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.
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)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RWS
51
Retirement Wealth Solutions
Marshfield,
Wisconsin
| $43.1K | -$65 | -2 | -0.2% |
|
|
HI
52
Harbour Investments
Madison,
Wisconsin
| $37K | +$22.9K | +701 | +175% |
|
53
UBS Group
Zurich,
Switzerland
| $24.2K | +$23.6K | +721 | New |
|
|
IA
54
IFP Advisors
Tampa,
Florida
| $8.88K | -$9.62K | -294 | -53% |
|
|
CA
55
CoreCap Advisors
Southfield,
Michigan
| $2.99K | +$2.91K | +89 | New |
|
|
DFA
56
DHJJ Financial Advisors
Naperville,
Illinois
| $1.68K | – | – | – |
|
57
Morgan Stanley
New York
| $57 | +$33 | +1 | New |
|
|
FIM
58
Freedom Investment Management
Hartford,
Connecticut
| – | -$1.17M | -36,790 | Closed |
|
59
Goldman Sachs
New York
| – | -$611K | -19,146 | Closed |
|
|
PCS
60
Private Client Services
Louisville,
Kentucky
| – | -$507K | -15,900 | Closed |
|
|
AIA
61
AssuredPartners Investment Advisors
Tampa,
Florida
| – | -$377K | -11,802 | Closed |
|
|
AAS
62
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$38.6K | -1,209 | Closed |
|
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.