PHEQ MORGAN STANLEY ETF TRUST
FollowETFs (fund)
9 managers (9 13F filers) reported a position in PHEQ shares at 2025-03-31, 2,622,263 shares in all. 0 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 0
- Added
- 6
- Reduced
- 1
- Sold out
- 1
- Shares held by filers
- 2,622,263
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2025
Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| MORGAN STANLEYin group MORGAN STANLEY | 2,356,296 | $67.4M | <0.01% | +371,704 | 13F-HRTimelineGroup |
| Wayfinding Financial, LLC | 134,399 | $3.84M | 1.68% | +83,115 | 13F-HRTimeline |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 55,587 | $1.59M | <0.01% | +32,912 | 13F-HRTimelineGroup |
| OLD MISSION CAPITAL LLC | 31,057 | $888K | 0.02% | +19,713 | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 20,951 | $600K | <0.01% | -543 | 13F-HRTimelineGroup |
| Savvy Advisors, Inc. | 19,658 | $562K | 0.06% | +5,848 | 13F-HRTimeline |
| COMERICA BANK | 3,351 | $95.9K | <0.01% | 0 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 964 | $27.6K | <0.01% | +837 | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |