.6M -$21.6M -800,000 -50%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.05M +$4.05M +149,615 New
WF
3
Wayfinding Financial
Washington
$1.46M +$1.46M +53,402 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$505K -$599K -22,139 -54%
Osaic Holdings
5
Osaic Holdings
Arizona
$105K +$105K +3,900 New
UBS Group
6
UBS Group
Switzerland
$1.68K +$1.68K +62 New