Zacks Earnings Consistent Portfolio ETF
ZECP
35 hedge funds and large institutions have $131M invested in Zacks Earnings Consistent Portfolio ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
44% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 9
13% more funds holding
Funds holding: 31 → 35 (+4)
10% more capital invested
Capital invested by funds: $119M → $131M (+$12.2M)
6.94% less ownership
Funds ownership: 81.22% → 74.28% (-6.9%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIG
Kowal Investment Group
Brookfield,
Wisconsin
|
+$5.04M |
| 2 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$4.48M |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$3.06M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.59M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$881K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$4.82M |
| 2 |
AWM
Accurate Wealth Management
Wesley Chapel,
Florida
|
-$3.42M |
| 3 |
Goldman Sachs
New York
|
-$1.45M |
| 4 |
GS
GTS Securities
Miami,
Florida
|
-$1.38M |
| 5 |
MFG
Menard Financial Group
Houston,
Texas
|
-$969K |
ZECP Hedge Fund Activity: Q3 2024 in Review
35 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Zacks Earnings Consistent Portfolio ETF (ZECP) for Q3 2024, worth a combined $131M — up 10% from $119M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new ZECP positions and 4 closed out — a net gain of 4 holders — while 13 added to existing stakes and 9 trimmed.
The largest buyer was Kowal Investment Group, adding an estimated $5.04M. The largest seller was Arete Wealth Advisors, cutting an estimated $4.82M.
- 35 institutional investors held Zacks Earnings Consistent Portfolio ETF (ZECP) as of Q3 2024, up from 31 in Q2 2024.
- Funds reported $131M of Zacks Earnings Consistent Portfolio ETF stock for Q3 2024, up 10% quarter-over-quarter.
- 8 funds opened new Zacks Earnings Consistent Portfolio ETF positions in Q3 2024 and 4 closed out, a net change of +4 holders.
- The largest Zacks Earnings Consistent Portfolio ETF buyer in Q3 2024 was Kowal Investment Group, an estimated $5.04M added.
- The largest Zacks Earnings Consistent Portfolio ETF seller in Q3 2024 was Arete Wealth Advisors, an estimated $4.82M sold.
Based on aggregated 13F filings for Q3 2024.