Parametric Hedged Equity ETF

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About PHEQ

PHEQ invests in individual US large-cap stocks while utilizing a laddered options strategy to mitigate losses. The option strategy caps the potential upside participation. 

Index-Tracked
Index-Tracked
Category
Equity Hedged
CategoryEquity Hedged
Number of holdings
189
Number of holdings189
Inception Date
Oct 16, 2023
Inception DateOct 16, 2023

What's in this fund

Sectors

As of December 11, 2025
Technology35.11%
Financial Services12.96%
Communication Services11.18%
Consumer Cyclical10.65%
Healthcare9.79%
Industrials7.39%
Consumer Defensive4.58%
Energy2.90%
Utilities2.34%
Basic Materials1.55%
Real Estate1.55%

Top 10 Holdings (41.85% of total assets)

As of December 11, 2025
NameSymbol% Assets
AppleAAPL7.41%
NVIDIANVDA7.38%
MicrosoftMSFT6.53%
AmazonAMZN3.91%
Alphabet Class AGOOGL3.26%
BroadcomAVGO3.19%
Alphabet Class CGOOG2.91%
Morgan Stanley Instl Lqudty Govt InstlMVRXX2.51%
Call On S&P 500 Mar262.47%
Meta PlatformsMETA2.28%

PHEQ Key Statistics

AUM
138.41M
AUM138.41M
Price-Earnings ratio
29.72
Price-Earnings ratio29.72
30-Day yield
0.92
30-Day yield0.92
Average volume
20.15K
Average volume20.15K
High today
$32.60
High today$32.60
Low today
$32.50
Low today$32.50
Open price
$32.51
Open price$32.51
Volume
65.79K
Volume65.79K
52 Week high
$32.99
52 Week high$32.99
52 Week low
$26.19
52 Week low$26.19
Expense ratio
0.29
Expense ratio0.29

Stock Snapshot

As of today, Parametric Hedged Equity ETF(PHEQ) shares are valued at $32.60. The company's market cap stands at 138.55M, with a P/E ratio of 29.72 and a dividend yield of 1.1%.

As of 2025-12-16, Parametric Hedged Equity ETF(PHEQ) stock has fluctuated between $32.50 and $32.60. The current price stands at $32.60, placing the stock +0.3% above today's low and 0.0% off the high.

Parametric Hedged Equity ETF(PHEQ) shares are trading with a volume of 65.79K, against a daily average of 20.15K.

During the past year, Parametric Hedged Equity ETF(PHEQ) stock moved between $26.19 at its lowest and $32.99 at its peak.

During the past year, Parametric Hedged Equity ETF(PHEQ) stock moved between $26.19 at its lowest and $32.99 at its peak.

Average Annual Return

All investments involve risks, including the loss of principal. Performance data represents past performance and is no guarantee of future results. Investment returns and principal value will fluctuate and are subject to market volatility. An investment, when redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance data quoted.