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HELS
Hedgeye 130/30 Equity ETF
HELS
HELS
23.65
USD
-0.26
1.09%
At close
Updated
Sep 8, 4:00 PM EDT
Pre-market
After hours
1 day
-1.09%
5 days
-1.79%
1 month
-3.59%
3 months
-2.35%
6 months
-1.38%
Year to date
-5.1%
1 year
-6.34%
5 years
-6.34%
10 years
-6.34%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
1
Bank of America
Charlotte,
North Carolina
| $1.5M | – | – | – |
|
| 2 |
GS
2
GTS Securities
Miami,
Florida
| $637K | -$1.45M | -60,713 | -70% |
|
| 3 |
3
HighTower Advisors
Chicago,
Illinois
| $396K | -$14.4K | -600 | -4% |
|
| 4 |
FFA
4
Farther Finance Advisors
San Francisco,
California
| $210K | -$125K | -5,207 | -38% |
|
| 5 |
5
Bank of Montreal
Toronto,
Ontario, Canada
| $58.3K | – | – | – |
|
| 6 |
6
Osaic Holdings
Scottsdale,
Arizona
| $37.6K | – | – | – |
|
| 7 |
7
UBS Group
Zurich,
Switzerland
| $5.24K | +$1.77K | +74 | +55% |
|
| 8 |
GPFA
8
Game Plan Financial Advisors
Westlake,
Ohio
| $5.01K | – | – | – |
|
| 9 |
CWM
9
Copia Wealth Management
Bend,
Oregon
| $1.25K | – | – | – |
|
| 10 |
10
Citadel Advisors
Miami,
Florida
| – | -$359K | -15,185 | Closed |
|
| 11 |
11
Jane Street
New York
| – | -$290K | -12,268 | Closed |
|