Parametric Hedged Equity ETFPHEQETF
13F holders, Q1 2024 (March 31)6holders
$27.06avg. 13F price*
At the end of Q1 2024, 6 institutions reported holding Parametric Hedged Equity ETF (PHEQ) in their 13F filings. The largest holders were Morgan Stanley ($21.6M), Envestnet Asset Management Inc. ($4.0M) and Wayfinding Financial, LLC ($1.5M).
- Company
- Parametric Hedged Equity ETF
- Filed as
- MORGAN STANLEY ETF TRUST (Q1 2024)
- CUSIP
- 61774R874
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $5.6M |
| Exits | 0 | $0 |
Ownership 6 holders
| Morgan Stanley | 0.00% | No change | 800,000 | $21.6M |
| Envestnet Asset Management Inc. | 0.00% | New | 149,615 | $4.0M |
| Wayfinding Financial, LLC | 0.85% | New | 53,402 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -54.3% | 18,666 | $505K |
| Osaic Holdings, Inc. | 0.00% | New | 3,900 | $105K |
| UBS Group AG | 0.00% | New | 62 | $2K |
"% of holder's portfolio" is PHEQ's weight in each manager's 13F, not the share of Parametric Hedged Equity ETF the manager owns.