Zacks Earnings Consistent Portfolio ETF
ZECP
10 hedge funds and large institutions have $20.1M invested in Zacks Earnings Consistent Portfolio ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 0 reducing their positions, and 3 closing their positions.
2,684% more capital inflows, than outflows
Capital inflows: $8.46M | Capital outflows: $304K
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
13.21% more ownership
Funds ownership: 18.8% → 32% (+13%)
11% more funds holding
Funds holding: 9 → 10 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wayfinding Financial
Lynnwood,
Washington
|
+$3.12M |
| 2 |
Private Advisor Group
Morristown,
New Jersey
|
+$1.8M |
| 3 |
Avior Wealth Management
Omaha,
Nebraska
|
+$1.09M |
| 4 |
Accurate Wealth Management
Wesley Chapel,
Florida
|
+$804K |
| 5 |
Castle Rock Wealth Management
Walnut Creek,
California
|
+$783K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$256K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$48.1K |
ZECP Hedge Fund Activity: Q1 2023 in Review
10 of the 6,289 institutional investors tracked by Wall St. Rank reported a position in Zacks Earnings Consistent Portfolio ETF (ZECP) for Q1 2023, worth a combined $20.1M — up 69% from $11.9M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new ZECP positions and 3 closed out — a net gain of 1 holder — while 6 added to existing stakes and 0 trimmed.
The largest buyer was Wayfinding Financial, adding an estimated $3.12M. The largest seller was Citadel Advisors, exiting entirely with an estimated $256K sold.
- 10 institutional investors held Zacks Earnings Consistent Portfolio ETF (ZECP) as of Q1 2023, up from 9 in Q4 2022.
- Funds reported $20.1M of Zacks Earnings Consistent Portfolio ETF stock for Q1 2023, up 69% quarter-over-quarter.
- 4 funds opened new Zacks Earnings Consistent Portfolio ETF positions in Q1 2023 and 3 closed out, a net change of +1 holder.
- The largest Zacks Earnings Consistent Portfolio ETF buyer in Q1 2023 was Wayfinding Financial, an estimated $3.12M added.
- The largest Zacks Earnings Consistent Portfolio ETF seller in Q1 2023 was Citadel Advisors, an estimated $256K sold.
Based on aggregated 13F filings for Q1 2023.