HELSHedgeye 130/30 Equity ETF

Get incomeNewRanked #703 of 1,622 in this goal

The investment objective of the Hedgeye 130/30 Equity ETF is to seek current income.

By Hedgeye Asset Management, LLC · Launched 2025

Annual Cost

0.01%

#95 of 5,562 · low cost

Fund Size

$24M

#4,226 of 5,562 · small

Dividend YieldGoal

—

Track Record

6 months

#5,075 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$9,715-2.8%

Total-return NAV, USD. Net of fund fees, before tax.

How Beacon categorizes this fund

Asset class

Region

Strategy

Long short

Index tracked

Syntax Robotics Index

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-13.6%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Objective: The investment objective of the Hedgeye 130/30 Equity ETF is to seek current income.
Strategy: The principal investment strategy of the Hedgeye 130/30 Equity ETF involves actively managing a portfolio that seeks to provide exposure to the share price performance of companies in the Syntax Robotics Index while generating income through a structured options overlay strategy, including the use of equity positions, call options, and synthetic positions.
Inception date: December 10, 2025
Fund family: Hedgeye Asset Management, LLC