HEDGEYE FOURTH TURNING ETF (HEFT) Institutional Ownership Changes & 13F Activity
HEDGEYE FOURTH TURNING ETF (HEFT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Fourpath Capital Management, Llc, Hightower Advisors, Llc, Truist Financial Corp, Susquehanna International Group, Llp, and Citadel Advisors Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -15,841 | -37.1% | 26,810 | $711.00K | Q2 2026 | Sep 23, 2026 |
| Citadel Advisors Llc | Buy | +23,546 | — | 23,546 | $624.44K | Q2 2026 | Sep 02, 2026 |
| Susquehanna International Group, Llp | Buy | +28,816 | — | 28,816 | $764.20K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +2,391 | — | 2,391 | $64.00K | Q2 2026 | Aug 14, 2026 |
| Gts Securities Llc | Sell | -971 | -1.5% | 64,228 | $1.70M | Q2 2026 | Aug 14, 2026 |
| &Partners | Sell | -738 | -5.0% | 14,089 | $373.64K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +92 | — | 92 | $2.44K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Buy | +1,170 | — | 1,170 | $31.03K | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital Llc (Trc) | Buy | +99 | — | 99 | $2.63K | Q2 2026 | Aug 11, 2026 |
| Essex Financial Services, Inc. | Sell | -4,032 | -9.8% | 36,914 | $978.96K | Q2 2026 | Aug 10, 2026 |
| Mml Investors Services, Llc | Buy | +9,818 | — | 9,818 | $260.37K | Q2 2026 | Aug 07, 2026 |
| Game Plan Financial Advisors, Llc | Buy | +1,000 | +58.8% | 2,700 | $71.60K | Q2 2026 | Aug 07, 2026 |
| Onedigital Investment Advisors Llc | Buy | +782 | +8.4% | 10,095 | $267.72K | Q2 2026 | Aug 07, 2026 |
| Truist Financial Corp | Sell | -222,914 | -75.0% | 74,203 | $1.97M | Q2 2026 | Jul 28, 2026 |
| Benjamin Edwards Inc | Buy | +14,610 | — | 14,610 | $387.45K | Q2 2026 | Jul 24, 2026 |
| Wmg Financial Advisors, Llc | Buy | +4,000 | +17.0% | 27,575 | $731.29K | Q2 2026 | Jul 23, 2026 |
| Slocum, Gordon & Co Llp | Sell | -520 | -5.5% | 9,016 | $239.10K | Q2 2026 | Jul 23, 2026 |
| Fourpath Capital Management, Llc | Buy | +602,698 | +108.7% | 1,157,091 | $30.69M | Q2 2026 | Jul 22, 2026 |
| Crown Wealth Group, Llc | Sell | -3,570 | -20.5% | 13,880 | $368.10K | Q2 2026 | Jul 21, 2026 |
| Realta Investment Advisors | Buy | +165 | +33.0% | 665 | $17.64K | Q2 2026 | Jul 20, 2026 |
| Cwm, Llc | Sell | -500 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Hightower Advisors, Llc | Sell | -226,401 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | Sell | -11,150 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
Frequently asked questions about HEFT activity
Which institutional owners are buying HEFT?
Institutional owners buying HEFT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in HEFT activity?
"Buy" means an investor increased their reported position in HEFT compared to the prior reporting period. This reflects growing exposure to HEDGEYE FOURTH TURNING ETF (HEFT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in HEFT increasing?
Institutional interest in HEFT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.