MORGAN STANLEY ETF TRUST - PARAMETRIC HEDGE (PHEQ) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2023 to Q4 2025

Type / Class
Equity / PARAMETRIC HEDGE
Symbol
PHEQ
Price per share
$32.65
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
3,815,106
Total reported value
$124,258,069
% of total 13F portfolios
0%
Share change
+553,170
Value change
+$18,039,063
Number of holders
16
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 31 Dec 2025, 16 institutional investors reported holding 3,815,106 shares of MORGAN STANLEY ETF TRUST - PARAMETRIC HEDGE (PHEQ).

Institutional Holders of MORGAN STANLEY ETF TRUST - PARAMETRIC HEDGE (PHEQ) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 3,815,106 $124,258,069 +$18,039,063 $32.57 16
2025 Q3 3,261,936 $104,481,696 +$13,481,004 $32.02 11
2025 Q2 2,853,793 $87,583,047 +$7,100,372 $30.67 13
2025 Q1 2,622,263 $75,013,040 +$13,615,691 $28.61 8
2024 Q4 2,145,135 $63,291,923 +$27,346,454 $29.50 9
2024 Q3 1,218,288 $34,977,079 +$8,008,502 $28.71 8
2024 Q2 940,099 $26,179,847 -$2,262,685 $27.85 8
2024 Q1 1,025,645 $27,755,267 +$5,011,408 $27.05 6
2023 Q4 840,805 $21,894,562 +$21,894,562 $26.04 2