Cambridge Investment Research Advisors
HECA

Cambridge Investment Research Advisors’s Hedgeye Capital Allocation ETF HECA Stock Holding History

Cambridge Investment Research Advisors’s Portfolio HECA Stock Details HECA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$49.2M Buy
1,802,737
+324,901
+22% +$8.95M 0.11% 169
2026
Q1 		$42.7M Buy
+1,477,836
New +$43.6M 0.11% 179

Other funds holding HECA

WAM
WNY Asset Management Williamsville, New York $1.12B AUM
WFA
WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Cambridge Investment Research Advisors's HECA Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Hedgeye Capital Allocation ETF (HECA) stake by 22% in Q2 2026, buying an estimated $8.95M and bringing the position to 1,802,737 shares worth $49.2M. The position accounts for 0.11% of the portfolio, ranked #169.

Cambridge Investment Research Advisors first reported a position in HECA in Q1 2026 and has held it in 2 quarters since. 47 funds tracked by Wall St. Rank hold HECA as of Q2 2026.

  • Cambridge Investment Research Advisors held 1,802,737 shares of Hedgeye Capital Allocation ETF worth $49.2M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 324,901 Hedgeye Capital Allocation ETF shares in Q2 2026, an estimated $8.95M.
  • Hedgeye Capital Allocation ETF made up 0.11% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #169 holding.
  • Cambridge Investment Research Advisors first reported a position in Hedgeye Capital Allocation ETF in Q1 2026 and has held it in 2 quarters since.
  • 47 funds tracked by Wall St. Rank held Hedgeye Capital Allocation ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.