Who Owns PHEQ?
Parametric Hedged Equity ETF — Institutional Ownership & 13F Holdings
$33.65
-0.06 (-0.18%)
Market Cap
$111.6M
Shares Outstanding
3,656,958
Institutional Holders
8
Total Inst. Value
$75.0M
% of Float Held
—
QoQ Holder Change
+2
Institutional data as of Q1 2025
New Positions
0
Closed Positions
2
Increased
7
Decreased
0
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $67.4M | 2,356,296 |
| 2 | Wayfinding Financial, LLC | $3.8M | 134,399 |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 55,587 |
| 4 | OLD MISSION CAPITAL LLC | $888K | 31,057 |
| 5 | OSAIC HOLDINGS, INC. | $600K | 20,951 |
| 6 | Savvy Advisors, Inc. | $562K | 19,658 |
| 7 | COMERICA BANK | $96K | 3,351 |
| 8 | UBS Group AG | $28K | 964 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +372K | $67.4M |
| Wayfinding Financial, LLC | +83K | $3.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +33K | $1.6M |
| OLD MISSION CAPITAL LLC | +20K | $888K |
| OSAIC HOLDINGS, INC. | +888 | $600K |
Top Sellers
| Fund | Shares Removed | Value |
|---|
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Frequently Asked Questions
How many institutional investors hold PHEQ?
As of Q1 2025, 8 institutional investors report holding PHEQ (Parametric Hedged Equity ETF) in their 13F filings.
Which hedge fund owns the most PHEQ?
The largest institutional holder of PHEQ is MORGAN STANLEY with $67.4M in shares.
Are institutions buying or selling PHEQ?
This quarter, 0 institutions opened new positions in PHEQ and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.