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Zacks Earnings Consistent Portfolio ETF
ZECP

Overview Fund Activity

46 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, 25 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+5
Holders Change %
+12.2%
% 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
25
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NWM
Navigation Wealth Management
Colorado
$4.9M
2
ASN
Advisory Services Network
Georgia
$39.7M
3
CW
CreativeOne Wealth
Kansas
$14.5M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.72M
5
AIM
Advyzon Investment Management
Illinois
$1.46M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
$13.1M
2
AWA
Arete Wealth Advisors
Illinois
$7.13M
3
SW
Simplicity Wealth
New Jersey
$0
4
SB
Strategic Blueprint
Georgia
$5.16M
5
GS
GTS Securities
New York
$1.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
1
Menard Financial Group
Texas
$42.3M +$711K +22,276 +2%
ASN
2
Advisory Services Network
Georgia
$39.7M +$2.97M +91,685 +8%
CW
3
CreativeOne Wealth
Kansas
$14.5M +$2.96M +92,725 +26%
Creative Planning
4
Creative Planning
Kansas
$13.1M -$26.1M -817,621 -66%
TPWA
5
TRUE Private Wealth Advisors
Oregon
$8.71M +$1.21M +37,916 +16%
AWA
6
Arete Wealth Advisors
Illinois
$7.13M -$2.8M -87,890 -28%
AWM
7
Axxcess Wealth Management
California
$5.62M +$33.3K +1,043 +0.6%
WF
8
Wayfinding Financial
Washington
$5.22M +$717K +22,018 +16%
BWP
9
Balboa Wealth Partners
Arizona
$5.16M +$599K +18,772 +13%
SB
10
Strategic Blueprint
Georgia
$5.16M -$677K -21,228 -12%
NWM
11
Navigation Wealth Management
Colorado
$4.9M +$3.95M +123,856 +416%
CIS
12
Continental Investors Services
Washington
$3.9M +$528K +16,482 +16%
VCM
13
Virtue Capital Management
Tennessee
$3.76M +$230K +7,220 +7%
MCM
14
M1 Capital Management
Michigan
$2.83M +$1.09M +34,046 +62%
PPWM
15
Paragon Private Wealth Management
Kentucky
$2.42M +$404K +12,660 +20%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.1M +$13.9K +436 +0.7%
PAG
17
Private Advisor Group
New Jersey
$2M -$36.2K -1,135 -2%
DWS
18
Discipline Wealth Solutions
South Carolina
$1.81M -$36.7K -1,150 -2%
IP
19
Ignite Planners
California
$1.79M +$86.5K +2,687 +5%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.72M +$1.72M +53,798 New
AW
21
Alteri Wealth
California
$1.6M +$905K +28,347 +131%
CFG
22
Carter Financial Group
Illinois
$1.49M +$1.49M +46,556 New
AIM
23
Advyzon Investment Management
Illinois
$1.46M +$1.46M +45,872 New
GM
24
GeoWealth Management
Illinois
$1.39M +$1.07M +33,554 +337%
GS
25
GTS Securities
New York
$1.24M -$663K -20,773 -35%
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