Hedgeye 130/30 Equity ETF (HELS) Price & Chart
HELS ETF Chart & Stats
- 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.
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HELS ETF Smart Score
Top 10 Holdings
| Name | Weight % |
|---|---|
| FGXXXFGXXX | 15.47% |
| AAPLApple Inc | 4.17% |
| GOOGLAlphabet Inc. Class A | 4.01% |
| MSFTMicrosoft | 3.81% |
| AMZNAmazon.Com, Inc. | 3.66% |
| XOMExxon Mobil Corp. | 3.27% |
| PMPhilip Morris International | 3.17% |
| LLYEli Lilly And Company | 3.16% |
| METAMeta Platforms, Inc. | 2.91% |
| NVDANvidia Corporation | 2.47% |
| Total | 46.11% |