Hedgeye 130/30 Equity ETF
HELS
7 hedge funds and large institutions have $2.1M invested in Hedgeye 130/30 Equity ETF in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
16.47% more ownership
Funds ownership: 0% → 16.47% (+16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.34M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$702K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$37.3K |
| 4 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$26.9K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$19.9K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $1.32M | +$1.34M | +53,759 | New |
|
|
PAG
2
Private Advisor Group
Morristown,
New Jersey
| $693K | +$702K | +28,262 | New |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $36.8K | +$37.3K | +1,500 | New |
|
|
FFA
4
Farther Finance Advisors
San Francisco,
California
| $26.6K | +$26.9K | +1,083 | New |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $20K | +$19.9K | +800 | New |
|
|
GPFA
6
Game Plan Financial Advisors
Westlake,
Ohio
| $4.91K | +$4.97K | +200 | New |
|
|
CWM
7
Copia Wealth Management
Bend,
Oregon
| $1.23K | +$1.24K | +50 | New |
|
HELS Hedge Fund Activity: Q4 2025 in Review
7 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Hedgeye 130/30 Equity ETF (HELS) for Q4 2025, worth a combined $2.1M.
Buyers outnumbered sellers: 7 funds opened new HELS positions and 0 closed out — a net gain of 7 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $1.34M.
- 7 institutional investors held Hedgeye 130/30 Equity ETF (HELS) as of Q4 2025, up from 0 in Q3 2025.
- Funds reported $2.1M of Hedgeye 130/30 Equity ETF stock for Q4 2025.
- 7 funds opened new Hedgeye 130/30 Equity ETF positions in Q4 2025 and 0 closed out, a net change of +7 holders.
- The largest Hedgeye 130/30 Equity ETF buyer in Q4 2025 was Jane Street, an estimated $1.34M added.
Based on aggregated 13F filings for Q4 2025.