We are live on ! Find out more
PHEQ

Parametric Hedged Equity ETF
PHEQ

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

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

19% more capital invested

Capital invested by funds: $63.3M → $75M (+$11.7M)

1.58% less ownership

Funds ownership: 87.56% → 85.98% (-1.6%)

11% less funds holding

Funds holding: 9 → 8 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
8
Holders Change
-1
Holders Change %
-11.11%
% of All Funds
0.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
6
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$11M
2
WF
Wayfinding Financial
Washington
+$2.46M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$976K
4
OMC
Old Mission Capital
Illinois
+$585K
5
SAI
Savvy Advisors Inc
New York
+$173K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.08M
2
Osaic Holdings
Osaic Holdings
Arizona
-$16.1K

PHEQ Hedge Fund Activity: Q1 2025 in Review

8 of the 7,476 institutional investors tracked by Wall St. Rank reported a position in Parametric Hedged Equity ETF (PHEQ) for Q1 2025, worth a combined $75M — up 19% from $63.3M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of PHEQ and 0 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 6 added.

The largest buyer was Morgan Stanley, adding an estimated $11M. The largest seller was Jane Street, exiting entirely with an estimated $1.08M sold.

  • 8 institutional investors held Parametric Hedged Equity ETF (PHEQ) as of Q1 2025, down from 9 in Q4 2024.
  • Funds reported $75M of Parametric Hedged Equity ETF stock for Q1 2025, up 19% quarter-over-quarter.
  • 0 funds opened new Parametric Hedged Equity ETF positions in Q1 2025 and 1 closed out, a net change of -1 holder.
  • The largest Parametric Hedged Equity ETF buyer in Q1 2025 was Morgan Stanley, an estimated $11M added.
  • The largest Parametric Hedged Equity ETF seller in Q1 2025 was Jane Street, an estimated $1.08M sold.

Based on aggregated 13F filings for Q1 2025.