HighTower Advisors
HECA

HighTower Advisors’s Hedgeye Capital Allocation ETF HECA Stock Holding History

HighTower 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
Q1 		$15.3M Buy
528,873
+185,606
+54% +$5.48M 0.02% 712
2025
Q4 		$9.49M Buy
343,267
+221,782
+183% +$6.25M 0.01% 886
2025
Q3 		$3.32M Buy
+121,485
New +$3.12M ﹤0.01% 1349

Other funds holding HECA

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
WFA
WMG Financial Advisors Knoxville, Tennessee $240M AUM 22.59% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

HighTower Advisors's HECA Position: Q1 2026 in Review

HighTower Advisors increased its Hedgeye Capital Allocation ETF (HECA) stake by 54% in Q1 2026, buying an estimated $5.48M and bringing the position to 528,873 shares worth $15.3M. The position accounts for 0.02% of the portfolio, ranked #712.

HighTower Advisors first reported a position in HECA in Q3 2025 and has held it in 3 quarters since. 55 funds tracked by Wall St. Rank hold HECA as of Q1 2026.

  • HighTower Advisors held 528,873 shares of Hedgeye Capital Allocation ETF worth $15.3M as of Q1 2026.
  • HighTower Advisors bought 185,606 Hedgeye Capital Allocation ETF shares in Q1 2026, an estimated $5.48M.
  • Hedgeye Capital Allocation ETF made up 0.02% of HighTower Advisors's portfolio in Q1 2026, its #712 holding.
  • HighTower Advisors first reported a position in Hedgeye Capital Allocation ETF in Q3 2025 and has held it in 3 quarters since.
  • 55 funds tracked by Wall St. Rank held Hedgeye Capital Allocation ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.