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Zacks Earnings Consistent Portfolio ETF
ZECP

Overview Fund Activity

22 hedge funds and large institutions have $79.7M invested in Zacks Earnings Consistent Portfolio ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 1 closing their positions.

Holders
22
Holders Change
+4
Holders Change %
+22.22%
% of All Funds
0.32%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
5
Increased
7
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFG
1
Menard Financial Group
Texas
$28.4M
2
AWA
2
Arete Wealth Advisors
Illinois
$9.88M
3
ASN
3
Advisory Services Network
Georgia
$15.6M
4
VCM
4
Virtue Capital Management
Tennessee
$4M
5
KIG
5
Kowal Investment Group
Wisconsin
$3.46M

Top Sellers

1
WF
1
Wayfinding Financial
Washington
$4.25M
2
AWM
2
Accurate Wealth Management
Florida
$6.84M
3
AWM
3
Avior Wealth Management
Nebraska
$99.2K
4
GS
4
GTS Securities
New York
$0
5
EFG
5
Ethos Financial Group
Pennsylvania
$426K
Name Market Value Shares Shares
Change 		Shares
Change %
MFG
1
Menard Financial Group
Texas
$28.4M 1,009,216 +280,687 +39%
ASN
2
Advisory Services Network
Georgia
$15.6M 555,081 +169,929 +44%
AWA
3
Arete Wealth Advisors
Illinois
$9.88M 351,574 +221,516 +170%
AWM
4
Accurate Wealth Management
Florida
$6.84M 255,012 -39,130 -13%
WF
5
Wayfinding Financial
Washington
$4.25M 152,620 -190,795 -56%
VCM
6
Virtue Capital Management
Tennessee
$4M 146,685 +146,685 New
KIG
7
Kowal Investment Group
Wisconsin
$3.46M 123,070 +31,724 +35%
PAG
8
Private Advisor Group
New Jersey
$2.06M 73,245 -1,277 -2%
LAM
9
LifePro Asset Management
California
$1.32M 47,118 -1,588 -3%
CIS
10
Continental Investors Services
Washington
$1.25M 44,708 +14,022 +46%
FIM
11
Freedom Investment Management
Connecticut
$1.15M 40,894 +29,192 +249%
IP
12
Ignite Planners
California
$426K 15,213 +4,348 +40%
EFG
13
Ethos Financial Group
Pennsylvania
$426K 15,174 -4,198 -22%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$280K 9,974 +9,974 New
LPL Financial
15
LPL Financial
California
$212K 7,538 +7,538 New
AWM
16
Avior Wealth Management
Nebraska
$99.2K 3,529 -7,321 -67%
RCM
17
Raleigh Capital Management
North Carolina
$67.5K 2,401 -238 -9%
CPG
18
Cornerstone Planning Group
New Jersey
$34K 1,239 +1,239 New
HI
19
Harbour Investments
Wisconsin
$11.2K 400 – –
UBS Group
20
UBS Group
Switzerland
$4.92K 175 -24 -12%
DFA
21
DHJJ Financial Advisors
Illinois
$57 2 +2 New
Morgan Stanley
22
Morgan Stanley
New York
$48 1 -3 -75%
GS
23
GTS Securities
New York
– – -7,875 Closed
CFGS
24
Concourse Financial Group Securities
Alabama
– – – –