Zacks Earnings Consistent Portfolio ETF
ZECP
17 hedge funds and large institutions have $33.5M invested in Zacks Earnings Consistent Portfolio ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 0 closing their positions.
2,554% more capital inflows, than outflows
Capital inflows: $12M | Capital outflows: $453K
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
70% more funds holding
Funds holding: 10 → 17 (+7)
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
18.11% more ownership
Funds ownership: 32% → 50.12% (+18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Menard Financial Group
Houston,
Texas
|
+$4.37M |
| 2 |
Accurate Wealth Management
Wesley Chapel,
Florida
|
+$3.22M |
| 3 |
Advisory Services Network
Atlanta,
Georgia
|
+$1.7M |
| 4 |
CIS
Continental Investors Services
Longview,
Washington
|
+$917K |
| 5 |
LAM
LifePro Asset Management
San Diego,
California
|
+$783K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wayfinding Financial
Lynnwood,
Washington
|
-$360K |
| 2 |
WESPAC Advisors SoCal
Pasadena,
California
|
-$84.2K |
| 3 |
Castle Rock Wealth Management
Walnut Creek,
California
|
-$8.65K |
ZECP Hedge Fund Activity: Q2 2023 in Review
17 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in Zacks Earnings Consistent Portfolio ETF (ZECP) for Q2 2023, worth a combined $33.5M — up 66% from $20.1M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new ZECP positions and 0 closed out — a net gain of 7 holders — while 5 added to existing stakes and 3 trimmed.
The largest buyer was Menard Financial Group, opening a new position worth an estimated $4.37M. The largest seller was Wayfinding Financial, cutting an estimated $360K.
- 17 institutional investors held Zacks Earnings Consistent Portfolio ETF (ZECP) as of Q2 2023, up from 10 in Q1 2023.
- Funds reported $33.5M of Zacks Earnings Consistent Portfolio ETF stock for Q2 2023, up 66% quarter-over-quarter.
- 7 funds opened new Zacks Earnings Consistent Portfolio ETF positions in Q2 2023 and 0 closed out, a net change of +7 holders.
- The largest Zacks Earnings Consistent Portfolio ETF buyer in Q2 2023 was Menard Financial Group, an estimated $4.37M added.
- The largest Zacks Earnings Consistent Portfolio ETF seller in Q2 2023 was Wayfinding Financial, an estimated $360K sold.
Based on aggregated 13F filings for Q2 2023.