Zacks Earnings Consistent Portfolio ETF
ZECP
39 hedge funds and large institutions have $137M invested in Zacks Earnings Consistent Portfolio ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 4 closing their positions.
250% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 6
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
11% more funds holding
Funds holding: 35 → 39 (+4)
5% more capital invested
Capital invested by funds: $131M → $137M (+$6.3M)
7.06% less ownership
Funds ownership: 74.28% → 67.23% (-7.1%)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$9.17M |
| 2 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
+$5.66M |
| 3 |
DWS
Discipline Wealth Solutions
Greenville,
South Carolina
|
+$2.88M |
| 4 |
GS
GTS Securities
Miami,
Florida
|
+$2.12M |
| 5 |
BWP
Balboa Wealth Partners
Scottsdale,
Arizona
|
+$1.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Accurate Wealth Management
Wesley Chapel,
Florida
|
-$5.62M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$891K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$510K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$309K |
| 5 |
WF
Wayfinding Financial
Lynnwood,
Washington
|
-$191K |
ZECP Hedge Fund Activity: Q4 2024 in Review
39 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Zacks Earnings Consistent Portfolio ETF (ZECP) for Q4 2024, worth a combined $137M — up 4.8% from $131M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new ZECP positions and 4 closed out — a net gain of 6 holders — while 21 added to existing stakes and 6 trimmed.
The largest buyer was Advisory Services Network, adding an estimated $9.17M. The largest seller was Accurate Wealth Management, exiting entirely with an estimated $5.62M sold.
- 39 institutional investors held Zacks Earnings Consistent Portfolio ETF (ZECP) as of Q4 2024, up from 35 in Q3 2024.
- Funds reported $137M of Zacks Earnings Consistent Portfolio ETF stock for Q4 2024, up 4.8% quarter-over-quarter.
- 10 funds opened new Zacks Earnings Consistent Portfolio ETF positions in Q4 2024 and 4 closed out, a net change of +6 holders.
- The largest Zacks Earnings Consistent Portfolio ETF buyer in Q4 2024 was Advisory Services Network, an estimated $9.17M added.
- The largest Zacks Earnings Consistent Portfolio ETF seller in Q4 2024 was Accurate Wealth Management, an estimated $5.62M sold.
Based on aggregated 13F filings for Q4 2024.