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HGRO

HGRO 13F Holders & Ownership Data (18 Funds)

Hedgeye Quality Growth ETF

+$4.0M

Net Activity

Institutions Holding

18

Popularity Rank

#8457

Avg Weight

0.09%

Total Value

$12.1M

Ownership Trend

18 institutions currently hold HGRO, with 15 net buyers and 5 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

5

Net Buying Institutions

15

Key Holders

Key Holders

Top 5 by Value

HA
HighTower Advisors, LLC
$2.3M
PA
Private Advisor Group, LLC
$2.2M
IA
Insight Advisors, LLC/ PA
$1.1M
GS
Gts Securities LLC
$1.0M
HP
Haven Private, LLC
$900.5K

Top 5 by Conviction

CW
Copia Wealth Management
0.54%
HP
Haven Private, LLC
0.39%
IA
Insight Advisors, LLC/ PA
0.20%
GP
Game Plan Financial Advisors, LLC
0.20%
FS
Ferguson Shapiro LLC
0.11%
View all 18 holding institutions

Across its top 18 institutional holders, HGRO's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 7/100, avg. turnover score 31/100).

Quarterly Activity

Recent Activity

+$11.4M

Total Buy Value

$1.5M

Total Sell Value

New buy5
Trim2
Add10
Sold out3

15

Net Buyers

5

Net Sellers

Smart Money Convergence

HGRO does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-03-31 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

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

CUSIP

26923Q739

FAQ

Who are the top institutional investors holding HEDGEYE QUALITY GROWTH ETF (HGRO)?
Major stakeholders currently include HighTower Advisors, LLC ($2.3M), Private Advisor Group, LLC ($2.2M), Insight Advisors, LLC/ PA ($1.1M). Based on the latest 13F filings, there are a total of 18 tracked investment funds and institutions maintaining positions in HGRO.
What is the overall institutional sentiment toward HGRO recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $4.0M, driven by 15 managers accumulating shares while 5 reduced their exposure.
Which institutions have been selling or reducing their HGRO positions?
In the latest period, 2 funds trimmed their holdings, and 3 managers completely exited their positions. The aggregate reported sell value was $1.5M.
Are there any notable investors adding HGRO to their portfolios?
Yes, buying activity remains notable. 5 institutions opened new positions in {ticker}, and 10 existing holders added to their shares. The total reported buy value for the quarter amounted to $11.4M.

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