Hedgeye Capital Allocation ETF
HECA
47 hedge funds and large institutions have $165M invested in Hedgeye Capital Allocation ETF in 2026 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 20 closing their positions.
21% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 14
0.71% more ownership
Funds ownership: 52.24% → 52.95% (+0.71%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
15% less funds holding
Funds holding: 55 → 47 (-8)
18% less capital invested
Capital invested by funds: $201M → $165M (-$35.4M)
40% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
WNY Asset Management
Williamsville,
New York
|
+$12.5M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$8.95M |
| 3 |
LPL Financial
San Diego,
California
|
+$7.82M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$4.55M |
| 5 |
BCWM
Ball & Co Wealth Management
Franklin,
Tennessee
|
+$3.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$15.9M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$10.5M |
| 3 |
SAMC
Spectrum Asset Management (California)
Newport Beach,
California
|
-$10M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$7.81M |
| 5 |
RFA
Reyes Financial Architecture
San Diego,
California
|
-$7.06M |
HECA Hedge Fund Activity: Q2 2026 in Review
47 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in Hedgeye Capital Allocation ETF (HECA) for Q2 2026, worth a combined $165M — down 18% from $201M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of HECA and 12 opened new positions — a net loss of 8 holders — while 14 trimmed existing stakes and 17 added.
The largest buyer was WNY Asset Management, adding an estimated $12.5M. The largest seller was Truist Financial, cutting an estimated $15.9M.
- 47 institutional investors held Hedgeye Capital Allocation ETF (HECA) as of Q2 2026, down from 55 in Q1 2026.
- Funds reported $165M of Hedgeye Capital Allocation ETF stock for Q2 2026, down 18% quarter-over-quarter.
- 12 funds opened new Hedgeye Capital Allocation ETF positions in Q2 2026 and 20 closed out, a net change of -8 holders.
- The largest Hedgeye Capital Allocation ETF buyer in Q2 2026 was WNY Asset Management, an estimated $12.5M added.
- The largest Hedgeye Capital Allocation ETF seller in Q2 2026 was Truist Financial, an estimated $15.9M sold.
Based on aggregated 13F filings for Q2 2026.