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Hedgeye 130/30 Equity ETF (HELS) Price & Chart

HELS ETF Chart & Stats

$23.69
At close: 4:00 PM EDT
$23.5$24$24.527 Jul10 Aug24 Aug8 Sep21 Sep5 Oct19 Oct
Day’s Range
$23.60 - $23.73
52-Week Range
$22.40 - $26.41
Previous Close
$23.62
Volume
9,171
Average Volume (3M)
10.60K
AUM
15.83M
NAV
23.75
Expense Ratio
0.70%
Holdings Count
46
Beta
0.16
Inception Date
Dec 10, 2025
Last Dividend Ex-Date
N/A
Dividend Yield
N/A
Shares Outstanding
670,000
Standard Deviation
N/A

ETF Overview

Hedgeye 130/30 Equity ETF

The Hedgeye 130/30 Equity ETF (ticker: HELS) is an actively managed fund that employs a distinctive 130/30 long-short strategy within the US all-cap equity landscape. This approach positions HELS uniquely within the Size and Style category, with a focus on capturing the total market. The fund is tailored for investors seeking to achieve long-term capital appreciation by outperforming traditional broad-based equity benchmarks. The 130/30 strategy involves taking a 130% long position in equities the fund managers believe will perform well, while simultaneously shorting 30% of equities expected to underperform. This dynamic investment strategy enables HELS to capitalize on market opportunities across various market capitalizations and styles, offering a comprehensive exposure that includes both growth potential and risk management. As a broad-based niche ETF, HELS provides an innovative solution for investors aiming to enhance their portfolio through a sophisticated approach to equity investing.

HELS ETF FAQ

What was HELS’s price range in the past 12 months?
HELS’s lowest price in the past 12 months was $22.40 and its highest was $26.41.
What is the AUM of HELS?
As of Oct 20, 2026, the AUM of HELS is $15.83M.
Is HELS overvalued?
Based on Wall Street analyst price targets for HELS’s holdings, HELS’s price is currently undervalued.
How many shares outstanding does HELS have?
HELS has 670,000 shares outstanding.