(HECA) Hedgeye Capital Allocation - NYSE
ETF Category: Global Moderate Allocation | Exchange: NYSE (USA) | Market Cap: 324m USD | Total Return: 11.1% in 12m
Avg Turnover: 3.49M
Warnings
No concerns identified
Tailwinds
No distinct edge detected
Seasonality
Hedgeye Capital Allocation ETF (HECA) is an actively managed, non-diversified ETF that pursues returns over rolling 12-month periods by dynamically allocating across equities, bonds and other debt instruments, commodities, and currencies. The funds stated risk framework aims to limit peak-to-trough drawdowns in NAV to no more than 15%.
As a multi-asset allocation product, HECA fits within the Global Moderate Allocation category, employing a tactical rather than passive approach to portfolio construction. Launched in mid-2025 with a small-cap market capitalization of $324M USD, it offers investors exposure to a broad opportunity set through a single exchange-traded vehicle, distinguishing it from sector- or region-specific ETFs that typically focus on a narrower asset universe.
- Tactical allocation shifts across asset classes on macro signals
- AUM growth and net inflows drive management fee revenue
- Competition from larger tactical allocation ETFs pressures asset gathering
As of June 29, 2026, the stock is trading at USD 27.34 with a total of 38,720 shares traded. Over the past week, the price has changed by +1.75%, over one month by -1.55%, over three months by -5.40% and over the past year by +11.05%.
Current recommended Stop Loss: 26.80 (which is 2% or 1.8 ATR below the current price).
Hedgeye Capital Allocation has no consensus analysts rating.