- What are the top holdings of HECA?
- A machine-readable holdings disclosure for Hedgeye Capital Allocation ETF (HECA) is not available from our data sources — fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.
- 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?
- The Hedgeye Capital Allocation ETF (HECA) employs a dynamic, multi-asset investment strategy. Its primary objective is to maximize capital appreciation over rolling 12-month periods while strictly limiting potential drawdowns to a maximum of 15%. The fund diversifies its holdings across various asset classes, including equities, fixed income instruments, commodities, and currencies. At the heart of HECA's approach is its proprietary "Quad" model. This regime-based, quantitative framework systematically analyzes the directional shifts in key macroeconomic indicators: economic growth, inflation, and monetary policy trends. Portfolio construction and asset allocation are directly informed by these macro signals, strategically aligning investments with prevailing market environments. To further refine its strategy, the fund supplements this framework with both internal analysis and external research to pinpoint nascent themes and emergent investment opportunities. While primarily gaining exposure through US-listed Exchange Traded Funds (ETFs), HECA also retains the flexibility to invest in individual equity and debt securities. An options overlay is an integral component of the strategy, utilized for hedging against downside risk, fine-tuning exposure levels, or enhancing potential returns. Importantly, the portfolio maintains full flexibility, without predetermined geographical allocation limits.
