OIA
HECA

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

OneDigital Investment 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 		$3.99M Buy
138,090
+7,620
+6% +$225K 0.04% 313
2025
Q4 		$3.61M Buy
130,470
+27,090
+26% +$764K 0.04% 331
2025
Q3 		$2.83M Buy
+103,380
New +$2.65M 0.03% 359

Other funds holding HECA

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WFA
WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 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 $21.8B AUM 28.57% 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

OneDigital Investment Advisors's HECA Position: Q1 2026 in Review

OneDigital Investment Advisors increased its Hedgeye Capital Allocation ETF (HECA) stake by 5.8% in Q1 2026, buying an estimated $225K and bringing the position to 138,090 shares worth $3.99M. The position accounts for 0.04% of the portfolio, ranked #313.

OneDigital Investment 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.

  • OneDigital Investment Advisors held 138,090 shares of Hedgeye Capital Allocation ETF worth $3.99M as of Q1 2026.
  • OneDigital Investment Advisors bought 7,620 Hedgeye Capital Allocation ETF shares in Q1 2026, an estimated $225K.
  • Hedgeye Capital Allocation ETF made up 0.04% of OneDigital Investment Advisors's portfolio in Q1 2026, its #313 holding.
  • OneDigital Investment 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 OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.