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Hedgeye Capital Allocation ETF

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: 14 (+3)

129% more funds holding

Funds holding: 2455 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$42.7M +$43.6M +1,477,836 New
WAM
2
WNY Asset Management
New York
$20.5M +$21M +710,802 New
Truist Financial
3
Truist Financial
North Carolina
$18.5M +$18.9M +639,427 New
HighTower Advisors
4
HighTower Advisors
Illinois
$15.3M +$5.48M +185,606 +54%
WFA
5
WMG Financial Advisors
Tennessee
$11.3M +$7.92M +268,478 +217%
NA
6
NewEdge Advisors
Louisiana
$11M +$10.9M +370,581 +3,230%
SAMC
7
Spectrum Asset Management (California)
California
$10M +$4.99M +168,970 +95%
PAG
8
Private Advisor Group
New Jersey
$7.81M +$3.45K +117 +0%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$7.29M +$7.21M +244,412 +3,076%
RFA
10
Reyes Financial Architecture
California
$7.06M +$2.69M +91,235 +60%
CIBC World Market
11
CIBC World Market
Ontario, Canada
$5.37M +$706K +23,926 +15%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4.58M +$4.39M +148,656 +1,501%
OIA
13
OneDigital Investment Advisors
Kansas
$3.99M +$225K +7,620 +6%
FH
14
FWG Holdings
Florida
$3.32M +$3.43M +116,178 New
IA
15
Insight Advisors
Pennsylvania
$3.2M +$2.42M +82,035 +283%
WA
16
WESPAC Advisors
California
$2.84M +$688K +23,317 +31%
Stifel Financial
17
Stifel Financial
Missouri
$2.81M +$2.87M +97,362 New
FGA
18
Fortis Group Advisors
New Jersey
$2.26M +$2.4M +81,439 New
MSWM
19
Mowery & Schoenfeld Wealth Management
Illinois
$1.97M +$2.01M +68,085 New
Bank of America
20
Bank of America
North Carolina
$1.88M +$1.92M +65,000 New
FS
21
Ferguson Shapiro
Georgia
$1.8M +$1.84M +62,500 New
CIA
22
Compass Ion Advisors
Pennsylvania
$1.74M +$1.52M +51,406 +574%
SEA
23
Stegent Equity Advisors
Texas
$1.57M +$98.4K +3,335 +7%
RA
24
RFG Advisory
Alabama
$1.26M +$1.29M +43,584 New
GPFA
25
Game Plan Financial Advisors
Ohio
$1.16M +$531K +17,989 +81%