Zacks Earnings Consistent Portfolio ETF
ZECP
31 hedge funds and large institutions have $119M 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.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
48% more capital invested
Capital invested by funds: $80M → $119M (+$38.7M)
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
35% more funds holding
Funds holding: 23 → 31 (+8)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
6.46% more ownership
Funds ownership: 74.76% → 81.22% (+6.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$8.23M |
| 2 |
KIG
Kowal Investment Group
Brookfield,
Wisconsin
|
+$5.48M |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$5.2M |
| 4 |
MFG
Menard Financial Group
Houston,
Texas
|
+$4.3M |
| 5 |
BWP
Balboa Wealth Partners
Scottsdale,
Arizona
|
+$2.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
-$977K |
| 2 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$400K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$280K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$49.4K |
| 5 |
WF
Wayfinding Financial
Lynnwood,
Washington
|
-$48.7K |
ZECP Hedge Fund Activity: Q2 2024 in Review
31 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Zacks Earnings Consistent Portfolio ETF (ZECP) for Q2 2024, worth a combined $119M — up 48% from $80M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new ZECP positions and 2 closed out — a net gain of 8 holders — while 10 added to existing stakes and 7 trimmed.
The largest buyer was Axxcess Wealth Management, opening a new position worth an estimated $8.23M. The largest seller was Virtue Capital Management, cutting an estimated $977K.
- 31 institutional investors held Zacks Earnings Consistent Portfolio ETF (ZECP) as of Q2 2024, up from 23 in Q1 2024.
- Funds reported $119M of Zacks Earnings Consistent Portfolio ETF stock for Q2 2024, up 48% quarter-over-quarter.
- 10 funds opened new Zacks Earnings Consistent Portfolio ETF positions in Q2 2024 and 2 closed out, a net change of +8 holders.
- The largest Zacks Earnings Consistent Portfolio ETF buyer in Q2 2024 was Axxcess Wealth Management, an estimated $8.23M added.
- The largest Zacks Earnings Consistent Portfolio ETF seller in Q2 2024 was Virtue Capital Management, an estimated $977K sold.
Based on aggregated 13F filings for Q2 2024.