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Zacks Earnings Consistent Portfolio ETF

41 hedge funds and large institutions have $188M invested in Zacks Earnings Consistent Portfolio ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 8 reducing their positions, and 5 closing their positions.

Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
0.56%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
8
Increased
22
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AFS
26
Axiom Financial Strategies
Indiana
$693K +$7.04K +234 +1%
AW
27
Alteri Wealth
California
$653K +$653K +21,698 New
EAM
28
Empirical Asset Management
Massachusetts
$588K +$17.5K +583 +3%
GVAG
29
Great Valley Advisor Group
Delaware
$574K +$574K +19,077 New
RF
30
Rossby Financial
Florida
$569K +$569K +19,353 New
HWP
31
Heritage Wealth Partners
Ohio
$549K +$120K +3,979 +28%
EFG
32
Ethos Financial Group
Pennsylvania
$448K
LPL Financial
33
LPL Financial
California
$439K -$51.2K -1,702 -10%
AIA
34
AssuredPartners Investment Advisors
Florida
$355K -$362K -12,036 -50%
OBWG
35
Onyx Bridge Wealth Group
New York
$354K +$56.2K +1,868 +19%
IWM
36
IHT Wealth Management
Illinois
$308K +$308K +10,238 New
GM
37
GeoWealth Management
Illinois
$299K +$299K +9,949 New
RWS
38
Retirement Wealth Solutions
Wisconsin
$36K +$2.26K +75 +7%
IA
39
IFP Advisors
Florida
$16.8K +$12.2K +406 +264%
HI
40
Harbour Investments
Wisconsin
$12K
DFA
41
DHJJ Financial Advisors
Illinois
$753
KWA
42
Kingswood Wealth Advisors
California
-$444K -14,568 Closed
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
-$404K -13,251 Closed
RCM
44
Raleigh Capital Management
North Carolina
-$73.1K -2,401 Closed
UBS Group
45
UBS Group
Switzerland
-$38.5K -1,265 Closed
AWM
46
Avior Wealth Management
Nebraska
-$23.9K -786 Closed