Parametric Hedged Equity ETF
PHEQ
18 hedge funds and large institutions have $107M invested in Parametric Hedged Equity ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
13% more funds holding
Funds holding: 16 → 18 (+2)
4.1% less ownership
Funds ownership: 91.93% → 87.83% (-4.1%)
14% less capital invested
Capital invested by funds: $124M → $107M (-$17.6M)
33% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CF
Convergence Financial
Columbia,
Missouri
|
+$3.24M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.67M |
| 3 |
Jane Street
New York
|
+$602K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$381K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$272K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$11.6M |
| 2 |
FA
Fiducient Advisors
Chicago,
Illinois
|
-$7.95M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.28M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$575K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$259K |
PHEQ Hedge Fund Activity: Q1 2026 in Review
18 of the 8,206 institutional investors tracked by Wall St. Rank reported a position in Parametric Hedged Equity ETF (PHEQ) for Q1 2026, worth a combined $107M — down 14% from $124M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PHEQ positions and 3 closed out — a net gain of 3 holders — while 4 added to existing stakes and 6 trimmed.
The largest buyer was Convergence Financial, adding an estimated $3.24M. The largest seller was Morgan Stanley, cutting an estimated $11.6M.
- 18 institutional investors held Parametric Hedged Equity ETF (PHEQ) as of Q1 2026, up from 16 in Q4 2025.
- Funds reported $107M of Parametric Hedged Equity ETF stock for Q1 2026, down 14% quarter-over-quarter.
- 6 funds opened new Parametric Hedged Equity ETF positions in Q1 2026 and 3 closed out, a net change of +3 holders.
- The largest Parametric Hedged Equity ETF buyer in Q1 2026 was Convergence Financial, an estimated $3.24M added.
- The largest Parametric Hedged Equity ETF seller in Q1 2026 was Morgan Stanley, an estimated $11.6M sold.
Based on aggregated 13F filings for Q1 2026.