Skip to content

HGROHedgeye Quality Growth ETF

Grow my money1y track recordRanked #1,670 of 3,055 in this goal

Seeks long-term capital appreciation.

By Hedgeye Asset Management, LLC · Launched 2025

Annual Cost

0.70%

#3,803 of 6,040 · average

Fund Size

$127M

#2,865 of 6,040 · mid-size

Return (1Y)

+9.9%

Track Record

1 year

#4,368 of 6,040 · young

Performance

Total-return NAV · USD
Growth of $10,000
$11,010+10.1%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Strategy

Index enhanced

Factor

Multifactor

Holdings

By weight

Concentration

Top 10 holdings = 48.6% of fundmoderately concentrated

NVIDIA Corp
8.5%
Alphabet Inc
8.3%
Apple Inc
8.0%
Amazon.com Inc
5.7%
First American Government Obli
4.5%
Broadcom Inc
4.0%
Analog Devices Inc
2.9%
JPMorgan Chase & Co
2.5%
GE Vernova Inc
2.2%
Goldman Sachs Group Inc/The
2.1%

Asset allocation

Stocks
95.6%
Cash
3.5%
Other
0.9%

By sector

Technology
39.0%
Healthcare
14.7%
Financial Services
12.9%
Consumer Cyclical
11.6%
Consumer Defensive
6.1%
Industrials
5.3%
Basic Materials
4.2%
Communication
3.8%
Other
2.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
14.1%Moderate

Year-on-year price swings

Max drawdown
-7.6%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks long-term capital appreciation.
Strategy
Actively manages and invests at least 80% of net assets in U.S.-listed equity securities, primarily in large and medium-sized blue-chip companies and REITs. Focuses on durable growth companies with strong fundamentals and competitive advantages, utilizing a quantitatively oriented framework to identify macroeconomic themes.
Inception date
June 10, 2025
Fund family
Hedgeye Asset Management, LLC

Next steps

Save HGRO to compare it with other funds, or start building a portfolio.

Data updated on 2026-09-18