Parametric Hedged Equity ETFPHEQ
PHEQ
0
Funds holding %
of 7,419 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
81% more capital invested
Capital invested by funds: $35M [Q3] → $63.2M (+$28.3M) [Q4]
13% more funds holding
Funds holding: 8 [Q3] → 9 (+1) [Q4]
3.48% more ownership
Funds ownership: 84.02% [Q3] → 87.5% (+3.48%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for PHEQ.
Financial journalist opinion
Positive
ETF Trends
1 month ago
PHEQ Hedges Equity Losses in 2025
Escalating trade wars across a number of fronts continue to prove a significant drag on U.S. markets. Advisors and investors seeking hedges within U.S. equities should consider the Parametric Hedged Equity ETF (PHEQ) for its performance this year.
Negative
ETF Trends
2 months ago
Tech Sell-Off Highlights Use Case for Hedged Equity ETFs
It's certainly no understatement to say that this week was a tumultuous one for many U.S. tech companies. January 20, China startup DeepSeek showed off its newest AI models to the world.
Neutral
ETF Trends
3 months ago
A Look Back at Morgan Stanley First 2 ETF Years
Approximately two years ago, just before an Exchange conference kicked off, one of the largest asset managers entered into the ETF market. Morgan Stanley Investment Management (MSIM), home to some of the strongest asset management brands, launched their initial suite of ETFs in January 2023.
Positive
ETF Trends
7 months ago
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.
Neutral
ETF Trends
8 months ago
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.
Neutral
ETF Trends
8 months ago
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.
Negative
ETF Trends
8 months ago
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).
Negative
ETF Trends
10 months ago
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.
Negative
ETF Trends
10 months ago
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.
Neutral
ETF Trends
11 months ago
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.
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