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.
69% more capital invested
Capital invested by funds: $11.9M → $20.1M (+$8.25M)
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
11% more funds holding
Funds holding: 9 → 10 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.04% less ownership
Funds ownership: 63.87% → 62.82% (-1%)
Top Buyers
Top Sellers
| 1 |
Citadel Advisors
Miami,
Florida
|
-$256K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$48.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WF
1
Wayfinding Financial
Lynnwood,
Washington
| $8.88M | +$3.12M | +134,029 | +56% |
|
|
ASN
2
Advisory Services Network
Atlanta,
Georgia
| $3.65M | +$216K | +9,282 | +6% |
|
|
PAG
3
Private Advisor Group
Morristown,
New Jersey
| $1.83M | +$1.8M | +77,118 | New |
|
|
KIG
4
Kowal Investment Group
Brookfield,
Wisconsin
| $1.45M | +$588K | +25,237 | +70% |
|
|
WAS
5
WESPAC Advisors SoCal
Pasadena,
California
| $1.39M | +$1.07K | +46 | +0.1% |
|
|
AWM
6
Avior Wealth Management
Omaha,
Nebraska
| $1.11M | +$1.09M | +46,948 | New |
|
|
AWM
7
Accurate Wealth Management
Wesley Chapel,
Florida
| $938K | +$804K | +34,492 | +696% |
|
|
CRWM
8
Castle Rock Wealth Management
Walnut Creek,
California
| $801K | +$783K | +33,604 | New |
|
|
RCM
9
Raleigh Capital Management
Cary,
North Carolina
| $62.1K | +$50.9K | +2,183 | +500% |
|
|
HI
10
Harbour Investments
Madison,
Wisconsin
| $4.74K | +$4.66K | +200 | New |
|
|
11
Citadel Advisors
Miami,
Florida
| – | -$256K | -11,076 | Closed |
|
|
12
UBS Group
Zurich,
Switzerland
| – | -$48.1K | -2,080 | Closed |
|
ZECP Hedge Fund Activity: Q1 2023 in Review
10 of the 6,275 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.