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HECA

Hedgeye Capital Allocation ETF
HECA

24 hedge funds and large institutions have $46.9M invested in Hedgeye Capital Allocation ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 4 increasing their positions, reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 2

531% more capital invested

Capital invested by funds: $7.44M → $46.9M (+$39.5M)

243% more funds holding

Funds holding: 7 → 24 (+17)

1.3% more ownership

Funds ownership: 32.4% → 33.7% (+1.3%)

Holders
24
Holders Change
+17
Holders Change %
+242.86%
% of All Funds
0.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
4
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
Private Advisor Group
New Jersey
+$7.63M
2
HighTower Advisors
HighTower Advisors
Illinois
+$6.25M
3
SAMC
Spectrum Asset Management (California)
California
+$5.01M
4
CIBC World Market
CIBC World Market
Ontario, Canada
+$4.57M
5
RFA
Reyes Financial Architecture
California
+$4.32M

Top Sellers

1
GS
GTS Securities
New York
-$815K
2
MSWM
Mowery & Schoenfeld Wealth Management
Illinois
-$547
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$9.49M +$6.25M +221,782 +183%
PAG
2
Private Advisor Group
New Jersey
$7.48M +$7.63M +270,578 New
SAMC
3
Spectrum Asset Management (California)
California
$4.91M +$5.01M +177,524 New
CIBC World Market
4
CIBC World Market
Ontario, Canada
$4.48M +$4.57M +162,205 New
RFA
5
Reyes Financial Architecture
California
$4.24M +$4.32M +153,228 New
OIA
6
OneDigital Investment Advisors
Kansas
$3.61M +$764K +27,090 +26%
WFA
7
WMG Financial Advisors
Tennessee
$3.42M +$3.49M +123,735 New
WA
8
WESPAC Advisors
California
$2.08M +$2.12M +75,160 New
SEA
9
Stegent Equity Advisors
Texas
$1.41M +$1.44M +51,133 New
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$936K +$929K +32,947 New
IA
11
Insight Advisors
Pennsylvania
$800K +$816K +28,941 New
WAM
12
Worth Asset Management
Texas
$682K +$696K +24,667 New
GPFA
13
Game Plan Financial Advisors
Ohio
$612K +$387K +13,725 +163%
Jane Street
14
Jane Street
New York
$554K +$565K +20,036 New
KPWS
15
Kestra Private Wealth Services
Texas
$439K +$447K +15,869 New
MML Investors Services
16
MML Investors Services
Massachusetts
$403K +$411K +14,577 New
NA
17
NewEdge Advisors
Louisiana
$317K +$108K +3,818 +50%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$274K +$279K +9,901 New
CIA
19
Compass Ion Advisors
Pennsylvania
$248K +$253K +8,963 New
SWA
20
Stratos Wealth Advisors
Ohio
$236K +$241K +8,535 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$220K +$224K +7,945 New
Osaic Holdings
22
Osaic Holdings
Arizona
$28.8K +$29.3K +1,040 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$21K +$21.1K +750 New
CWM
24
Copia Wealth Management
Oregon
$1.22K +$1.24K +44 New
GS
25
GTS Securities
New York
– -$815K -29,830 Closed
1
2