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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$11M |
| 2 |
WF
Wayfinding Financial
Lynnwood,
Washington
|
+$2.46M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$976K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$585K |
| 5 |
SAI
Savvy Advisors Inc
New York
|
+$173K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.08M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$16.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $67.4M | +$11M | +371,704 | +19% |
|
|
WF
2
Wayfinding Financial
Lynnwood,
Washington
| $3.84M | +$2.46M | +83,115 | +162% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.59M | +$976K | +32,912 | +145% |
|
|
OMC
4
Old Mission Capital
Chicago,
Illinois
| $888K | +$585K | +19,713 | +174% |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $600K | -$16.1K | -543 | -3% |
|
|
SAI
6
Savvy Advisors Inc
New York
| $562K | +$173K | +5,848 | +42% |
|
7
Comerica Bank
Dallas,
Texas
| $95.9K | – | – | – |
|
8
UBS Group
Zurich,
Switzerland
| $27.6K | +$24.8K | +837 | +659% |
|
|
9
Jane Street
New York
| – | -$1.08M | -36,458 | Closed |
|
PHEQ Hedge Fund Activity: Q1 2025 in Review
8 of the 7,459 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.