HECA

Hedgeye Capital Allocat ETF

+$143.2M

Net Activity

Institutions Holding

55

Popularity Rank

#5756

Avg Weight

0.48%

Total Value

$190.1M

Ownership Trend

55 institutions currently hold HECA, with 50 net buyers and 4 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

4

Net Buying Institutions

50

Key Holders

Key Holders

Top 5 by Value

CI
Cambridge Investment Research Advisors, Inc.
$42.7M
WA
WNY Asset Management, LLC
$20.5M
TF
Truist Financial CORP
$18.5M
HA
HighTower Advisors, LLC
$15.3M
WF
WMG Financial Advisors, LLC
$11.3M

Top 5 by Conviction

RF
Reyes Financial Architecture, Inc.
5.77%
WF
WMG Financial Advisors, LLC
4.72%
SA
Spectrum Asset Management, Inc. (NB/CA)
3.18%
M&
Mowery & Schoenfeld Wealth Management, LLC
3.00%
WA
WNY Asset Management, LLC
2.12%
View all 55 holding institutions

Quarterly Activity

Recent Activity

+$188.3M

Total Buy Value

$2.6M

Total Sell Value

New buy32
Trim3
Add18
Sold out1

50

Net Buyers

4

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding HEDGEYE CAPITAL ALLOCAT ETF (HECA)?
Major stakeholders currently include Cambridge Investment Research Advisors, Inc. ($42.7M), WNY Asset Management, LLC ($20.5M), Truist Financial CORP ($18.5M). Based on the latest 13F filings, there are a total of 55 tracked investment funds and institutions maintaining positions in HECA.
What is the overall institutional sentiment toward HECA recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $143.2M, driven by 50 managers accumulating shares while 4 reduced their exposure.
Which institutions have been selling or reducing their HECA positions?
In the latest period, 3 funds trimmed their holdings, and 1 managers completely exited their positions. The aggregate reported sell value was $2.6M.
Are there any notable investors adding HECA to their portfolios?
Yes, buying activity remains notable. 32 institutions opened new positions in {ticker}, and 18 existing holders added to their shares. The total reported buy value for the quarter amounted to $188.3M.

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