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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.

New
Increased
Maintained
Reduced
Closed

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)

19.44% more ownership

Funds ownership: 67.23% → 86.66% (+19%)

8% more funds holding

Funds holding: 39 → 42 (+3)

67% less capital invested

Capital invested by funds: $566M → $188M (-$377M)

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.56%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
8
Increased
23
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$38.1M
2
CW
CreativeOne Wealth
Kansas
+$4.58M
3
MFG
Menard Financial Group
Texas
+$4.34M
4
ASN
Advisory Services Network
Georgia
+$3.14M
5
SW
Simplicity Wealth
New Jersey
+$1.91M

Top Sellers

1
AWM
Axxcess Wealth Management
California
-$3.34M
2
DWS
Discipline Wealth Solutions
South Carolina
-$1.06M
3
BWP
Balboa Wealth Partners
Arizona
-$969K
4
KWA
Kingswood Wealth Advisors
California
-$444K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$404K
Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
1
Menard Financial Group
Texas
$39M +$4.34M +140,315 +12%
Creative Planning
2
Creative Planning
Kansas
$37M +$38.1M +1,229,669 New
ASN
3
Advisory Services Network
Georgia
$34.2M +$3.14M +101,307 +10%
CW
4
CreativeOne Wealth
Kansas
$10.9M +$4.58M +148,071 +69%
AWA
5
Arete Wealth Advisors
Illinois
$9.36M +$321K +10,372 +3%
TPWA
6
TRUE Private Wealth Advisors
Oregon
$7.07M +$1.66M +53,782 +30%
SB
7
Strategic Blueprint
Georgia
$5.5M +$204K +6,577 +4%
AWM
8
Axxcess Wealth Management
California
$5.27M -$3.34M -107,919 -38%
BWP
9
Balboa Wealth Partners
Arizona
$4.3M -$969K -31,320 -18%
WF
10
Wayfinding Financial
Washington
$4.16M -$132K -4,261 -3%
VCM
11
Virtue Capital Management
Tennessee
$3.33M +$62.1K +2,005 +2%
CIS
12
Continental Investors Services
Washington
$3.16M +$684K +22,086 +27%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.97M -$76.5K -2,473 -4%
PAG
14
Private Advisor Group
New Jersey
$1.92M +$75.6K +2,442 +4%
PPWM
15
Paragon Private Wealth Management
Kentucky
$1.9M +$761K +24,574 +64%
SW
16
Simplicity Wealth
New Jersey
$1.86M +$1.91M +61,750 New
GS
17
GTS Securities
New York
$1.79M -$258K -8,347 -12%
DWS
18
Discipline Wealth Solutions
South Carolina
$1.74M -$1.06M -34,380 -37%
MCM
19
M1 Capital Management
Michigan
$1.65M +$718K +23,197 +74%
IP
20
Ignite Planners
California
$1.57M +$741K +23,958 +83%
FIM
21
Freedom Investment Management
Connecticut
$1.11M +$157K +5,067 +16%
NWM
22
Navigation Wealth Management
Colorado
$897K +$921K +29,762 New
UW
23
Unique Wealth
Florida
$839K +$273K +8,808 +46%
AI
24
Atria Investments
North Carolina
$806K +$28.9K +933 +4%
Koshinski Asset Management
25
Koshinski Asset Management
Illinois
$703K +$287K +9,280 +66%
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ZECP Hedge Fund Activity: Q1 2025 in Review

42 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Zacks Earnings Consistent Portfolio ETF (ZECP) for Q1 2025, worth a combined $188M — down 67% from $566M 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, down 67% 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.