Zacks Earnings Consistent Portfolio ETF
ZECP
31 hedge funds and large institutions have $119M invested in Zacks Earnings Consistent Portfolio ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
48% more capital invested
Capital invested by funds: $80M → $119M (+$38.7M)
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
35% more funds holding
Funds holding: 23 → 31 (+8)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
6.46% more ownership
Funds ownership: 74.76% → 81.22% (+6.5%)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
26
Avior Wealth Management
Omaha,
Nebraska
| $98.9K | -$2.8K | -100 | -3% |
|
|
RCM
27
Raleigh Capital Management
Cary,
North Carolina
| $69.3K | – | – | – |
|
|
CPG
28
Cornerstone Planning Group
Fairfield,
New Jersey
| $54.1K | +$18.8K | +672 | +54% |
|
29
UBS Group
Zurich,
Switzerland
| $3.92K | -$1.09K | -39 | -22% |
|
|
DFA
30
DHJJ Financial Advisors
Naperville,
Illinois
| $58 | – | – | – |
|
31
Morgan Stanley
New York
| $50 | – | – | – |
|
32
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$280K | -9,974 | Closed |
|
|
HI
33
Harbour Investments
Madison,
Wisconsin
| – | -$11.2K | -400 | Closed |
|
ZECP Hedge Fund Activity: Q2 2024 in Review
31 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Zacks Earnings Consistent Portfolio ETF (ZECP) for Q2 2024, worth a combined $119M — up 48% from $80M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new ZECP positions and 2 closed out — a net gain of 8 holders — while 10 added to existing stakes and 7 trimmed.
The largest buyer was Axxcess Wealth Management, opening a new position worth an estimated $8.23M. The largest seller was Virtue Capital Management, cutting an estimated $977K.
- 31 institutional investors held Zacks Earnings Consistent Portfolio ETF (ZECP) as of Q2 2024, up from 23 in Q1 2024.
- Funds reported $119M of Zacks Earnings Consistent Portfolio ETF stock for Q2 2024, up 48% quarter-over-quarter.
- 10 funds opened new Zacks Earnings Consistent Portfolio ETF positions in Q2 2024 and 2 closed out, a net change of +8 holders.
- The largest Zacks Earnings Consistent Portfolio ETF buyer in Q2 2024 was Axxcess Wealth Management, an estimated $8.23M added.
- The largest Zacks Earnings Consistent Portfolio ETF seller in Q2 2024 was Virtue Capital Management, an estimated $977K sold.
Based on aggregated 13F filings for Q2 2024.