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Zacks Earnings Consistent Portfolio ETF
ZECP

57 hedge funds and large institutions have $198M invested in Zacks Earnings Consistent Portfolio ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

35% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 17

21% more funds holding

Funds holding: 47 → 57 (+10)

1.25% more ownership

Funds ownership: 76.9% → 78.15% (+1.2%)

3% more capital invested

Capital invested by funds: $192M → $198M (+$5.8M)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
57
Holders Change
+10
Holders Change %
+21.28%
% of All Funds
0.75%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
15
Increased
23
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VBA
von Borstel & Associates
Oregon
+$5.2M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$2.82M
3
GM
GeoWealth Management
Illinois
+$2.6M
4
SW
Simplicity Wealth
New Jersey
+$1.93M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.72M

Top Sellers

1
MFG
Menard Financial Group
Texas
-$17.2M
2
Creative Planning
Creative Planning
Kansas
-$7.91M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.49M
4
AWM
Axxcess Wealth Management
California
-$1.17M
5
FIM
Freedom Investment Management
Connecticut
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Investments
26
Two Sigma Investments
New York
$1.82M +$930K +28,410 +111%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.77M +$1.72M +52,673 New
CFG
28
Carter Financial Group
Illinois
$1.52M -$40.3K -1,231 -3%
GS
29
GTS Securities
New York
$1.43M +$128K +3,903 +10%
FA
30
Faithward Advisors
Pennsylvania
$1.37M +$1.33M +40,699 New
UW
31
Unique Wealth
Florida
$1.13M +$5.63K +172 +0.5%
VFG
32
Victory Financial Group
Texas
$925K +$901K +27,522 New
AI
33
Atria Investments
North Carolina
$820K -$60K -1,834 -7%
SF
34
Summit Financial
New Jersey
$750K +$731K +22,321 New
LPL Financial
35
LPL Financial
California
$713K +$139K +4,244 +25%
EAM
36
Empirical Asset Management
Massachusetts
$708K +$8.64K +264 +1%
AFS
37
Axiom Financial Strategies
Indiana
$702K -$52.3K -1,599 -7%
IFG
38
Independent Financial Group
California
$685K – – –
RF
39
Rossby Financial
Florida
$662K +$10.7K +327 +2%
APW
40
Axim Planning & Wealth
Ohio
$641K +$624K +19,052 New
FTUS
41
Flow Traders U.S.
New York
$545K +$530K +16,204 New
EFG
42
Ethos Financial Group
Pennsylvania
$452K -$38.5K -1,176 -8%
OBWG
43
Onyx Bridge Wealth Group
New York
$426K +$26.2K +801 +7%
AWM
44
Arista Wealth Management
Nevada
$391K -$31.2K -952 -8%
IWM
45
IHT Wealth Management
Illinois
$370K -$8.9K -272 -2%
HF
46
HRT Financial
New York
$336K +$328K +10,009 New
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$275K -$1.49M -45,616 -85%
Citadel Advisors
48
Citadel Advisors
Florida
$246K +$239K +7,311 New
O3W
49
Omni 360 Wealth
New Jersey
$205K +$199K +6,087 New
AF
50
Allworth Financial
California
$94.1K +$91.6K +2,799 New
1
2
3

ZECP Hedge Fund Activity: Q3 2025 in Review

57 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Zacks Earnings Consistent Portfolio ETF (ZECP) for Q3 2025, worth a combined $198M — up 3% from $192M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ZECP positions and 5 closed out — a net gain of 10 holders — while 23 added to existing stakes and 17 trimmed.

The largest buyer was von Borstel & Associates, opening a new position worth an estimated $5.2M. The largest seller was Menard Financial Group, cutting an estimated $17.2M.

  • 57 institutional investors held Zacks Earnings Consistent Portfolio ETF (ZECP) as of Q3 2025, up from 47 in Q2 2025.
  • Funds reported $198M of Zacks Earnings Consistent Portfolio ETF stock for Q3 2025, up 3% quarter-over-quarter.
  • 15 funds opened new Zacks Earnings Consistent Portfolio ETF positions in Q3 2025 and 5 closed out, a net change of +10 holders.
  • The largest Zacks Earnings Consistent Portfolio ETF buyer in Q3 2025 was von Borstel & Associates, an estimated $5.2M added.
  • The largest Zacks Earnings Consistent Portfolio ETF seller in Q3 2025 was Menard Financial Group, an estimated $17.2M sold.

Based on aggregated 13F filings for Q3 2025.