Hedgeye 130/30 Equity ETF
HELS
11 hedge funds and large institutions have $4.91M invested in Hedgeye 130/30 Equity ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
133% more capital invested
Capital invested by funds: $2.1M → $4.91M (+$2.8M)
57% more funds holding
Funds holding: 7 → 11 (+4)
1.76% more ownership
Funds ownership: 16.47% → 18.23% (+1.8%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
+$2.16M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.5M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$410K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$380K |
| 5 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$313K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.04M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$693K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$20K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GS
1
GTS Securities
New York
| $2.03M | +$2.16M | +86,135 | New |
|
|
2
Bank of America
Charlotte,
North Carolina
| $1.42M | +$1.5M | +60,000 | New |
|
|
3
HighTower Advisors
Chicago,
Illinois
| $387K | +$410K | +16,400 | New |
|
|
4
Citadel Advisors
Miami,
Florida
| $359K | +$380K | +15,185 | New |
|
|
FFA
5
Farther Finance Advisors
San Francisco,
California
| $320K | +$313K | +12,517 | +1,156% |
|
|
6
Jane Street
New York
| $290K | -$1.04M | -41,491 | -77% |
|
7
Bank of Montreal
Toronto,
Ontario, Canada
| $54.9K | +$58.2K | +2,324 | New |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $35.4K | – | – | – |
|
|
GPFA
9
Game Plan Financial Advisors
Westlake,
Ohio
| $4.72K | – | – | – |
|
10
UBS Group
Zurich,
Switzerland
| $3.19K | +$3.38K | +135 | New |
|
|
CWM
11
Copia Wealth Management
Bend,
Oregon
| $1.18K | – | – | – |
|
|
PAG
12
Private Advisor Group
Morristown,
New Jersey
| – | -$693K | -28,262 | Closed |
|
|
13
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$20K | -800 | Closed |
|
HELS Hedge Fund Activity: Q1 2026 in Review
11 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Hedgeye 130/30 Equity ETF (HELS) for Q1 2026, worth a combined $4.91M — up 133% from $2.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new HELS positions and 2 closed out — a net gain of 4 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was GTS Securities, opening a new position worth an estimated $2.16M. The largest seller was Jane Street, cutting an estimated $1.04M.
- 11 institutional investors held Hedgeye 130/30 Equity ETF (HELS) as of Q1 2026, up from 7 in Q4 2025.
- Funds reported $4.91M of Hedgeye 130/30 Equity ETF stock for Q1 2026, up 133% quarter-over-quarter.
- 6 funds opened new Hedgeye 130/30 Equity ETF positions in Q1 2026 and 2 closed out, a net change of +4 holders.
- The largest Hedgeye 130/30 Equity ETF buyer in Q1 2026 was GTS Securities, an estimated $2.16M added.
- The largest Hedgeye 130/30 Equity ETF seller in Q1 2026 was Jane Street, an estimated $1.04M sold.
Based on aggregated 13F filings for Q1 2026.