HELS – Hedgeye 130/30 Equity ETF – ETF Investment Strategy

Strategy

The investment seeks long-term capital appreciation. The fund seeks to meet its objective by actively managing a 130/30 long-short equity strategy, investing up to approximately 130% of its net assets in long positions and up to approximately 30% of its net assets in short positions, resulting in net market exposure to U.S.equity markets that averages approximately 100%. It is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
HELS	Hedgeye 130/30 Equity ETF	ETF	Open	—	—	Dec 10, 2025	$15.91M	0.700%	—	—	—

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Hedgeye 130/30 Equity ETF HELS Strategy

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