Parametric Hedged Equity ETF
PHEQ
13 hedge funds and large institutions have $87.6M invested in Parametric Hedged Equity ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 0 closing their positions.
63% more funds holding
Funds holding: 8 → 13 (+5)
17% more capital invested
Capital invested by funds: $75M → $87.6M (+$12.6M)
1.83% more ownership
Funds ownership: 85.98% → 87.81% (+1.8%)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$5.68M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.72M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$318K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$309K |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$305K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.04M |
| 2 |
Morgan Stanley
New York
|
-$794K |
| 3 |
WF
Wayfinding Financial
Lynnwood,
Washington
|
-$24K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$16.5K |
| 5 |
Comerica Bank
Dallas,
Texas
|
-$14.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $71.4M | -$794K | -27,324 | -1% |
|
|
PAG
2
Private Advisor Group
Morristown,
New Jersey
| $5.99M | +$5.68M | +195,374 | New |
|
|
WF
3
Wayfinding Financial
Lynnwood,
Washington
| $4.16M | -$24K | -827 | -0.6% |
|
|
4
LPL Financial
San Diego,
California
| $1.82M | +$1.72M | +59,329 | New |
|
|
OMC
5
Old Mission Capital
Chicago,
Illinois
| $1.29M | +$318K | +10,926 | +35% |
|
|
SAI
6
Savvy Advisors Inc
New York
| $661K | +$55.1K | +1,895 | +10% |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $625K | -$16.5K | -566 | -3% |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $611K | -$1.04M | -35,650 | -64% |
|
|
9
UBS Group
Zurich,
Switzerland
| $356K | +$309K | +10,637 | +1,103% |
|
|
IWC
10
Integrated Wealth Concepts
Waltham,
Massachusetts
| $322K | +$305K | +10,485 | New |
|
|
SMC
11
Smith, Moore & Co
Clayton,
Missouri
| $238K | +$225K | +7,750 | New |
|
|
12
Comerica Bank
Dallas,
Texas
| $87.4K | -$14.5K | -500 | -15% |
|
13
Fidelity Investments
Boston,
Massachusetts
| $31 | +$29 | +1 | New |
|
PHEQ Hedge Fund Activity: Q2 2025 in Review
13 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Parametric Hedged Equity ETF (PHEQ) for Q2 2025, worth a combined $87.6M — up 17% from $75M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PHEQ positions and 0 closed out — a net gain of 5 holders — while 3 added to existing stakes and 5 trimmed.
The largest buyer was Private Advisor Group, opening a new position worth an estimated $5.68M. The largest seller was Susquehanna International Group, cutting an estimated $1.04M.
- 13 institutional investors held Parametric Hedged Equity ETF (PHEQ) as of Q2 2025, up from 8 in Q1 2025.
- Funds reported $87.6M of Parametric Hedged Equity ETF stock for Q2 2025, up 17% quarter-over-quarter.
- 5 funds opened new Parametric Hedged Equity ETF positions in Q2 2025 and 0 closed out, a net change of +5 holders.
- The largest Parametric Hedged Equity ETF buyer in Q2 2025 was Private Advisor Group, an estimated $5.68M added.
- The largest Parametric Hedged Equity ETF seller in Q2 2025 was Susquehanna International Group, an estimated $1.04M sold.
Based on aggregated 13F filings for Q2 2025.