PARAMETRIC HEDGED EQUITY ETF (PHEQ) Institutional Ownership and Insiders Activity
PARAMETRIC HEDGED EQUITY ETF (PHEQ) is widely held by institutional investors, with 17 firms reporting positions valued at approximately $120.33M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is the largest disclosed holder, reporting approximately $98.56M in PHEQ holdings in its latest filing.
Institutional ownership remains highly concentrated, with Morgan Stanley representing the majority of disclosed value.
Institutional Holders
17
Total Reported Value
$120.33M
Largest Holder
Morgan Stanley
Largest Position
$98.56M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
15
Funds Exiting Positions
0
Top Institutional Owners
View allInvestorReported Balance
- Morgan Stanley$98.56M
- Lpl Financial Llc$10.69M
- Wayfinding Financial, Llc$3.25M
- Sheets Smith Wealth Management$1.93M
- Susquehanna International Group, Llp$1.53M