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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
47
Holders Change
+5
Holders Change %
+11.9%
% of All Funds
0.62%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
8
Increased
26
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NWM
Navigation Wealth Management
Colorado
+$3.73M
2
CW
CreativeOne Wealth
Kansas
+$2.79M
3
ASN
Advisory Services Network
Georgia
+$2.76M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.62M
5
AIM
Advyzon Investment Management
Illinois
+$1.38M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$24.6M
2
AWA
Arete Wealth Advisors
Illinois
-$2.65M
3
SW
Simplicity Wealth
New Jersey
-$1.86M
4
SB
Strategic Blueprint
Georgia
-$640K
5
GS
GTS Securities
New York
-$626K
Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
1
Menard Financial Group
Texas
$42.3M +$671K +22,276 +2%
ASN
2
Advisory Services Network
Georgia
$39.7M +$2.76M +91,685 +8%
CW
3
CreativeOne Wealth
Kansas
$14.5M +$2.79M +92,725 +26%
Creative Planning
4
Creative Planning
Kansas
$13.1M -$24.6M -817,621 -66%
TPWA
5
TRUE Private Wealth Advisors
Oregon
$8.71M +$1.14M +37,916 +16%
AWA
6
Arete Wealth Advisors
Illinois
$7.13M -$2.65M -87,890 -28%
AWM
7
Axxcess Wealth Management
California
$5.62M +$31.4K +1,043 +0.6%
WF
8
Wayfinding Financial
Washington
$5.21M +$664K +22,018 +16%
BWP
9
Balboa Wealth Partners
Arizona
$5.16M +$566K +18,772 +13%
SB
10
Strategic Blueprint
Georgia
$5.16M -$640K -21,228 -12%
NWM
11
Navigation Wealth Management
Colorado
$4.9M +$3.73M +123,856 +416%
CIS
12
Continental Investors Services
Washington
$3.9M +$497K +16,482 +16%
VCM
13
Virtue Capital Management
Tennessee
$3.76M +$218K +7,220 +7%
MCM
14
M1 Capital Management
Michigan
$2.83M +$1.03M +34,046 +62%
PPWM
15
Paragon Private Wealth Management
Kentucky
$2.42M +$382K +12,660 +20%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.1M +$13.1K +436 +0.7%
PAG
17
Private Advisor Group
New Jersey
$2M -$34.2K -1,135 -2%
DWS
18
Discipline Wealth Solutions
South Carolina
$1.81M -$34.7K -1,150 -2%
IP
19
Ignite Planners
California
$1.79M +$81K +2,687 +5%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.72M +$1.62M +53,798 New
AW
21
Alteri Wealth
California
$1.6M +$854K +28,347 +131%
CFG
22
Carter Financial Group
Illinois
$1.49M +$1.4M +46,556 New
AIM
23
Advyzon Investment Management
Illinois
$1.46M +$1.38M +45,872 New
GM
24
GeoWealth Management
Illinois
$1.39M +$1.01M +33,554 +337%
GS
25
GTS Securities
New York
$1.24M -$626K -20,773 -35%
1
2

ZECP Hedge Fund Activity: Q2 2025 in Review

47 of the 7,595 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.