HELS 股價展望與 ETF 分析 - 配息·管理費·持股·NAV·RSI·MACD

HELS

Hedgeye 130/30 Equity ETF

收盤價 10月20日 4:00 PM ET（韓國 10/21 05:00）

$23.69

+0.00 +0.00%

對稱三角形阻力線 24.33 支撐線 23.44 維持由 AI 繪製的參考線，可能有誤，僅供參考，並非預測。

詳細指標表

Category ⓘ	US Equities - Quant Strat	Expense ⓘ	0.7%	Return% 1Y ⓘ	-	Total Holdings ⓘ	88	Perf Week ⓘ	0.3%	Volume ⓘ	0
Asset Type ⓘ	Equities (Stocks)	AUM ⓘ	$16M	Return% 3Y ⓘ	-	NAV ⓘ	$23.75	Perf Month ⓘ	-0.21%	Avg Volume ⓘ	0.01M
ETF Type ⓘ	US Equities	Dividend TTM ⓘ	$0.01 (0.02%)	Return% 5Y ⓘ	-	52W High ⓘ	-10.3%	Perf Quarter ⓘ	-2.55%	Rel Volume ⓘ	0
Active/Passive ⓘ	Active	Div Gr. 3/5Y ⓘ	-	Return% 10Y ⓘ	-	52W Low ⓘ	5.76%	Perf Half Y ⓘ	2.67%	Prev Close ⓘ	$23.69
IPO ⓘ	2025/12/11	Flows% 1M ⓘ	-12.98%	Return% SI ⓘ	-7.12%	RSI (14) ⓘ	44.55	Perf YTD ⓘ	-3.42%	Price ⓘ	$23.69
Beta ⓘ	-	Flows% 3M ⓘ	-28.15%	Flows% YTD ⓘ	17.25%	Flows% 1Y ⓘ	-	Perf Year ⓘ	-	Volatility(W/M) ⓘ	1.09% 0.77%
SMA20 ⓘ	-0.89%	SMA50 ⓘ	-1.1%	SMA200 ⓘ	-2.64%	ATR ⓘ	0.24

ETF 簡介

Hedgeye 130/30 Equity ETFHELS | NYSE | 主動管理型查看深度分析

Hedgeye 130/30 Equity ETF employs a 130/30 active extension strategy, utilizing fundamental research and technical signals to short stocks with deteriorating fundamentals and reinvest proceeds into high-conviction long ideas. Led by veteran portfolio manager R. Patrick Kent, the fund maintains approximately 100% net market exposure across 35-55 long and 15-30 short U.S. equity positions spanning all market capitalizations. The portfolio is dynamically adjusted based on the proprietary Hedgeye GIP model, aiming to provide more efficient risk-adjusted returns than traditional long-only benchmarks by capturing alpha from both positive and negative convictions.

HELS ETF 一覽

0.7% 越低越好

$16M 管理資產

88檔

0.02%

掛牌日 2025年

管理方式主動管理

發行公司 Hedgeye

主要持有標的持有 88 檔

前 10 大持股占 基金的 33%