We are live on ! Find out more
ZECP icon

Zacks Earnings Consistent Portfolio ETF
ZECP

68 hedge funds and large institutions have $230M invested in Zacks Earnings Consistent Portfolio ETF in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

150% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 14

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

19% more funds holding

Funds holding: 57 → 68 (+11)

16% more capital invested

Capital invested by funds: $198M → $230M (+$32.3M)

1.91% more ownership

Funds ownership: 78.15% → 80.06% (+1.9%)

Holders
68
Holders Change
+11
Holders Change %
+19.3%
% of All Funds
0.83%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
16
Increased
35
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GM
GeoWealth Management
Illinois
+$7.58M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$5.97M
3
CIS
Continental Investors Services
Washington
+$3.26M
4
AIM
Advyzon Investment Management
Illinois
+$1.08M
5
VT
Vise Technologies
New York
+$771K

Top Sellers

1
VBA
von Borstel & Associates
Oregon
-$5.47M
2
Creative Planning
Creative Planning
Kansas
-$2.33M
3
Two Sigma Investments
Two Sigma Investments
New York
-$1.82M
4
FTUS
Flow Traders U.S.
New York
-$545K
5
TPWA
TRUE Private Wealth Advisors
Oregon
-$474K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
51
Security Financial Services
Indiana
$421K +$417K +12,100 New
LA
52
Latitude Advisors
Florida
$412K +$409K +11,862 New
GSIAS
53
Garden State Investment Advisory Services
New Jersey
$379K +$373K +10,826 New
AAP
54
Arax Advisory Partners
Colorado
$361K +$359K +10,394 New
AWM
55
Arista Wealth Management
Nevada
$361K -$43.3K -1,255 -11%
MOS
56
MGO One Seven
Ohio
$253K +$251K +7,288 New
BC
57
BDFS Capital
Delaware
$248K +$244K +7,077 New
O3W
58
Omni 360 Wealth
New Jersey
$212K -$4.52K -131 -2%
FPAS
59
Focus Partners Advisor Solutions
Missouri
$207K +$205K +5,956 New
CA
60
CoreCap Advisors
Michigan
$174K +$170K +4,921 +5,529%
KAS
61
Kestra Advisory Services
Texas
$162K +$161K +4,654 New
HI
62
Harbour Investments
Wisconsin
$121K +$82.6K +2,394 +217%
CPG
63
Cornerstone Planning Group
New Jersey
$63.3K +$61.8K +1,791 New
RWS
64
Retirement Wealth Solutions
Wisconsin
$47.1K +$2.48K +72 +6%
UBS Group
65
UBS Group
Switzerland
$45.6K +$20.4K +590 +82%
IA
66
IFP Advisors
Florida
$9.18K – – –
DFA
67
DHJJ Financial Advisors
Illinois
$1.74K – – –
Morgan Stanley
68
Morgan Stanley
New York
$94 +$34 +1 +100%
VBA
69
von Borstel & Associates
Oregon
– -$5.47M -158,804 Closed
Two Sigma Investments
70
Two Sigma Investments
New York
– -$1.82M -54,110 Closed
FTUS
71
Flow Traders U.S.
New York
– -$545K -16,204 Closed
HF
72
HRT Financial
New York
– -$336K -10,009 Closed
AF
73
Allworth Financial
California
– -$94.1K -2,799 Closed
1 2
3

ZECP Hedge Fund Activity: Q4 2025 in Review

68 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Zacks Earnings Consistent Portfolio ETF (ZECP) for Q4 2025, worth a combined $230M — up 16% from $198M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ZECP positions and 5 closed out — a net gain of 11 holders — while 35 added to existing stakes and 14 trimmed.

The largest buyer was GeoWealth Management, adding an estimated $7.58M. The largest seller was von Borstel & Associates, exiting entirely with an estimated $5.47M sold.

  • 68 institutional investors held Zacks Earnings Consistent Portfolio ETF (ZECP) as of Q4 2025, up from 57 in Q3 2025.
  • Funds reported $230M of Zacks Earnings Consistent Portfolio ETF stock for Q4 2025, up 16% quarter-over-quarter.
  • 16 funds opened new Zacks Earnings Consistent Portfolio ETF positions in Q4 2025 and 5 closed out, a net change of +11 holders.
  • The largest Zacks Earnings Consistent Portfolio ETF buyer in Q4 2025 was GeoWealth Management, an estimated $7.58M added.
  • The largest Zacks Earnings Consistent Portfolio ETF seller in Q4 2025 was von Borstel & Associates, an estimated $5.47M sold.

Based on aggregated 13F filings for Q4 2025.