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Zacks Earnings Consistent Portfolio ETF

3 hedge funds and large institutions have $15.4M invested in Zacks Earnings Consistent Portfolio ETF in 2022 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $15.6M → $15.4M (-$212K)

25% less funds holding

Funds holding: 43 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
3
Holders Change
-1
Holders Change %
-25%
% of All Funds
0.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
Increased
2
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ZIM
1
Zacks Investment Management
Illinois
$6.59M +$446K +19,123 +7%
WF
2
Wayfinding Financial
Washington
$5.46M -$279K -11,966 -4%
ASN
3
Advisory Services Network
Georgia
$3.3M +$415K +17,765 +13%
UBS Group
4
UBS Group
Switzerland
-$11K -500 Closed

ZECP Hedge Fund Activity: Q3 2022 in Review

3 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Zacks Earnings Consistent Portfolio ETF (ZECP) for Q3 2022, worth a combined $15.4M — down 1.4% from $15.6M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of ZECP and 0 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 2 added.

The largest buyer was Zacks Investment Management, adding an estimated $446K. The largest seller was Wayfinding Financial, cutting an estimated $279K.

  • 3 institutional investors held Zacks Earnings Consistent Portfolio ETF (ZECP) as of Q3 2022, down from 4 in Q2 2022.
  • Funds reported $15.4M of Zacks Earnings Consistent Portfolio ETF stock for Q3 2022, down 1.4% quarter-over-quarter.
  • 0 funds opened new Zacks Earnings Consistent Portfolio ETF positions in Q3 2022 and 1 closed out, a net change of -1 holder.
  • The largest Zacks Earnings Consistent Portfolio ETF buyer in Q3 2022 was Zacks Investment Management, an estimated $446K added.
  • The largest Zacks Earnings Consistent Portfolio ETF seller in Q3 2022 was Wayfinding Financial, an estimated $279K sold.

Based on aggregated 13F filings for Q3 2022.