Zacks Earnings Consistent Portfolio ETF
ZECP
23 hedge funds and large institutions have $80M invested in Zacks Earnings Consistent Portfolio ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
40% more capital invested
Capital invested by funds: $57.2M → $80M (+$22.7M)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
28% more funds holding
Funds holding: 18 → 23 (+5)
2.47% more ownership
Funds ownership: 72.29% → 74.76% (+2.5%)
22% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFG
Menard Financial Group
Houston,
Texas
|
+$7.59M |
| 2 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$5.99M |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$4.59M |
| 4 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
+$3.97M |
| 5 |
KIG
Kowal Investment Group
Brookfield,
Wisconsin
|
+$858K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WF
Wayfinding Financial
Lynnwood,
Washington
|
-$5.16M |
| 2 |
AWM
Accurate Wealth Management
Wesley Chapel,
Florida
|
-$1.06M |
| 3 |
GS
GTS Securities
Miami,
Florida
|
-$206K |
| 4 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$198K |
| 5 |
EFG
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
-$113K |
ZECP Hedge Fund Activity: Q1 2024 in Review
23 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Zacks Earnings Consistent Portfolio ETF (ZECP) for Q1 2024, worth a combined $80M — up 40% from $57.2M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new ZECP positions and 1 closed out — a net gain of 5 holders — while 7 added to existing stakes and 9 trimmed.
The largest buyer was Menard Financial Group, adding an estimated $7.59M. The largest seller was Wayfinding Financial, cutting an estimated $5.16M.
- 23 institutional investors held Zacks Earnings Consistent Portfolio ETF (ZECP) as of Q1 2024, up from 18 in Q4 2023.
- Funds reported $80M of Zacks Earnings Consistent Portfolio ETF stock for Q1 2024, up 40% quarter-over-quarter.
- 6 funds opened new Zacks Earnings Consistent Portfolio ETF positions in Q1 2024 and 1 closed out, a net change of +5 holders.
- The largest Zacks Earnings Consistent Portfolio ETF buyer in Q1 2024 was Menard Financial Group, an estimated $7.59M added.
- The largest Zacks Earnings Consistent Portfolio ETF seller in Q1 2024 was Wayfinding Financial, an estimated $5.16M sold.
Based on aggregated 13F filings for Q1 2024.