- What are the top holdings of HECA?
- Hedgeye Capital Allocation ETF holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does HECA have?
- HECA holds — positions as reported by the fund's most recent disclosure.
- What sectors does HECA invest in?
- Hedgeye Capital Allocation ETF (HECA) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is HECA most exposed to?
- HECA's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is HECA a US-only fund?
- The country allocation card on this page shows HECA's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does HECA invest in?
- HECA is a multi-asset strategy designed to maximize returns over rolling 12-month periods while limiting drawdowns to no more than 15%. Investments include asset classes such as equities, fixed income, commodities, and currencies. The strategy centers on a proprietary Quad model, a regime-based, quantitative framework that analyzes the rate-of-change in economic growth, inflation, and monetary policy trends. Portfolio allocation is based on these macro signals, identifying asset classes based on the respective market environment. Additionally, it enhances this framework with internal and external research to identify emerging themes and investment opportunities. The fund primarily invests through US-listed ETFs but may also hold individual equity and debt securities. The fund also uses an options overlay to hedge downside risk, adjust exposures, or enhance returns. Note that the portfolio is not subject to any predetermined allocation limits across specific regions.
