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Zacks Earnings Consistent Portfolio ETF
ZECP

9 hedge funds and large institutions have $11.9M invested in Zacks Earnings Consistent Portfolio ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

200% more funds holding

Funds holding: 3 → 9 (+6)

63.87% more ownership

Funds ownership: 0% → 63.87% (+64%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

23% less capital invested

Capital invested by funds: $15.4M → $11.9M (-$3.49M)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

Holders
9
Holders Change
+6
Holders Change %
+200%
% of All Funds
0.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
–
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAS
WESPAC Advisors SoCal
California
+$1.35M
2
KIG
Kowal Investment Group
Wisconsin
+$825K
3
Citadel Advisors
Citadel Advisors
Florida
+$255K
4
AWM
Accurate Wealth Management
Florida
+$114K
5
UBS Group
UBS Group
Switzerland
+$47.9K

Top Sellers

1
ZIM
Zacks Investment Management
Illinois
-$6.59M
2
WF
Wayfinding Financial
Washington
-$368K
3
ASN
Advisory Services Network
Georgia
-$242K
Name Holding Trade Value Shares
Change 		Change in
Stake
WF
1
Wayfinding Financial
Washington
$5.92M -$368K -15,968 -6%
ASN
2
Advisory Services Network
Georgia
$3.34M -$242K -10,512 -7%
WAS
3
WESPAC Advisors SoCal
California
$1.35M +$1.35M +58,470 New
KIG
4
Kowal Investment Group
Wisconsin
$828K +$825K +35,836 New
Citadel Advisors
5
Citadel Advisors
Florida
$256K +$255K +11,076 New
AWM
6
Accurate Wealth Management
Florida
$115K +$114K +4,954 New
UBS Group
7
UBS Group
Switzerland
$48.1K +$47.9K +2,080 New
RCM
8
Raleigh Capital Management
North Carolina
$10.1K +$10.1K +437 New
ZIM
9
Zacks Investment Management
Illinois
– -$6.59M -309,677 Closed
NA
10
NewEdge Advisors
Louisiana
– +$161 +7 New

ZECP Hedge Fund Activity: Q4 2022 in Review

9 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Zacks Earnings Consistent Portfolio ETF (ZECP) for Q4 2022, worth a combined $11.9M — down 23% from $15.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ZECP positions and 1 closed out — a net gain of 6 holders — while 0 added to existing stakes and 2 trimmed.

The largest buyer was WESPAC Advisors SoCal, opening a new position worth an estimated $1.35M. The largest seller was Zacks Investment Management, exiting entirely with an estimated $6.59M sold.

  • 9 institutional investors held Zacks Earnings Consistent Portfolio ETF (ZECP) as of Q4 2022, up from 3 in Q3 2022.
  • Funds reported $11.9M of Zacks Earnings Consistent Portfolio ETF stock for Q4 2022, down 23% quarter-over-quarter.
  • 7 funds opened new Zacks Earnings Consistent Portfolio ETF positions in Q4 2022 and 1 closed out, a net change of +6 holders.
  • The largest Zacks Earnings Consistent Portfolio ETF buyer in Q4 2022 was WESPAC Advisors SoCal, an estimated $1.35M added.
  • The largest Zacks Earnings Consistent Portfolio ETF seller in Q4 2022 was Zacks Investment Management, an estimated $6.59M sold.

Based on aggregated 13F filings for Q4 2022.