Zacks Earnings Consistent Portfolio ETFZECP
ZECP
0
Funds holding %
of 7,372 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
332% more capital invested
Capital invested by funds: $131M [Q3] → $564M (+$434M) [Q4]
250% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 6
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
9% more funds holding
Funds holding: 34 [Q3] → 37 (+3) [Q4]
7.51% less ownership
Funds ownership: 74.14% [Q3] → 66.63% (-7.51%) [Q4]
50% less funds holding in top 10
Funds holding in top 10: 4 [Q3] → 2 (-2) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for ZECP.
Financial journalist opinion
Positive
Seeking Alpha
2 months ago
ZECP: Expensive And Lacking Firepower
ZECP selects 50–120 stocks with a long history of posting consistent earnings results. The strategy might appeal to defensive investors looking for positive performance even in down markets. Unfortunately, the Fund's earnings consistency mandate also means fast-growing companies are excluded. While acceptable to risk-averse investors, its valuation ratios are barely better than S&P 500 Index ETFs like SPY. Zacks Earnings Consistent Portfolio ETF's fundamental problems come against the backdrop of an excessive 0.55% expense ratio, which is net of a 0.34% waiver that can be terminated with 60 days notice.
Neutral
Business Wire
6 months ago
Zacks Earnings Consistent Portfolio (ZECP) ETF Celebrates 3-Year Anniversary
CHICAGO--(BUSINESS WIRE)--Zacks Investment Management, a wholly-owned subsidiary of Zacks Investment Research with $15.1 billion in assets under management, celebrates the three-year anniversary of its flagship ETF, the Zacks Earnings Consistent Portfolio ETF (Cboe: ZECP). For the past three years, Zacks has leveraged its pioneering research-driven investment methodology to create innovative, actively-managed ETFs. ZECP is built on Zack's established methodology rooted in earnings estimate revi.
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