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Zacks Earnings Consistent Portfolio ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 34 (+1)

28% more funds holding

Funds holding: 1823 (+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

Holders
23
Holders Change
+5
Holders Change %
+27.78%
% of All Funds
0.33%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
6
Increased
7
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
1
Menard Financial Group
Texas
$28.4M +$7.59M +280,687 +39%
ASN
2
Advisory Services Network
Georgia
$15.6M +$4.59M +169,929 +44%
AWA
3
Arete Wealth Advisors
Illinois
$9.88M +$5.99M +221,516 +170%
AWM
4
Accurate Wealth Management
Florida
$6.84M -$1.06M -39,130 -13%
WF
5
Wayfinding Financial
Washington
$4.25M -$5.16M -190,795 -56%
VCM
6
Virtue Capital Management
Tennessee
$4M +$3.97M +146,685 New
KIG
7
Kowal Investment Group
Wisconsin
$3.46M +$858K +31,724 +35%
PAG
8
Private Advisor Group
New Jersey
$2.06M -$34.5K -1,277 -2%
LAM
9
LifePro Asset Management
California
$1.32M -$42.9K -1,588 -3%
CIS
10
Continental Investors Services
Washington
$1.25M +$379K +14,022 +46%
FIM
11
Freedom Investment Management
Connecticut
$1.15M +$789K +29,192 +249%
IP
12
Ignite Planners
California
$426K +$118K +4,348 +40%
EFG
13
Ethos Financial Group
Pennsylvania
$426K -$113K -4,198 -22%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$280K +$270K +9,974 New
IFG
15
Independent Financial Group
California
$240K +$231K +8,549 New
LPL Financial
16
LPL Financial
California
$212K +$204K +7,538 New
AWM
17
Avior Wealth Management
Nebraska
$99.2K -$198K -7,321 -67%
RCM
18
Raleigh Capital Management
North Carolina
$67.5K -$6.43K -238 -9%
CPG
19
Cornerstone Planning Group
New Jersey
$34K +$33.5K +1,239 New
HI
20
Harbour Investments
Wisconsin
$11.2K
UBS Group
21
UBS Group
Switzerland
$4.92K -$649 -24 -12%
DFA
22
DHJJ Financial Advisors
Illinois
$57 +$54 +2 New
Morgan Stanley
23
Morgan Stanley
New York
$48 -$81 -3 -75%
GS
24
GTS Securities
New York
-$206K -7,875 Closed

ZECP Hedge Fund Activity: Q1 2024 in Review

23 of the 6,942 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.