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Zacks Earnings Consistent Portfolio ETF
ZECP

Overview Fund Activity

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.

Holders
15
Holders Change
-2
Holders Change %
-11.76%
% of All Funds
0.24%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
2
Increased
8
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ZIM
1
Zacks Investment Management
Illinois
$23.4M
2
MFG
2
Menard Financial Group
Texas
$15.6M
3
AWM
3
Accurate Wealth Management
Florida
$7.21M
4
EFG
4
Ethos Financial Group
Pennsylvania
$465K
5
ASN
5
Advisory Services Network
Georgia
$5.73M

Top Sellers

1
WAS
1
WESPAC Advisors SoCal
California
$0
2
CIS
2
Continental Investors Services
Washington
$461K
3
GS
3
GTS Securities
New York
$0
4
WF
4
Wayfinding Financial
Washington
$8.38M
5
PAG
5
Private Advisor Group
New Jersey
$1.85M
Name Market Value Shares Shares
Change 		Shares
Change %
ZIM
1
Zacks Investment Management
Illinois
$23.4M 975,430 +975,430 New
MFG
2
Menard Financial Group
Texas
$15.6M 649,535 +468,299 +258%
WF
3
Wayfinding Financial
Washington
$8.38M 349,285 -10,524 -3%
AWM
4
Accurate Wealth Management
Florida
$7.21M 294,218 +121,277 +70%
ASN
5
Advisory Services Network
Georgia
$5.73M 238,689 +14,089 +6%
AWM
6
Avior Wealth Management
Nebraska
$1.88M 78,159 +13,841 +22%
PAG
7
Private Advisor Group
New Jersey
$1.85M 76,923 -1,093 -1%
KIG
8
Kowal Investment Group
Wisconsin
$1.73M 71,821 +7,195 +11%
LAM
9
LifePro Asset Management
California
$1.03M 42,826 +10,331 +32%
CRWM
10
Castle Rock Wealth Management
California
$847K 35,487 +2,242 +7%
Citadel Advisors
11
Citadel Advisors
Florida
$488K 20,332 +12,189 +150%
EFG
12
Ethos Financial Group
Pennsylvania
$465K 19,372 +19,372 New
CIS
13
Continental Investors Services
Washington
$461K 19,184 -18,872 -50%
RCM
14
Raleigh Capital Management
North Carolina
$62.9K 2,620 – –
HI
15
Harbour Investments
Wisconsin
$4.8K 200 – –
WAS
16
WESPAC Advisors SoCal
California
– – -55,022 Closed
GS
17
GTS Securities
New York
– – -10,982 Closed
GWSG
18
GPS Wealth Strategies Group
Colorado
– – -1,000 Closed
UBS Group
19
UBS Group
Switzerland
– – -863 Closed
CFGS
20
Concourse Financial Group Securities
Alabama
– – – –