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Zacks Earnings Consistent Portfolio ETF
ZECP

39 hedge funds and large institutions have $566M 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.

New
Increased
Maintained
Reduced
Closed

332% more capital invested

Capital invested by funds: $131M → $566M (+$435M)

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)

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)

Holders
39
Holders Change
+4
Holders Change %
+11.43%
% of All Funds
0.51%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
10
Increased
21
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ASN
Advisory Services Network
Georgia
+$9.17M
2
TPWA
TRUE Private Wealth Advisors
Oregon
+$5.66M
3
DWS
Discipline Wealth Solutions
South Carolina
+$2.88M
4
GS
GTS Securities
New York
+$2.12M
5
BWP
Balboa Wealth Partners
Arizona
+$1.86M

Top Sellers

1
AWM
Accurate Wealth Management
Florida
-$5.62M
2
Citadel Advisors
Citadel Advisors
Florida
-$891K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$510K
4
OMC
Old Mission Capital
Illinois
-$309K
5
WF
Wayfinding Financial
Washington
-$191K
Name Holding Trade Value Shares
Change 		Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$429M +$234K +7,483 +113%
MFG
2
Menard Financial Group
Texas
$35.4M +$1.02M +32,753 +3%
ASN
3
Advisory Services Network
Georgia
$31.5M +$9.17M +293,702 +40%
AWA
4
Arete Wealth Advisors
Illinois
$9.16M +$1.32M +42,157 +16%
AWM
5
Axxcess Wealth Management
California
$8.62M +$200K +6,393 +2%
CW
6
CreativeOne Wealth
Kansas
$6.53M +$1.32M +42,126 +24%
TPWA
7
TRUE Private Wealth Advisors
Oregon
$5.52M +$5.66M +181,267 New
SB
8
Strategic Blueprint
Georgia
$5.37M +$809K +25,912 +17%
BWP
9
Balboa Wealth Partners
Arizona
$5.3M +$1.86M +59,712 +52%
WF
10
Wayfinding Financial
Washington
$4.37M -$191K -6,126 -4%
VCM
11
Virtue Capital Management
Tennessee
$3.3M +$70.4K +2,253 +2%
DWS
12
Discipline Wealth Solutions
South Carolina
$2.81M +$2.88M +92,344 New
CIS
13
Continental Investors Services
Washington
$2.56M +$356K +11,396 +16%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.07M +$173K +5,528 +9%
GS
15
GTS Securities
New York
$2.07M +$2.12M +67,833 New
PAG
16
Private Advisor Group
New Jersey
$1.87M -$61.9K -1,983 -3%
PPWM
17
Paragon Private Wealth Management
Kentucky
$1.17M +$830K +26,578 +224%
FIM
18
Freedom Investment Management
Connecticut
$967K -$54.6K -1,750 -5%
MCM
19
M1 Capital Management
Michigan
$960K +$985K +31,531 New
IP
20
Ignite Planners
California
$886K +$299K +9,586 +50%
AI
21
Atria Investments
North Carolina
$787K +$97.6K +3,124 +14%
AIA
22
AssuredPartners Investment Advisors
Florida
$726K +$745K +23,845 New
AFS
23
Axiom Financial Strategies
Indiana
$694K +$2.12K +68 +0.3%
UW
24
Unique Wealth
Florida
$581K +$596K +19,084 New
EAM
25
Empirical Asset Management
Massachusetts
$578K +$263K +8,414 +80%
1
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ZECP Hedge Fund Activity: Q4 2024 in Review

39 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Zacks Earnings Consistent Portfolio ETF (ZECP) for Q4 2024, worth a combined $566M — up 332% 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 $566M of Zacks Earnings Consistent Portfolio ETF stock for Q4 2024, up 332% 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.