Hedgeye 130/30 Equity ETF
HELS
New York Stock Exchange Arca24.67
USD
+0.35
- -
CIK
0001771146
ISIN
US26923Q4249
CUSIP
26923Q424
Return %
Stock
S&P500
1Y
-2.30
26.53
3Y
-2.30
76.60
5Y
-2.30
80.11
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- CEO
- R. Patrick Kent
- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 88 Danbury Road Wilton CT United States of America 06897
- IPO Date
- Dec 11, 2025
- CIK
- 0001771146
- Website
- hedgeyeam.com
- Similar Companies
- Business
- ETF Opportunities Trust - Hedgeye 130/30 Equity ETF (HELS) is an actively managed exchange-traded fund that seeks long-term capital appreciation through a 130/30 active extension strategy, employing a gross long position of 130% and a 30% short position in U.S. listed equity securities across large-, mid-, and small-cap companies while maintaining approximately 100% net market exposure. The fund invests primarily in common stocks identified via fundamental research, technical signals, proprietary quantitative models, and macroeconomic insights from Hedgeye Risk Management's Growth, Inflation, and Policy (GIP) model; it typically holds 35-55 long positions in quality growth stories, cyclical recoveries, and operational improvers, alongside 15-30 short positions in stocks with deteriorating fundamentals. Proceeds from short sales are reinvested into high-conviction long ideas to enhance risk/return efficiency relative to traditional long-only equity products. HELS operates within the equity investment segment, targeting investors seeking alpha generation in diverse U.S. market conditions through a flexible, research-intensive portfolio that includes sectors such as technology (e.g., Apple swaps, Google swaps), financials (e.g., JPMorgan, Wells Fargo), industrials (e.g., GE Vernova, Huntington Ingalls), and consumer discretionary (e.g., Roku, Marriott). Geographic operations focus exclusively on U.S.-listed equities. The ETF is a series of ETF Opportunities Trust, a Delaware statutory trust, with investment advisory services provided by Hedgeye Asset Management, LLC (a subsidiary of Hedgeye Risk Management, LLC, founded in 2008 and headquartered in Stamford, Connecticut), and sub-advised by Tidal Investments, LLC. In December 2025, Hedgeye Asset Management launched HELS under the management of portfolio manager R. Patrick Kent, who brings over 25 years of experience from firms including Wellington Management, BNY Mellon, and CR Intrinsic; this debut marked the introduction of Hedgeye's macro Signals framework and structured 130/30 approach to retail investors via ETF structure. The fund amended its Statement of Additional Information on December 3, 2025, alongside the related Hedgeye Fourth Turning ETF (HEFT). As of December 2025, HELS lists on NYSE Arca with assets under management of approximately $8.6 million.
Hedgeye Asset Management Launches the Hedgeye 130/30 Equity ETF (HELS) Managed by R. Patrick Kent