PARAMETRIC HEDGED EQUITY ETF (PHEQ) Institutional Ownership Changes & 13F Activity
PARAMETRIC HEDGED EQUITY ETF (PHEQ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Fiducient Advisors Llc, Lpl Financial Llc, Wayfinding Financial, Llc, and Convergence Financial, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Susquehanna International Group, Llp | Buy | +73,403 | — | 73,403 | $2.39M | Q4 2025 | Feb 17, 2026 |
| Old Mission Capital Llc | Buy | +39,289 | — | 39,289 | $1.28M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +15,935 | — | 15,935 | $519.34K | Q4 2025 | Feb 17, 2026 |
| Morgan Stanley | Buy | +2,869,498 | — | 2,869,498 | $93.46M | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts Llc | Buy | +58,784 | — | 58,784 | $1.91M | Q4 2025 | Feb 13, 2026 |
| Wayfinding Financial, Llc | Buy | +134,303 | — | 134,303 | $4.37M | Q4 2025 | Feb 12, 2026 |
| Lpl Financial Llc | Buy | +191,365 | — | 191,365 | $6.23M | Q4 2025 | Feb 11, 2026 |
| Convergence Financial, Llc | Buy | +92,487 | — | 92,487 | $3.01M | Q4 2025 | Feb 11, 2026 |
| Fiducient Advisors Llc | Buy | +243,980 | — | 243,980 | $7.95M | Q4 2025 | Feb 10, 2026 |
| Concurrent Investment Advisors, Llc | Buy | +6,634 | — | 6,634 | $216.06K | Q4 2025 | Jan 29, 2026 |
| Smith, Moore & Co. | Buy | +7,750 | — | 7,750 | $252.42K | Q4 2025 | Jan 23, 2026 |
| Farther Finance Advisors, Llc | Buy | +1,327 | — | 1,327 | $43.22K | Q4 2025 | Jan 23, 2026 |
| Sheets Smith Wealth Management | Buy | +55,734 | — | 55,734 | $1.82M | Q4 2025 | Jan 20, 2026 |
| Savvy Advisors, Inc. | Buy | +21,562 | — | 21,562 | $702.26K | Q4 2025 | Jan 20, 2026 |
| Corecap Advisors, Llc | Buy | +224 | — | 224 | $7.30K | Q4 2025 | Jan 13, 2026 |
Frequently asked questions about PHEQ activity
Which institutional owners are buying PHEQ?
Institutional owners buying PHEQ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in PHEQ activity?
"Buy" means an investor increased their reported position in PHEQ compared to the prior reporting period. This reflects growing exposure to PARAMETRIC HEDGED EQUITY ETF (PHEQ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PHEQ increasing?
Institutional interest in PHEQ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.