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.
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)
37% more capital invested
Capital invested by funds: $137M → $188M (+$51.1M)
19.44% more ownership
Funds ownership: 67.23% → 86.66% (+19%)
8% more funds holding
Funds holding: 39 → 42 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$38.1M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$4.58M |
| 3 |
MFG
Menard Financial Group
Houston,
Texas
|
+$4.34M |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$3.14M |
| 5 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$1.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$3.34M |
| 2 |
DWS
Discipline Wealth Solutions
Greenville,
South Carolina
|
-$1.06M |
| 3 |
BWP
Balboa Wealth Partners
Scottsdale,
Arizona
|
-$969K |
| 4 |
KWA
Kingswood Wealth Advisors
San Diego,
California
|
-$444K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$404K |
ZECP Hedge Fund Activity: Q1 2025 in Review
42 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in Zacks Earnings Consistent Portfolio ETF (ZECP) for Q1 2025, worth a combined $188M — up 37% from $137M 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, up 37% 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.