Who Owns Hedgeye 130/30 Equity ETF (HELS)?Hedge Fund & Institutional Holders

$23.65-0.08 (-0.34%)Financial ServicesNYSE_ARCA

Institutional Holders

7

as of Q4 2025

Total Institutional Value

$26000400010.0T

% of Float Held

—

QoQ Change in Holders

+7 / -0

Price History

$23.73$24.34$24.95$25.57$26.18Dec 25Jan 26Mar 26

HELS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Farther Finance Advisors, LLCNew Position+1K+$26.0M
Game Plan Financial Advisors, LLCNew Position+200+$4.0M
JANE STREET GROUP, LLCNew Position+54K+$1.0M
Copia Wealth ManagementNew Position+50+$1.0M
ROYAL BANK OF CANADANew Position+800+$0
Private Advisor Group, LLCNew Position+28K+$0
OSAIC HOLDINGS, INC.New Position+2K+$0

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Farther Finance Advisors, LLC1,083$26.0M0.28%Share
2Game Plan Financial Advisors, LLC200$4.0M0.00%Share
3Copia Wealth Management50$1.0M0.00%Share
4JANE STREET GROUP, LLC53,759$1.0M0.00%Share
5OSAIC HOLDINGS, INC.1,500$00.00%Share
6Private Advisor Group, LLC28,262$00.00%Share
7ROYAL BANK OF CANADA800$00.00%Share

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As of Q4 2025, 7 institutional investors hold HELS (Hedgeye 130/30 Equity ETF). The largest holder is Farther Finance Advisors, LLC with $26.0M in shares. This quarter, 7 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own HELS?

As of Q4 2025, 7 institutional investors report holding HELS (Hedgeye 130/30 Equity ETF) in their 13F filings.

Who is the largest institutional holder of HELS?

The largest institutional holder of HELS is Farther Finance Advisors, LLC with $26.0M in shares.

Is institutional ownership of HELS increasing or decreasing?

This quarter, 7 institutions opened new positions in HELS and 0 closed their positions.