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Zacks Earnings Consistent Portfolio ETF
ZECP

Overview Fund Activity

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.

Holders
18
Holders Change
+3
Holders Change %
+20%
% of All Funds
0.26%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
6
Increased
7
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ASN
1
Advisory Services Network
Georgia
$10.1M
2
AWA
2
Arete Wealth Advisors
Illinois
$3.4M
3
MFG
3
Menard Financial Group
Texas
$19M
4
KIG
4
Kowal Investment Group
Wisconsin
$2.39M
5
FIM
5
Freedom Investment Management
Connecticut
$306K

Top Sellers

1
ZIM
1
Zacks Investment Management
Illinois
$0
2
AWM
2
Avior Wealth Management
Nebraska
$283K
3
CRWM
3
Castle Rock Wealth Management
California
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
WF
5
Wayfinding Financial
Washington
$8.97M
Name Market Value Shares Shares
Change 		Shares
Change %
MFG
1
Menard Financial Group
Texas
$19M 728,529 +78,994 +12%
ASN
2
Advisory Services Network
Georgia
$10.1M 385,152 +146,463 +61%
WF
3
Wayfinding Financial
Washington
$8.97M 343,415 -5,870 -2%
AWM
4
Accurate Wealth Management
Florida
$7.71M 294,142 -76 -0%
AWA
5
Arete Wealth Advisors
Illinois
$3.4M 130,058 +130,058 New
KIG
6
Kowal Investment Group
Wisconsin
$2.39M 91,346 +19,525 +27%
PAG
7
Private Advisor Group
New Jersey
$1.95M 74,522 -2,401 -3%
LAM
8
LifePro Asset Management
California
$1.27M 48,706 +5,880 +14%
CIS
9
Continental Investors Services
Washington
$802K 30,686 +11,502 +60%
EFG
10
Ethos Financial Group
Pennsylvania
$506K 19,372 – –
FIM
11
Freedom Investment Management
Connecticut
$306K 11,702 +11,702 New
AWM
12
Avior Wealth Management
Nebraska
$283K 10,850 -67,309 -86%
IP
13
Ignite Planners
California
$283K 10,865 +10,865 New
GS
14
GTS Securities
New York
$206K 7,875 +7,875 New
RCM
15
Raleigh Capital Management
North Carolina
$68.9K 2,639 +19 +0.7%
HI
16
Harbour Investments
Wisconsin
$10.4K 400 +200 +100%
UBS Group
17
UBS Group
Switzerland
$5.2K 199 +199 New
Morgan Stanley
18
Morgan Stanley
New York
$142 4 +4 New
ZIM
19
Zacks Investment Management
Illinois
– – -975,430 Closed
CRWM
20
Castle Rock Wealth Management
California
– – -35,487 Closed
Citadel Advisors
21
Citadel Advisors
Florida
– – -20,332 Closed
CFGS
22
Concourse Financial Group Securities
Alabama
– – – –