Parametric Hedged Equity ETF
PHEQ
11 hedge funds and large institutions have $104M invested in Parametric Hedged Equity ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 5 closing their positions.
19% more capital invested
Capital invested by funds: $87.6M → $104M (+$16.9M)
9.56% more ownership
Funds ownership: 87.81% → 97.37% (+9.6%)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
15% less funds holding
Funds holding: 13 → 11 (-2)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$12.6M |
| 2 |
VBA
von Borstel & Associates
The Dalles,
Oregon
|
+$4.22M |
| 3 |
SSWM
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
+$1.73M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$1.49M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$5.99M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.29M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$611K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$356K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$54.8K |
PHEQ Hedge Fund Activity: Q3 2025 in Review
11 of the 7,638 institutional investors tracked by Wall St. Rank reported a position in Parametric Hedged Equity ETF (PHEQ) for Q3 2025, worth a combined $104M — up 19% from $87.6M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of PHEQ and 3 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 3 added.
The largest buyer was Morgan Stanley, adding an estimated $12.6M. The largest seller was Private Advisor Group, exiting entirely with an estimated $5.99M sold.
- 11 institutional investors held Parametric Hedged Equity ETF (PHEQ) as of Q3 2025, down from 13 in Q2 2025.
- Funds reported $104M of Parametric Hedged Equity ETF stock for Q3 2025, up 19% quarter-over-quarter.
- 3 funds opened new Parametric Hedged Equity ETF positions in Q3 2025 and 5 closed out, a net change of -2 holders.
- The largest Parametric Hedged Equity ETF buyer in Q3 2025 was Morgan Stanley, an estimated $12.6M added.
- The largest Parametric Hedged Equity ETF seller in Q3 2025 was Private Advisor Group, an estimated $5.99M sold.
Based on aggregated 13F filings for Q3 2025.