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Hedgeye Capital Allocation ETF

55 hedge funds and large institutions have $190M invested in Hedgeye Capital Allocation ETF in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 18 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$554K
2 -$176K
3 -$92.2K
4
WAM
Worth Asset Management
Texas
-$31.7K
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$42.7M
WAM
2
WNY Asset Management
New York
$20.5M
Truist Financial
3
Truist Financial
North Carolina
$18.5M
HighTower Advisors
4
HighTower Advisors
Illinois
$15.3M
WFA
5
WMG Financial Advisors
Tennessee
$11.3M
SAMC
6
Spectrum Asset Management (California)
California
$10M
PAG
7
Private Advisor Group
New Jersey
$7.81M
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$7.29M
RFA
9
Reyes Financial Architecture
California
$7.06M
CIBC World Market
10
CIBC World Market
Ontario, Canada
$5.37M
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$4.58M
OIA
12
OneDigital Investment Advisors
Kansas
$3.99M
FH
13
FWG Holdings
Florida
$3.32M
IA
14
Insight Advisors
Pennsylvania
$3.2M
WA
15
WESPAC Advisors
California
$2.84M
Stifel Financial
16
Stifel Financial
Missouri
$2.81M
FGA
17
Fortis Group Advisors
New Jersey
$2.26M
MSWM
18
Mowery & Schoenfeld Wealth Management
Illinois
$1.97M
Bank of America
19
Bank of America
North Carolina
$1.88M
FS
20
Ferguson Shapiro
Georgia
$1.8M
CIA
21
Compass Ion Advisors
Pennsylvania
$1.74M
SEA
22
Stegent Equity Advisors
Texas
$1.57M
RA
23
RFG Advisory
Alabama
$1.26M
GPFA
24
Game Plan Financial Advisors
Ohio
$1.16M
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$1.02M