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HECA

Hedgeye Capital Allocation ETF
HECA

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
55
Holders Change
+31
Holders Change %
+129.17%
% of All Funds
0.68%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
32
Increased
18
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$43.6M
2
Truist Financial
Truist Financial
North Carolina
+$18.9M
3
NA
NewEdge Advisors
Louisiana
+$10.9M
4
WFA
WMG Financial Advisors
Tennessee
+$7.92M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.21M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$554K
2
MML Investors Services
MML Investors Services
Massachusetts
-$176K
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$92.2K
4
WAM
Worth Asset Management
Texas
-$31.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$1.02M +$1.04M +35,331 New
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$854K -$92.2K -3,123 -9%
P
28
&Partners
Tennessee
$762K +$779K +26,385 New
Citadel Advisors
29
Citadel Advisors
Florida
$724K +$740K +25,082 New
WAM
30
Worth Asset Management
Texas
$681K -$31.7K -1,075 -4%
LCAM
31
London & Capital Asset Management
United Kingdom
$654K +$667K +22,597 New
WAP
32
Wealthcare Advisory Partners
Pennsylvania
$536K +$548K +18,561 New
KPWS
33
Kestra Private Wealth Services
Texas
$471K +$13.2K +446 +3%
HF
34
HRT Financial
New York
$394K +$403K +13,650 New
BIG
35
Brookwood Investment Group
Arizona
$350K +$358K +12,124 New
EA
36
Ergawealth Advisors
Illinois
$331K +$338K +11,459 New
PTC
37
Philadelphia Trust Company
Pennsylvania
$320K +$327K +11,092 New
SSCA
38
South Shore Capital Advisors
Massachusetts
$274K +$280K +9,500 New
ZIM
39
Zacks Investment Management
Illinois
$273K +$279K +9,463 New
SWA
40
Stratos Wealth Advisors
Ohio
$259K +$12.8K +434 +5%
FWWM
41
Fiscal Wisdom Wealth Management
Connecticut
$254K +$259K +8,785 New
MML Investors Services
42
MML Investors Services
Massachusetts
$249K -$176K -5,967 -41%
SPC
43
Sigma Planning Corp
Michigan
$223K +$228K +7,740 New
FFA
44
Farther Finance Advisors
California
$218K +$225K +7,622 New
ASN
45
Advisory Services Network
Georgia
$208K +$213K +7,200 New
DC
46
Davenport & Co
Virginia
$208K +$213K +7,200 New
BCM
47
Basso Capital Management
Connecticut
$141K +$145K +4,900 New
SPIA
48
Steward Partners Investment Advisory
New York
$57.7K +$59K +2,000 New
Osaic Holdings
49
Osaic Holdings
Arizona
$30K – – –
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$29K +$7.38K +250 +33%
1
2
3

HECA Hedge Fund Activity: Q1 2026 in Review

55 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Hedgeye Capital Allocation ETF (HECA) for Q1 2026, worth a combined $201M — up 328% from $46.9M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new HECA positions and 1 closed out — a net gain of 31 holders — while 18 added to existing stakes and 3 trimmed.

The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $43.6M. The largest seller was Jane Street, exiting entirely with an estimated $554K sold.

  • 55 institutional investors held Hedgeye Capital Allocation ETF (HECA) as of Q1 2026, up from 24 in Q4 2025.
  • Funds reported $201M of Hedgeye Capital Allocation ETF stock for Q1 2026, up 328% quarter-over-quarter.
  • 32 funds opened new Hedgeye Capital Allocation ETF positions in Q1 2026 and 1 closed out, a net change of +31 holders.
  • The largest Hedgeye Capital Allocation ETF buyer in Q1 2026 was Cambridge Investment Research Advisors, an estimated $43.6M added.
  • The largest Hedgeye Capital Allocation ETF seller in Q1 2026 was Jane Street, an estimated $554K sold.

Based on aggregated 13F filings for Q1 2026.