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
Holders
13
Holders Change
+5
Holders Change %
+62.5%
% of All Funds
0.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
4
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$611K |
| 2 |
Morgan Stanley
New York
|
$71.4M |
| 3 |
WF
Wayfinding Financial
Lynnwood,
Washington
|
$4.16M |
| 4 |
Comerica Bank
Dallas,
Texas
|
$87.4K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $71.4M | -$838K | -27,324 | -1% |
|
|
PAG
2
Private Advisor Group
Morristown,
New Jersey
| $5.99M | +$5.99M | +195,374 | New |
|
|
WF
3
Wayfinding Financial
Lynnwood,
Washington
| $4.16M | -$25.7K | -827 | -0.6% |
|
4
LPL Financial
San Diego,
California
| $1.82M | +$1.82M | +59,329 | New |
|
|
OMC
5
Old Mission Capital
Chicago,
Illinois
| $1.29M | +$335K | +10,926 | +35% |
|
|
SAI
6
Savvy Advisors Inc
New York
| $661K | +$58.1K | +1,895 | +10% |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $634K | +$16K | +543 | +3% |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $611K | -$1.09M | -35,650 | -64% |
|
9
UBS Group
Zurich,
Switzerland
| $356K | +$326K | +10,637 | +1,103% |
|
|
IWC
10
Integrated Wealth Concepts
Waltham,
Massachusetts
| $322K | +$322K | +10,485 | New |
|
|
SMC
11
Smith, Moore & Co
Clayton,
Missouri
| $238K | +$238K | +7,750 | New |
|
|
12
Comerica Bank
Dallas,
Texas
| $87.4K | -$15.3K | -500 | -15% |
|
13
Fidelity Investments
Boston,
Massachusetts
| $31 | +$31 | +1 | New |
|