Zacks Earnings Consistent Portfolio ETF
ZECP
47 hedge funds and large institutions have $192M invested in Zacks Earnings Consistent Portfolio ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
117% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 12
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
12% more funds holding
Funds holding: 42 → 47 (+5)
2% more capital invested
Capital invested by funds: $188M → $192M (+$3.88M)
9.76% less ownership
Funds ownership: 86.66% → 76.9% (-9.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NWM
Navigation Wealth Management
Fort Collins,
Colorado
|
+$3.73M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$2.79M |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$2.76M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.62M |
| 5 |
AIM
Advyzon Investment Management
Lisle,
Illinois
|
+$1.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$24.6M |
| 2 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$2.65M |
| 3 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$1.86M |
| 4 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
-$640K |
| 5 |
GS
GTS Securities
Miami,
Florida
|
-$626K |
ZECP Hedge Fund Activity: Q2 2025 in Review
47 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in Zacks Earnings Consistent Portfolio ETF (ZECP) for Q2 2025, worth a combined $192M — up 2.1% from $188M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new ZECP positions and 2 closed out — a net gain of 6 holders — while 26 added to existing stakes and 12 trimmed.
The largest buyer was Navigation Wealth Management, adding an estimated $3.73M. The largest seller was Creative Planning, cutting an estimated $24.6M.
- 47 institutional investors held Zacks Earnings Consistent Portfolio ETF (ZECP) as of Q2 2025, up from 42 in Q1 2025.
- Funds reported $192M of Zacks Earnings Consistent Portfolio ETF stock for Q2 2025, up 2.1% quarter-over-quarter.
- 8 funds opened new Zacks Earnings Consistent Portfolio ETF positions in Q2 2025 and 2 closed out, a net change of +6 holders.
- The largest Zacks Earnings Consistent Portfolio ETF buyer in Q2 2025 was Navigation Wealth Management, an estimated $3.73M added.
- The largest Zacks Earnings Consistent Portfolio ETF seller in Q2 2025 was Creative Planning, an estimated $24.6M sold.
Based on aggregated 13F filings for Q2 2025.