13FBOX
MORGAN STANLEY ETF TRUST PARAMETRIC HEDGED EQUITY ETF USD · 13F Institutional Holdings
Options Calculator Rankings
M

MORGAN STANLEY ETF TRUST PARAMETRIC HEDGED EQUITY ETF USD

PHEQ
Institutions
16
Combined AUM (Q2 2026)
$119.9M
Combined Shares (Q2 2026)
3.5M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+228,787
9 · 5 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-314,270
12 · 7 Exit · ≈
⚖️ Net
-85,483
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$119.9M
Institutions
16
New Buys
5
Adds
4
Reduces
5
Exits
7
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MORGAN STANLEY
0.01%0.01%#7$98.6M2.9M$87.4M2.7M+120,882+4.43%Add
LPL Financial LLC
<0.01%<0.01%#9$10.7M309,167$7.8M242,705+66,462+27.38%Add
Wayfinding Financial, LLC
1.23%1.83%#1$3.2M93,892$4.2M132,063-38,171-28.90%Reduce
SHEETS SMITH WEALTH MANAGEMENT
0.19%0.2%#2$1.9M54,623$1.8M54,863-240-0.44%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#12$1.5M44,206$2.1M65,430-21,224-32.44%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#10$931,28326,931$777,80224,328+2,603+10.70%Add
OLD MISSION CAPITAL LLC
0.01%#6$866,00825,050$00+25,050New Buy
Integrated Wealth Concepts LLC
<0.01%0.01%#8$835,37824,164$1.3M41,082-16,918-41.18%Reduce
Savvy Advisors, Inc.
0.02%0.02%#5$786,19122,741$720,13622,534+207+0.92%Add
BLUEDOOR PRIVATE WEALTH, LLC
0.17%#3$405,00211,715$00+11,715New Buy
FIFTH THIRD BANCORP
<0.01%<0.01%#13$63,3691,833$58,5781,83300.00%Unchanged
Farther Finance Advisors, LLC
<0.01%<0.01%#11$40,3451,167$42,6401,327-160-12.06%Reduce
Regatta Research & Money Management
0.04%#4$37,2621,078$00+1,078New Buy
JONES FINANCIAL COMPANIES LLLP
<0.01%#15$20,255590$00+590New Buy
Aptus Capital Advisors, LLC
<0.01%<0.01%#14$10,579306$9,77930600.00%Unchanged
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%#16$6,914200$00+200New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow