We are live on ! Find out more
ZECP icon

Zacks Earnings Consistent Portfolio ETF
ZECP

42 hedge funds and large institutions have $188M invested in Zacks Earnings Consistent Portfolio ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 8

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

19.44% more ownership

Funds ownership: 67.23% → 86.66% (+19%)

8% more funds holding

Funds holding: 39 → 42 (+3)

67% less capital invested

Capital invested by funds: $566M → $188M (-$377M)

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.56%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
8
Increased
23
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$38.1M
2
CW
CreativeOne Wealth
Kansas
+$4.58M
3
MFG
Menard Financial Group
Texas
+$4.34M
4
ASN
Advisory Services Network
Georgia
+$3.14M
5
SW
Simplicity Wealth
New Jersey
+$1.91M

Top Sellers

1
AWM
Axxcess Wealth Management
California
-$3.34M
2
DWS
Discipline Wealth Solutions
South Carolina
-$1.06M
3
BWP
Balboa Wealth Partners
Arizona
-$969K
4
KWA
Kingswood Wealth Advisors
California
-$444K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$404K
Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
26
Axiom Financial Strategies
Indiana
$693K +$7.24K +234 +1%
AW
27
Alteri Wealth
California
$653K +$672K +21,698 New
EAM
28
Empirical Asset Management
Massachusetts
$588K +$18K +583 +3%
GVAG
29
Great Valley Advisor Group
Delaware
$574K +$590K +19,077 New
RF
30
Rossby Financial
Florida
$569K +$599K +19,353 New
HWP
31
Heritage Wealth Partners
Ohio
$549K +$123K +3,979 +28%
EFG
32
Ethos Financial Group
Pennsylvania
$448K – – –
LPL Financial
33
LPL Financial
California
$439K -$52.7K -1,702 -10%
IFG
34
Independent Financial Group
California
$407K +$154K +4,989 +58%
AIA
35
AssuredPartners Investment Advisors
Florida
$355K -$373K -12,036 -50%
OBWG
36
Onyx Bridge Wealth Group
New York
$354K +$57.8K +1,868 +19%
IWM
37
IHT Wealth Management
Illinois
$308K +$317K +10,238 New
GM
38
GeoWealth Management
Illinois
$299K +$308K +9,949 New
RWS
39
Retirement Wealth Solutions
Wisconsin
$36K +$2.32K +75 +7%
IA
40
IFP Advisors
Florida
$16.8K +$12.6K +406 +264%
HI
41
Harbour Investments
Wisconsin
$12K – – –
DFA
42
DHJJ Financial Advisors
Illinois
$753 – – –
KWA
43
Kingswood Wealth Advisors
California
– -$444K -14,568 Closed
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
– -$404K -13,251 Closed
RCM
45
Raleigh Capital Management
North Carolina
– -$73.1K -2,401 Closed
UBS Group
46
UBS Group
Switzerland
– -$38.5K -1,265 Closed
AWM
47
Avior Wealth Management
Nebraska
– -$23.9K -786 Closed
1
2

ZECP Hedge Fund Activity: Q1 2025 in Review

42 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Zacks Earnings Consistent Portfolio ETF (ZECP) for Q1 2025, worth a combined $188M — down 67% from $566M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ZECP positions and 5 closed out — a net gain of 3 holders — while 23 added to existing stakes and 8 trimmed.

The largest buyer was Creative Planning, opening a new position worth an estimated $38.1M. The largest seller was Axxcess Wealth Management, cutting an estimated $3.34M.

  • 42 institutional investors held Zacks Earnings Consistent Portfolio ETF (ZECP) as of Q1 2025, up from 39 in Q4 2024.
  • Funds reported $188M of Zacks Earnings Consistent Portfolio ETF stock for Q1 2025, down 67% quarter-over-quarter.
  • 8 funds opened new Zacks Earnings Consistent Portfolio ETF positions in Q1 2025 and 5 closed out, a net change of +3 holders.
  • The largest Zacks Earnings Consistent Portfolio ETF buyer in Q1 2025 was Creative Planning, an estimated $38.1M added.
  • The largest Zacks Earnings Consistent Portfolio ETF seller in Q1 2025 was Axxcess Wealth Management, an estimated $3.34M sold.

Based on aggregated 13F filings for Q1 2025.