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Zacks Earnings Consistent Portfolio ETF

4 hedge funds and large institutions have $13M invested in Zacks Earnings Consistent Portfolio ETF in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

844% more capital invested

Capital invested by funds: $1.37M → $13M (+$11.6M)

300% more funds holding

Funds holding: 14 (+3)

Holders
4
Holders Change
+3
Holders Change %
+300%
% of All Funds
0.06%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
1
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WF
1
Wayfinding Financial
Washington
$5.92M +$6.17M +240,719 New
ZIM
2
Zacks Investment Management
Illinois
$4.79M +$3.1M +120,702 +211%
ASN
3
Advisory Services Network
Georgia
$1.8M +$1.71M +66,749 New
Citadel Advisors
4
Citadel Advisors
Florida
$439K +$418K +16,293 New

ZECP Hedge Fund Activity: Q4 2021 in Review

4 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Zacks Earnings Consistent Portfolio ETF (ZECP) for Q4 2021, worth a combined $13M — up 844% from $1.37M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new ZECP positions and 0 closed out — a net gain of 3 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Zacks Investment Management, adding an estimated $3.1M.

  • 4 institutional investors held Zacks Earnings Consistent Portfolio ETF (ZECP) as of Q4 2021, up from 1 in Q3 2021.
  • Funds reported $13M of Zacks Earnings Consistent Portfolio ETF stock for Q4 2021, up 844% quarter-over-quarter.
  • 3 funds opened new Zacks Earnings Consistent Portfolio ETF positions in Q4 2021 and 0 closed out, a net change of +3 holders.
  • The largest Zacks Earnings Consistent Portfolio ETF buyer in Q4 2021 was Zacks Investment Management, an estimated $3.1M added.

Based on aggregated 13F filings for Q4 2021.