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Zacks Earnings Consistent Portfolio ETF
ZECP

Overview Fund Activity

30 hedge funds and large institutions have $118M invested in Zacks Earnings Consistent Portfolio ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
30
Holders Change
+8
Holders Change %
+36.36%
% of All Funds
0.44%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
10
Increased
10
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
Axxcess Wealth Management
California
$8.48M
2
KIG
2
Kowal Investment Group
Wisconsin
$9.2M
3
ASN
3
Advisory Services Network
Georgia
$21.4M
4
MFG
4
Menard Financial Group
Texas
$33.6M
5
BWP
5
Balboa Wealth Partners
Arizona
$3.03M

Top Sellers

1
VCM
1
Virtue Capital Management
Tennessee
$3.31M
2
FIM
2
Freedom Investment Management
Connecticut
$767K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
PAG
4
Private Advisor Group
New Jersey
$2.06M
5
WF
5
Wayfinding Financial
Washington
$4.35M
Name Market Value Shares Shares
Change 		Shares
Change %
MFG
1
Menard Financial Group
Texas
$33.6M 1,163,044 +153,828 +15%
ASN
2
Advisory Services Network
Georgia
$21.4M 740,806 +185,725 +33%
AWA
3
Arete Wealth Advisors
Illinois
$12.1M 420,677 +69,103 +20%
KIG
4
Kowal Investment Group
Wisconsin
$9.2M 318,873 +195,803 +159%
AWM
5
Accurate Wealth Management
Florida
$8.78M 295,856 +40,844 +16%
AWM
6
Axxcess Wealth Management
California
$8.48M 293,975 +293,975 New
WF
7
Wayfinding Financial
Washington
$4.35M 150,878 -1,742 -1%
VCM
8
Virtue Capital Management
Tennessee
$3.31M 111,749 -34,936 -24%
BWP
9
Balboa Wealth Partners
Arizona
$3.03M 104,864 +104,864 New
PAG
10
Private Advisor Group
New Jersey
$2.06M 71,479 -1,766 -2%
CIS
11
Continental Investors Services
Washington
$2.02M 69,940 +25,232 +56%
CW
12
CreativeOne Wealth
Kansas
$2.01M 69,492 +69,492 New
LAM
13
LifePro Asset Management
California
$1.46M 50,485 +3,367 +7%
Goldman Sachs
14
Goldman Sachs
New York
$1.45M 50,397 +50,397 New
GS
15
GTS Securities
New York
$1.38M 47,697 +47,697 New
FIM
16
Freedom Investment Management
Connecticut
$767K 26,584 -14,310 -35%
AI
17
Atria Investments
North Carolina
$658K 22,811 +22,811 New
IP
18
Ignite Planners
California
$455K 15,568 +355 +2%
EFG
19
Ethos Financial Group
Pennsylvania
$438K 15,169 -5 -0%
Citadel Advisors
20
Citadel Advisors
Florida
$375K 12,981 +12,981 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$260K 9,017 +9,017 New
LPL Financial
22
LPL Financial
California
$225K 7,788 +250 +3%
EAM
23
Empirical Asset Management
Massachusetts
$218K 7,558 +7,558 New
OBWG
24
Onyx Bridge Wealth Group
New York
$215K 7,453 +7,453 New
AWM
25
Avior Wealth Management
Nebraska
$98.9K 3,429 -100 -3%
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