Zacks Earnings Consistent Portfolio ETF
ZECP
18 hedge funds and large institutions have $57.2M invested in Zacks Earnings Consistent Portfolio ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
20% more funds holding
Funds holding: 15 → 18 (+3)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
17% less capital invested
Capital invested by funds: $69.2M → $57.2M (-$11.9M)
36.16% less ownership
Funds ownership: 108.46% → 72.29% (-36%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$3.65M |
| 2 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$3.24M |
| 3 |
MFG
Menard Financial Group
Houston,
Texas
|
+$1.97M |
| 4 |
KIG
Kowal Investment Group
Brookfield,
Wisconsin
|
+$486K |
| 5 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$291K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
-$23.4M |
| 2 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$1.68M |
| 3 |
CRWM
Castle Rock Wealth Management
Walnut Creek,
California
|
-$847K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$488K |
| 5 |
WF
Wayfinding Financial
Lynnwood,
Washington
|
-$146K |
ZECP Hedge Fund Activity: Q4 2023 in Review
18 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Zacks Earnings Consistent Portfolio ETF (ZECP) for Q4 2023, worth a combined $57.2M — down 17% from $69.2M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new ZECP positions and 3 closed out — a net gain of 3 holders — while 7 added to existing stakes and 4 trimmed.
The largest buyer was Advisory Services Network, adding an estimated $3.65M. The largest seller was Zacks Investment Management, exiting entirely with an estimated $23.4M sold.
- 18 institutional investors held Zacks Earnings Consistent Portfolio ETF (ZECP) as of Q4 2023, up from 15 in Q3 2023.
- Funds reported $57.2M of Zacks Earnings Consistent Portfolio ETF stock for Q4 2023, down 17% quarter-over-quarter.
- 6 funds opened new Zacks Earnings Consistent Portfolio ETF positions in Q4 2023 and 3 closed out, a net change of +3 holders.
- The largest Zacks Earnings Consistent Portfolio ETF buyer in Q4 2023 was Advisory Services Network, an estimated $3.65M added.
- The largest Zacks Earnings Consistent Portfolio ETF seller in Q4 2023 was Zacks Investment Management, an estimated $23.4M sold.
Based on aggregated 13F filings for Q4 2023.