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Zacks Earnings Consistent Portfolio ETF
ZECP

Overview Fund Activity

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.

Holders
17
Holders Change
+7
Holders Change %
+70%
% of All Funds
0.27%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
5
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Menard Financial Group
Texas
$4.53M
2
AWM
2
Accurate Wealth Management
Florida
$4.35M
3
ASN
3
Advisory Services Network
Georgia
$5.62M
4
CIS
4
Continental Investors Services
Washington
$961K
5
LAM
5
LifePro Asset Management
California
$813K

Top Sellers

1
WF
1
Wayfinding Financial
Washington
$9.19M
2
WAS
2
WESPAC Advisors SoCal
California
$1.38M
3
CRWM
3
Castle Rock Wealth Management
California
$829K
Name Market Value Shares Shares
Change 		Shares
Change %
WF
1
Wayfinding Financial
Washington
$9.19M 359,809 -14,939 -4%
ASN
2
Advisory Services Network
Georgia
$5.62M 224,600 +70,742 +46%
MFG
3
Menard Financial Group
Texas
$4.53M 181,236 +181,236 New
AWM
4
Accurate Wealth Management
Florida
$4.35M 172,941 +133,495 +338%
PAG
5
Private Advisor Group
New Jersey
$1.99M 78,016 +898 +1%
KIG
6
Kowal Investment Group
Wisconsin
$1.62M 64,626 +3,553 +6%
AWM
7
Avior Wealth Management
Nebraska
$1.61M 64,318 +17,370 +37%
WAS
8
WESPAC Advisors SoCal
California
$1.38M 55,022 -3,494 -6%
CIS
9
Continental Investors Services
Washington
$961K 38,056 +38,056 New
CRWM
10
Castle Rock Wealth Management
California
$829K 33,245 -359 -1%
LAM
11
LifePro Asset Management
California
$813K 32,495 +32,495 New
GS
12
GTS Securities
New York
$275K 10,982 +10,982 New
Citadel Advisors
13
Citadel Advisors
Florida
$204K 8,143 +8,143 New
RCM
14
Raleigh Capital Management
North Carolina
$65.5K 2,620 – –
GWSG
15
GPS Wealth Strategies Group
Colorado
$25K 1,000 +1,000 New
UBS Group
16
UBS Group
Switzerland
$21.6K 863 +863 New
HI
17
Harbour Investments
Wisconsin
$5K 200 – –
CFGS
18
Concourse Financial Group Securities
Alabama
– – – –