PHEQ
Parametric Hedged Equity ETF
PHEQ
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, 4 increasing their positions, 4 reducing their positions, and 0 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
Holders
13
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$5.99M | |
| 2 | +$1.82M | |
| 3 | +$335K | |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$326K |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$322K |
Top Sellers
| 1 | -$1.09M | |
| 2 | -$838K | |
| 3 | -$25.7K | |
| 4 |
Comerica Bank
Dallas,
Texas
|
-$15.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Morgan Stanley
New York
| $71.4M |
|
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|
PAG
2
Private Advisor Group
Morristown,
New Jersey
| $5.99M |
|
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|
WF
3
Wayfinding Financial
Lynnwood,
Washington
| $4.16M |
|
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4
LPL Financial
San Diego,
California
| $1.82M |
|
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|
OMC
5
Old Mission Capital
Chicago,
Illinois
| $1.29M |
|
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|
SAI
6
Savvy Advisors Inc
New York
| $661K |
|
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7
Osaic Holdings
Scottsdale,
Arizona
| $634K |
|
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8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $611K |
|
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|
9
UBS Group
Zurich,
Switzerland
| $356K |
|
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|
IWC
10
Integrated Wealth Concepts
Waltham,
Massachusetts
| $322K |
|
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|
SMC
11
Smith, Moore & Co
Clayton,
Missouri
| $238K |
|
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|
12
Comerica Bank
Dallas,
Texas
| $87.4K |
|
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13
Fidelity Investments
Boston,
Massachusetts
| $31 |
|