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Zacks Earnings Consistent Portfolio ETF

46 hedge funds and large institutions have $192M invested in Zacks Earnings Consistent Portfolio ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+5
Holders Change %
+12.2%
% of All Funds
0.62%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
8
Increased
25
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FIM
26
Freedom Investment Management
Connecticut
$1.17M -$415 -13 -0%
UW
27
Unique Wealth
Florida
$1.06M +$174K +5,456 +20%
AI
28
Atria Investments
North Carolina
$837K -$17.4K -545 -2%
Two Sigma Investments
29
Two Sigma Investments
New York
$820K +$820K +25,700 New
Koshinski Asset Management
30
Koshinski Asset Management
Illinois
$815K +$69.6K +2,182 +9%
AFS
31
Axiom Financial Strategies
Indiana
$717K -$17.4K -545 -2%
EAM
32
Empirical Asset Management
Massachusetts
$664K +$40.1K +1,256 +6%
RF
33
Rossby Financial
Florida
$615K -$2.17K -68 -0.4%
Goldman Sachs
34
Goldman Sachs
New York
$611K +$611K +19,146 New
LPL Financial
35
LPL Financial
California
$541K +$75.2K +2,356 +16%
PCS
36
Private Client Services
Kentucky
$507K +$507K +15,900 New
EFG
37
Ethos Financial Group
Pennsylvania
$467K +$160 +5 +0%
AWM
38
Arista Wealth Management
Nevada
$401K +$401K +12,580 New
OBWG
39
Onyx Bridge Wealth Group
New York
$379K +$3.89K +122 +1%
AIA
40
AssuredPartners Investment Advisors
Florida
$377K -$223 -7 -0.1%
IWM
41
IHT Wealth Management
Illinois
$360K +$33.3K +1,042 +10%
RWS
42
Retirement Wealth Solutions
Wisconsin
$41K +$2.87K +90 +8%
AAS
43
Ameritas Advisory Services
Nebraska
$38.6K +$38.6K +1,209 New
IA
44
IFP Advisors
Florida
$17.8K -$64 -2 -0.4%
HI
45
Harbour Investments
Wisconsin
$12.8K
DFA
46
DHJJ Financial Advisors
Illinois
$1.6K +$798 +25 +100%
SW
47
Simplicity Wealth
New Jersey
-$1.86M -61,750 Closed
GVAG
48
Great Valley Advisor Group
Delaware
-$574K -19,077 Closed