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Zacks Earnings Consistent Portfolio ETF
ZECP

47 hedge funds and large institutions have $192M invested in Zacks Earnings Consistent Portfolio ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

117% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 12

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

12% more funds holding

Funds holding: 42 → 47 (+5)

2% more capital invested

Capital invested by funds: $188M → $192M (+$3.88M)

9.76% less ownership

Funds ownership: 86.66% → 76.9% (-9.8%)

Holders
47
Holders Change
+5
Holders Change %
+11.9%
% of All Funds
0.62%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
8
Increased
26
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NWM
Navigation Wealth Management
Colorado
+$3.73M
2
CW
CreativeOne Wealth
Kansas
+$2.79M
3
ASN
Advisory Services Network
Georgia
+$2.76M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.62M
5
AIM
Advyzon Investment Management
Illinois
+$1.38M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$24.6M
2
AWA
Arete Wealth Advisors
Illinois
-$2.65M
3
SW
Simplicity Wealth
New Jersey
-$1.86M
4
SB
Strategic Blueprint
Georgia
-$640K
5
GS
GTS Securities
New York
-$626K
Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
26
Freedom Investment Management
Connecticut
$1.17M -$392 -13 -0%
UW
27
Unique Wealth
Florida
$1.06M +$164K +5,456 +20%
AI
28
Atria Investments
North Carolina
$837K -$16.4K -545 -2%
Two Sigma Investments
29
Two Sigma Investments
New York
$820K +$775K +25,700 New
Koshinski Asset Management
30
Koshinski Asset Management
Illinois
$815K +$65.8K +2,182 +9%
AFS
31
Axiom Financial Strategies
Indiana
$717K -$16.4K -545 -2%
EAM
32
Empirical Asset Management
Massachusetts
$664K +$37.9K +1,256 +6%
IFG
33
Independent Financial Group
California
$651K +$206K +6,850 +51%
RF
34
Rossby Financial
Florida
$615K -$2.05K -68 -0.4%
Goldman Sachs
35
Goldman Sachs
New York
$611K +$577K +19,146 New
LPL Financial
36
LPL Financial
California
$541K +$71K +2,356 +16%
PCS
37
Private Client Services
Kentucky
$507K +$479K +15,900 New
EFG
38
Ethos Financial Group
Pennsylvania
$467K +$151 +5 +0%
AWM
39
Arista Wealth Management
Nevada
$401K +$379K +12,580 New
OBWG
40
Onyx Bridge Wealth Group
New York
$379K +$3.68K +122 +1%
AIA
41
AssuredPartners Investment Advisors
Florida
$377K -$211 -7 -0.1%
IWM
42
IHT Wealth Management
Illinois
$360K +$31.4K +1,042 +10%
RWS
43
Retirement Wealth Solutions
Wisconsin
$41K +$2.71K +90 +8%
AAS
44
Ameritas Advisory Services
Nebraska
$38.6K +$36.4K +1,209 New
IA
45
IFP Advisors
Florida
$17.8K -$60 -2 -0.4%
HI
46
Harbour Investments
Wisconsin
$12.8K – – –
DFA
47
DHJJ Financial Advisors
Illinois
$1.6K +$754 +25 +100%
SW
48
Simplicity Wealth
New Jersey
– -$1.86M -61,750 Closed
GVAG
49
Great Valley Advisor Group
Delaware
– -$574K -19,077 Closed
1
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ZECP Hedge Fund Activity: Q2 2025 in Review

47 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Zacks Earnings Consistent Portfolio ETF (ZECP) for Q2 2025, worth a combined $192M — up 2.1% from $188M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ZECP positions and 2 closed out — a net gain of 6 holders — while 26 added to existing stakes and 12 trimmed.

The largest buyer was Navigation Wealth Management, adding an estimated $3.73M. The largest seller was Creative Planning, cutting an estimated $24.6M.

  • 47 institutional investors held Zacks Earnings Consistent Portfolio ETF (ZECP) as of Q2 2025, up from 42 in Q1 2025.
  • Funds reported $192M of Zacks Earnings Consistent Portfolio ETF stock for Q2 2025, up 2.1% quarter-over-quarter.
  • 8 funds opened new Zacks Earnings Consistent Portfolio ETF positions in Q2 2025 and 2 closed out, a net change of +6 holders.
  • The largest Zacks Earnings Consistent Portfolio ETF buyer in Q2 2025 was Navigation Wealth Management, an estimated $3.73M added.
  • The largest Zacks Earnings Consistent Portfolio ETF seller in Q2 2025 was Creative Planning, an estimated $24.6M sold.

Based on aggregated 13F filings for Q2 2025.