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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.

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New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding: →

more ownership

Funds ownership: →

Holders
18
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$14.9M
2
+$8M
3
+$6.1M
4
GS
GTS Securities
New York
+$1.76M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.15M

Top Sellers

1
-$490K
Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
1
Fourpath Capital Management
Oklahoma
$14.8M
Truist Financial
2
Truist Financial
North Carolina
$7.94M
HighTower Advisors
3
HighTower Advisors
Illinois
$6.03M
GS
4
GTS Securities
New York
$1.74M
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.14M
EFS
6
Essex Financial Services
Connecticut
$1.09M
WFA
7
WMG Financial Advisors
Tennessee
$628K
CWG
8
Crown Wealth Group
North Carolina
$465K
P
9
&Partners
Tennessee
$395K
BCA
10
Bay Colony Advisors
Massachusetts
$297K
SGC
11
Slocum, Gordon & Co
Rhode Island
$254K
OIA
12
OneDigital Investment Advisors
Kansas
$248K
GCM
13
Gunpowder Capital Management
Maryland
$177K
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$53.2K
GPFA
15
Game Plan Financial Advisors
Ohio
$45.3K
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$13.3K
RIA
17
Realta Investment Advisors
Delaware
$13.3K
HWP
18
Highline Wealth Partners
California
$4.79K
Jane Street
19
Jane Street
New York
–