PHEQ

Parametric Hedged Equity ETF
PHEQ

Overview Fund Trends Analyst Outlook Journalist POV

8 hedge funds and large institutions have $75M invested in Parametric Hedged Equity ETF in 2025 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership: →

less funds holding

Funds holding: →

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
8
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
+$10.6M
2
+$2.38M
3
+$941K
4
OMC
Old Mission Capital
Illinois
+$564K
5
SAI
Savvy Advisors Inc
New York
+$167K

Top Sellers

1
-$1.08M
2
-$15.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$67.4M
WF
2
Wayfinding Financial
Washington
$3.84M
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.59M
OMC
4
Old Mission Capital
Illinois
$888K
Osaic Holdings
5
Osaic Holdings
Arizona
$600K
SAI
6
Savvy Advisors Inc
New York
$562K
Comerica Bank
7
Comerica Bank
Texas
$95.9K
UBS Group
8
UBS Group
Switzerland
$27.6K
Jane Street
9
Jane Street
New York
–