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Zacks Earnings Consistent Portfolio ETF
ZECP

39 hedge funds and large institutions have $566M invested in Zacks Earnings Consistent Portfolio ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

332% more capital invested

Capital invested by funds: $131M → $566M (+$435M)

250% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 6

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

11% more funds holding

Funds holding: 35 → 39 (+4)

7.06% less ownership

Funds ownership: 74.28% → 67.23% (-7.1%)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
39
Holders Change
+4
Holders Change %
+11.43%
% of All Funds
0.51%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
10
Increased
21
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ASN
Advisory Services Network
Georgia
+$9.17M
2
TPWA
TRUE Private Wealth Advisors
Oregon
+$5.66M
3
DWS
Discipline Wealth Solutions
South Carolina
+$2.88M
4
GS
GTS Securities
New York
+$2.12M
5
BWP
Balboa Wealth Partners
Arizona
+$1.86M

Top Sellers

1
AWM
Accurate Wealth Management
Florida
-$5.62M
2
Citadel Advisors
Citadel Advisors
Florida
-$891K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$510K
4
OMC
Old Mission Capital
Illinois
-$309K
5
WF
Wayfinding Financial
Washington
-$191K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$496K +$57.3K +1,835 +13%
EFG
27
Ethos Financial Group
Pennsylvania
$448K +$5.53K +177 +1%
KWA
28
Kingswood Wealth Advisors
California
$444K -$25.6K -821 -5%
HWP
29
Heritage Wealth Partners
Ohio
$434K +$182K +5,843 +69%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$404K -$510K -16,346 -55%
OBWG
31
Onyx Bridge Wealth Group
New York
$301K +$75.9K +2,431 +33%
IFG
32
Independent Financial Group
California
$260K – – –
RCM
33
Raleigh Capital Management
North Carolina
$73.1K – – –
UBS Group
34
UBS Group
Switzerland
$38.5K +$39.5K +1,265 New
RWS
35
Retirement Wealth Solutions
Wisconsin
$33.7K +$35K +1,120 New
AWM
36
Avior Wealth Management
Nebraska
$23.9K -$84.9K -2,718 -78%
HI
37
Harbour Investments
Wisconsin
$12.2K +$12.5K +400 New
IA
38
IFP Advisors
Florida
$4.69K +$4.81K +154 New
DFA
39
DHJJ Financial Advisors
Illinois
$762 +$281 +9 +56%
AWM
40
Accurate Wealth Management
Florida
– -$5.62M -180,900 Closed
Citadel Advisors
41
Citadel Advisors
Florida
– -$891K -28,889 Closed
OMC
42
Old Mission Capital
Illinois
– -$309K -10,009 Closed
Morgan Stanley
43
Morgan Stanley
New York
– -$53 -1 Closed
1
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ZECP Hedge Fund Activity: Q4 2024 in Review

39 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Zacks Earnings Consistent Portfolio ETF (ZECP) for Q4 2024, worth a combined $566M — up 332% from $131M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ZECP positions and 4 closed out — a net gain of 6 holders — while 21 added to existing stakes and 6 trimmed.

The largest buyer was Advisory Services Network, adding an estimated $9.17M. The largest seller was Accurate Wealth Management, exiting entirely with an estimated $5.62M sold.

  • 39 institutional investors held Zacks Earnings Consistent Portfolio ETF (ZECP) as of Q4 2024, up from 35 in Q3 2024.
  • Funds reported $566M of Zacks Earnings Consistent Portfolio ETF stock for Q4 2024, up 332% quarter-over-quarter.
  • 10 funds opened new Zacks Earnings Consistent Portfolio ETF positions in Q4 2024 and 4 closed out, a net change of +6 holders.
  • The largest Zacks Earnings Consistent Portfolio ETF buyer in Q4 2024 was Advisory Services Network, an estimated $9.17M added.
  • The largest Zacks Earnings Consistent Portfolio ETF seller in Q4 2024 was Accurate Wealth Management, an estimated $5.62M sold.

Based on aggregated 13F filings for Q4 2024.