Parametric Hedged Equity ETF
PHEQ

$28.71

0.07%

Market Cap: $40.2M

0

Funds holding %

of 6,710 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

33% more funds holding

Funds holding: 6 [Q1] → 8 (+2) [Q2]

47% less capital invested

Capital invested by funds: $49.4M [Q1] → $26.2M (-$23.2M) [Q2]

76.93% less ownership

Funds ownership: 152.14% [Q1] → 75.21% (-76.93%) [Q2]

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Research analyst outlook

We haven’t received any recent analyst ratings for PHEQ.

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Financial journalist opinion

PHEQ Mitigated Losses in Early August Sell-Off

Rate cuts may prove a boon for fixed income this fall, but potential economic weakening creates a challenged outlook for equities. While the Fed seeks to navigate a soft landing for the economy, positioning portfolios defensively could provide some investor peace of mind.

PHEQ Mitigated Losses in Early August Sell-Off

Concerned About Market Valuation? Protect the Downside

The Vanguard S&P 500 ETF (VOO), was up 14% as of July 26, near its all-time high. With four months to go, VOO has already set a new calendar year record with $51 billion of net inflows.

Concerned About Market Valuation? Protect the Downside

2 Options Strategies to Augment Your Equity Portfolio

Options strategies remain a popular choice with advisors and investors for the benefits they bring to portfolios. For those seeking to enhance their equity allocations, Parametric and Morgan Stanley Investment Management offer two ETFs with differing options strategies and outcomes.

2 Options Strategies to Augment Your Equity Portfolio

Hedge Your Large-Cap Exposure With PHEQ

Earnings misses and hopes of a September rate cut saw many investors dropping large-cap tech stocks in favor of their small-cap counterparts. Those investors looking to hedge against potential losses in large-caps should consider the Parametric Hedged Equity ETF (PHEQ).

Hedge Your Large-Cap Exposure With PHEQ

Worried About the Economy? 3 ETFs for Defensive Positioning

The economic resilience in the face of an aggressive Fed rate-hiking cycle began to show widening cracks in the second quarter. Investors concerned about economic slowing, stagflation, or recession can find defensive opportunities across a variety of strategies.

Worried About the Economy? 3 ETFs for Defensive Positioning

Ride Out Interest Rate Nerves With Hedged Equity ETF PHEQ

Are investors starting to get cold feet waiting out interest rate issues? The Dow dropped more than 300 points Wednesday as further Fed comments suggested that higher for longer is as serious as it sounds.

Ride Out Interest Rate Nerves With Hedged Equity ETF PHEQ

As Fed Uncertainty Brews, Look to Hedged Equity ETF PHEQ

The Fed's back and forth on cuts has been “the” story dominating markets so far this year. Over the last few weeks, however, the “multiple cut” narrative has lost steam.

As Fed Uncertainty Brews, Look to Hedged Equity ETF PHEQ

Invest in Equities While Mitigating Volatility With PHEQ

Volatility continues to create churn in April markets as interest rate uncertainty rises. For investors looking to capture equity exposure with an eye to volatility, the Parametric Hedged Equity ETF (PHEQ) is worth consideration.

Invest in Equities While Mitigating Volatility With PHEQ

In Uncertain Markets, Consider Hedged Equity

While many traders anticipate rate cuts from the Federal Reserve to begin in June, some rising concerns could push back the Fed's timetable. Core inflation numbers are not dropping as much as previously predicted.

In Uncertain Markets, Consider Hedged Equity

Parametric's Zweber Talks Active Liquid Alts ETFs

ETF development reached new heights in 2023, with active strategies in particular taking a big leap forward. Active's flagship year in 2023 saw active funds pick up big flows, but also set off a ton of new active product development.

Parametric's Zweber Talks Active Liquid Alts ETFs

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