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HEFT

Hedgeye Fourth Turning ETF
HEFT

18 hedge funds and large institutions have $35.3M invested in Hedgeye Fourth Turning ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,745% more capital invested

Capital invested by funds: $515K → $35.3M (+$34.8M)

1,600% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 1

800% more funds holding

Funds holding: 2 → 18 (+16)

49.3% more ownership

Funds ownership: 4.74% → 54.04% (+49%)

Holders
18
Holders Change
+16
Holders Change %
+800%
% of All Funds
0.22%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
1
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FCM
Fourpath Capital Management
Oklahoma
+$14.9M
2
Truist Financial
Truist Financial
North Carolina
+$8M
3
HighTower Advisors
HighTower Advisors
Illinois
+$6.1M
4
GS
GTS Securities
New York
+$1.76M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.15M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$490K
Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
1
Fourpath Capital Management
Oklahoma
$14.8M +$14.9M +554,393 New
Truist Financial
2
Truist Financial
North Carolina
$7.94M +$8M +297,117 New
HighTower Advisors
3
HighTower Advisors
Illinois
$6.03M +$6.1M +226,401 New
GS
4
GTS Securities
New York
$1.74M +$1.76M +65,199 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.14M +$1.15M +42,651 New
EFS
6
Essex Financial Services
Connecticut
$1.09M +$1.1M +40,946 New
WFA
7
WMG Financial Advisors
Tennessee
$628K +$635K +23,575 New
CWG
8
Crown Wealth Group
North Carolina
$465K +$470K +17,450 New
P
9
&Partners
Tennessee
$395K +$399K +14,827 New
BCA
10
Bay Colony Advisors
Massachusetts
$297K +$300K +11,150 New
SGC
11
Slocum, Gordon & Co
Rhode Island
$254K +$257K +9,536 New
OIA
12
OneDigital Investment Advisors
Kansas
$248K +$251K +9,313 New
GCM
13
Gunpowder Capital Management
Maryland
$177K +$179K +6,654 New
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$53.2K +$53.9K +2,000 New
GPFA
15
Game Plan Financial Advisors
Ohio
$45.3K +$18.9K +700 +70%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$13.3K +$13.5K +500 New
RIA
17
Realta Investment Advisors
Delaware
$13.3K +$13.5K +500 New
HWP
18
Highline Wealth Partners
California
$4.79K +$4.85K +180 New
Jane Street
19
Jane Street
New York
– -$490K -19,390 Closed

HEFT Hedge Fund Activity: Q1 2026 in Review

18 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Hedgeye Fourth Turning ETF (HEFT) for Q1 2026, worth a combined $35.3M — up 6,745% from $515K a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new HEFT positions and 1 closed out — a net gain of 16 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Fourpath Capital Management, opening a new position worth an estimated $14.9M. The largest seller was Jane Street, exiting entirely with an estimated $490K sold.

  • 18 institutional investors held Hedgeye Fourth Turning ETF (HEFT) as of Q1 2026, up from 2 in Q4 2025.
  • Funds reported $35.3M of Hedgeye Fourth Turning ETF stock for Q1 2026, up 6,745% quarter-over-quarter.
  • 17 funds opened new Hedgeye Fourth Turning ETF positions in Q1 2026 and 1 closed out, a net change of +16 holders.
  • The largest Hedgeye Fourth Turning ETF buyer in Q1 2026 was Fourpath Capital Management, an estimated $14.9M added.
  • The largest Hedgeye Fourth Turning ETF seller in Q1 2026 was Jane Street, an estimated $490K sold.

Based on aggregated 13F filings for Q1 2026.