Hedgeye Capital Allocation ETF

HECA

Market cap $306M

55 hedge funds and large institutions have $201M 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

3,100% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 1

500% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 3

328% more capital invested

Capital invested by funds: $46.9M → $201M (+$154M)

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

129% more funds holding

Funds holding: 24 → 55 (+31)

18.54% more ownership

Funds ownership: 33.7% → 52.24% (+19%)

Holders

Holders Change

+31

Holders Change %

+129.17%

% of All Funds

0.68%

Holding in Top 10

Holding in Top 10 Change

Holding in Top 10 Change %

+300%

% of All Funds

0.05%

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

1	Cambridge Investment Research Advisors Fairfield, Iowa	+$43.6M
2	Truist Financial Charlotte, North Carolina	+$18.9M
3	NA NewEdge Advisors New Orleans, Louisiana	+$10.9M
4	WFA WMG Financial Advisors Knoxville, Tennessee	+$7.92M
5	Envestnet Asset Management Chicago, Illinois	+$7.21M

Top Sellers

1	Jane Street New York	-$554K
2	MML Investors Services Springfield, Massachusetts	-$176K
3	Wealth Enhancement Advisory Services Plymouth, Minnesota	-$92.2K
4	WAM Worth Asset Management Dallas, Texas	-$31.7K

#	Name	Holding	Trade Value	Shares Change	Change in Stake
26	26 Bank of Montreal Toronto, Ontario, Canada	$1.02M	+$1.04M	+35,331	New
27	27 Wealth Enhancement Advisory Services Plymouth, Minnesota	$854K	-$92.2K	-3,123	-9%
28	P 28 &Partners Nashville, Tennessee	$762K	+$779K	+26,385	New
29	29 Citadel Advisors Miami, Florida	$724K	+$740K	+25,082	New
30	WAM 30 Worth Asset Management Dallas, Texas	$681K	-$31.7K	-1,075	-4%
31	LCAM 31 London & Capital Asset Management London, United Kingdom	$654K	+$667K	+22,597	New
32	WAP 32 Wealthcare Advisory Partners West Chester, Pennsylvania	$536K	+$548K	+18,561	New
33	KPWS 33 Kestra Private Wealth Services Austin, Texas	$471K	+$13.2K	+446	+3%
34	HF 34 HRT Financial New York	$394K	+$403K	+13,650	New
35	BIG 35 Brookwood Investment Group Phoenix, Arizona	$350K	+$358K	+12,124	New
36	EA 36 Ergawealth Advisors Oak Brook, Illinois	$331K	+$338K	+11,459	New
37	PTC 37 Philadelphia Trust Company Philadelphia, Pennsylvania	$320K	+$327K	+11,092	New
38	SSCA 38 South Shore Capital Advisors Cohasset, Massachusetts	$274K	+$280K	+9,500	New
39	ZIM 39 Zacks Investment Management Chicago, Illinois	$273K	+$279K	+9,463	New
40	SWA 40 Stratos Wealth Advisors Beachwood, Ohio	$259K	+$12.8K	+434	+5%
41	FWWM 41 Fiscal Wisdom Wealth Management Canton, Connecticut	$254K	+$259K	+8,785	New
42	42 MML Investors Services Springfield, Massachusetts	$249K	-$176K	-5,967	-41%
43	SPC 43 Sigma Planning Corp Ann Arbor, Michigan	$223K	+$228K	+7,740	New
44	FFA 44 Farther Finance Advisors San Francisco, California	$218K	+$225K	+7,622	New
45	ASN 45 Advisory Services Network Atlanta, Georgia	$208K	+$213K	+7,200	New
46	DC 46 Davenport & Co Richmond, Virginia	$208K	+$213K	+7,200	New
47	BCM 47 Basso Capital Management Stamford, Connecticut	$141K	+$145K	+4,900	New
48	SPIA 48 Steward Partners Investment Advisory New York	$57.7K	+$59K	+2,000	New
49	49 Osaic Holdings Scottsdale, Arizona	$30K	–	–	–
50	50 Royal Bank of Canada Toronto, Ontario, Canada	$29K	+$7.38K	+250	+33%