We are live on ! Find out more
PHEQ

Parametric Hedged Equity ETF
PHEQ

16 hedge funds and large institutions have $124M invested in Parametric Hedged Equity ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

45% more funds holding

Funds holding: 11 → 16 (+5)

19% more capital invested

Capital invested by funds: $104M → $124M (+$19.8M)

5.44% less ownership

Funds ownership: 97.37% → 91.93% (-5.4%)

Holders
16
Holders Change
+5
Holders Change %
+45.45%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
6
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FA
Fiducient Advisors
Illinois
+$7.89M
2
Morgan Stanley
Morgan Stanley
New York
+$4.51M
3
LPL Financial
LPL Financial
California
+$3.17M
4
CF
Convergence Financial
Missouri
+$2.99M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.37M

Top Sellers

Rank Fund Capital Flow
1
VBA
von Borstel & Associates
Oregon
-$4.36M
2
Osaic Holdings
Osaic Holdings
Arizona
-$87.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$93.5M +$4.51M +139,333 +5%
FA
2
Fiducient Advisors
Illinois
$7.95M +$7.89M +243,980 New
LPL Financial
3
LPL Financial
California
$6.23M +$3.17M +98,154 +105%
WF
4
Wayfinding Financial
Washington
$4.37M +$24.8K +766 +0.6%
CF
5
Convergence Financial
Missouri
$3.01M +$2.99M +92,487 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.39M +$2.37M +73,403 New
IWC
7
Integrated Wealth Concepts
Massachusetts
$1.91M +$26.4K +816 +1%
SSWM
8
Sheets Smith Wealth Management
North Carolina
$1.82M +$16.7K +516 +0.9%
OMC
9
Old Mission Capital
Illinois
$1.28M +$1.27M +39,289 New
SAI
10
Savvy Advisors Inc
New York
$702K +$291 +9 +0%
Osaic Holdings
11
Osaic Holdings
Arizona
$519K -$87.4K -2,704 -15%
SMC
12
Smith, Moore & Co
Missouri
$252K – – –
CIA
13
Concurrent Investment Advisors
Florida
$216K – – –
Comerica Bank
14
Comerica Bank
Texas
$92.2K – – –
FFA
15
Farther Finance Advisors
California
$43.2K +$42.9K +1,327 New
CA
16
CoreCap Advisors
Michigan
$7.3K +$7.24K +224 New
VBA
17
von Borstel & Associates
Oregon
– -$4.36M -134,430 Closed

PHEQ Hedge Fund Activity: Q4 2025 in Review

16 of the 8,232 institutional investors tracked by Wall St. Rank reported a position in Parametric Hedged Equity ETF (PHEQ) for Q4 2025, worth a combined $124M — up 19% from $104M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PHEQ positions and 1 closed out — a net gain of 5 holders — while 6 added to existing stakes and 1 trimmed.

The largest buyer was Fiducient Advisors, opening a new position worth an estimated $7.89M. The largest seller was von Borstel & Associates, exiting entirely with an estimated $4.36M sold.

  • 16 institutional investors held Parametric Hedged Equity ETF (PHEQ) as of Q4 2025, up from 11 in Q3 2025.
  • Funds reported $124M of Parametric Hedged Equity ETF stock for Q4 2025, up 19% quarter-over-quarter.
  • 6 funds opened new Parametric Hedged Equity ETF positions in Q4 2025 and 1 closed out, a net change of +5 holders.
  • The largest Parametric Hedged Equity ETF buyer in Q4 2025 was Fiducient Advisors, an estimated $7.89M added.
  • The largest Parametric Hedged Equity ETF seller in Q4 2025 was von Borstel & Associates, an estimated $4.36M sold.

Based on aggregated 13F filings for Q4 2025.