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Zacks Earnings Consistent Portfolio ETF

71 hedge funds and large institutions have $240M invested in Zacks Earnings Consistent Portfolio ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

4% more funds holding

Funds holding: 6871 (+3)

1.25% more ownership

Funds ownership: 80.06%81.31% (+1.2%)

4% more capital invested

Capital invested by funds: $230M → $240M (+$10.2M)

0% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 27

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
71
Holders Change
+3
Holders Change %
+4.41%
% of All Funds
0.87%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
11
Increased
27
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
26
Faithward Advisors
Pennsylvania
$1.82M +$314K +8,947 +20%
SI
27
Stirlingshire Investments
New York
$1.67M +$39.8K +1,134 +2%
SW
28
Simplicity Wealth
New Jersey
$1.65M -$24.4K -695 -1%
UW
29
Unique Wealth
Florida
$1.36M +$91K +2,592 +7%
IWP
30
Integrity Wealth Partners
California
$1.35M +$1.4M +39,798 New
PAG
31
Private Advisor Group
New Jersey
$1.35M -$820K -23,364 -37%
Two Sigma Investments
32
Two Sigma Investments
New York
$1.23M +$1.28M +36,500 New
CFG
33
Carter Financial Group
Illinois
$1.23M -$42.3K -1,205 -3%
GS
34
GTS Securities
New York
$954K -$254K -7,232 -20%
RF
35
Rossby Financial
Florida
$923K -$10.5K -299 -1%
LPL Financial
36
LPL Financial
California
$880K +$160K +4,553 +21%
IFG
37
Independent Financial Group
California
$844K +$111K +3,160 +14%
SF
38
Summit Financial
New Jersey
$786K -$50.7K -1,444 -6%
VT
39
Vise Technologies
New York
$777K
APW
40
Axim Planning & Wealth
Ohio
$766K +$36.6K +1,043 +5%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$606K +$151K +4,311 +32%
IWM
42
IHT Wealth Management
Illinois
$598K +$93.7K +2,668 +18%
EAM
43
Empirical Asset Management
Massachusetts
$558K +$19.5K +555 +3%
VFG
44
Victory Financial Group
Texas
$498K -$275K -7,828 -35%
IWN
45
Independent Wealth Network
Iowa
$482K
SL
46
Sentinus LLC
Illinois
$478K +$496K +14,126 New
EFG
47
Ethos Financial Group
Pennsylvania
$459K
OBWG
48
Onyx Bridge Wealth Group
New York
$452K
LA
49
Latitude Advisors
Florida
$450K +$50.5K +1,439 +12%
RWM
50
Revisor Wealth Management
Ohio
$426K +$442K +12,600 New