Zacks Earnings Consistent Portfolio ETF
ZECP
15 hedge funds and large institutions have $69.2M invested in Zacks Earnings Consistent Portfolio ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 4 closing their positions.
1,570% more capital inflows, than outflows
Capital inflows: $41.1M | Capital outflows: $2.46M
167% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 3
58.34% more ownership
Funds ownership: 50.12% → 108.46% (+58%)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
12% less funds holding
Funds holding: 17 → 15 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Zacks Investment Management
Chicago,
Illinois
|
+$24.4M |
| 2 |
Menard Financial Group
Houston,
Texas
|
+$11.7M |
| 3 |
Accurate Wealth Management
Wesley Chapel,
Florida
|
+$3.03M |
| 4 |
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
+$484K |
| 5 |
Advisory Services Network
Atlanta,
Georgia
|
+$352K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WESPAC Advisors SoCal
Pasadena,
California
|
-$1.38M |
| 2 |
CIS
Continental Investors Services
Longview,
Washington
|
-$471K |
| 3 |
GTS Securities
Miami,
Florida
|
-$275K |
| 4 |
Wayfinding Financial
Lynnwood,
Washington
|
-$263K |
| 5 |
Private Advisor Group
Morristown,
New Jersey
|
-$27.3K |
ZECP Hedge Fund Activity: Q3 2023 in Review
15 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in Zacks Earnings Consistent Portfolio ETF (ZECP) for Q3 2023, worth a combined $69.2M — up 107% from $33.5M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of ZECP and 2 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 8 added.
The largest buyer was Zacks Investment Management, opening a new position worth an estimated $24.4M. The largest seller was WESPAC Advisors SoCal, exiting entirely with an estimated $1.38M sold.
- 15 institutional investors held Zacks Earnings Consistent Portfolio ETF (ZECP) as of Q3 2023, down from 17 in Q2 2023.
- Funds reported $69.2M of Zacks Earnings Consistent Portfolio ETF stock for Q3 2023, up 107% quarter-over-quarter.
- 2 funds opened new Zacks Earnings Consistent Portfolio ETF positions in Q3 2023 and 4 closed out, a net change of -2 holders.
- The largest Zacks Earnings Consistent Portfolio ETF buyer in Q3 2023 was Zacks Investment Management, an estimated $24.4M added.
- The largest Zacks Earnings Consistent Portfolio ETF seller in Q3 2023 was WESPAC Advisors SoCal, an estimated $1.38M sold.
Based on aggregated 13F filings for Q3 2023.