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Zacks Earnings Consistent Portfolio ETF
ZECP

57 hedge funds and large institutions have $198M invested in Zacks Earnings Consistent Portfolio ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

35% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 17

21% more funds holding

Funds holding: 47 → 57 (+10)

1.25% more ownership

Funds ownership: 76.9% → 78.15% (+1.2%)

3% more capital invested

Capital invested by funds: $192M → $198M (+$5.8M)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
57
Holders Change
+10
Holders Change %
+21.28%
% of All Funds
0.75%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
15
Increased
23
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VBA
von Borstel & Associates
Oregon
+$5.2M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$2.82M
3
GM
GeoWealth Management
Illinois
+$2.6M
4
SW
Simplicity Wealth
New Jersey
+$1.93M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.72M

Top Sellers

1
MFG
Menard Financial Group
Texas
-$17.2M
2
Creative Planning
Creative Planning
Kansas
-$7.91M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.49M
4
AWM
Axxcess Wealth Management
California
-$1.17M
5
FIM
Freedom Investment Management
Connecticut
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
1
Advisory Services Network
Georgia
$42.7M +$1.39M +42,427 +3%
MFG
2
Menard Financial Group
Texas
$26.9M -$17.2M -526,635 -40%
CW
3
CreativeOne Wealth
Kansas
$15.7M +$436K +13,325 +3%
TPWA
4
TRUE Private Wealth Advisors
Oregon
$8.99M -$179K -5,477 -2%
AWA
5
Arete Wealth Advisors
Illinois
$7.71M +$193K +5,905 +3%
CIS
6
Continental Investors Services
Washington
$5.77M +$1.61M +49,042 +40%
Creative Planning
7
Creative Planning
Kansas
$5.73M -$7.91M -241,729 -59%
SB
8
Strategic Blueprint
Georgia
$5.7M +$264K +8,063 +5%
VBA
9
von Borstel & Associates
Oregon
$5.47M +$5.2M +158,804 New
WF
10
Wayfinding Financial
Washington
$5.39M +$6.02K +184 +0.1%
NWM
11
Navigation Wealth Management
Colorado
$5.04M -$119K -3,623 -2%
BWP
12
Balboa Wealth Partners
Arizona
$4.89M -$534K -16,303 -10%
AWM
13
Axxcess Wealth Management
California
$4.72M -$1.17M -35,887 -20%
MCM
14
M1 Capital Management
Michigan
$4.69M +$1.66M +50,835 +57%
VCM
15
Virtue Capital Management
Tennessee
$4.29M +$325K +9,924 +8%
GM
16
GeoWealth Management
Illinois
$4.13M +$2.6M +79,426 +183%
Koshinski Asset Management
17
Koshinski Asset Management
Illinois
$3.76M +$2.82M +86,287 +338%
AW
18
Alteri Wealth
California
$2.56M +$854K +26,101 +52%
PPWM
19
Paragon Private Wealth Management
Kentucky
$2.34M -$202K -6,185 -8%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.15M -$56.9K -1,738 -3%
PAG
21
Private Advisor Group
New Jersey
$2.15M +$37.9K +1,159 +2%
AIM
22
Advyzon Investment Management
Illinois
$2.09M +$535K +16,338 +36%
IP
23
Ignite Planners
California
$2.04M +$164K +5,017 +9%
SW
24
Simplicity Wealth
New Jersey
$1.98M +$1.93M +58,834 New
DWS
25
Discipline Wealth Solutions
South Carolina
$1.97M +$60.8K +1,858 +3%
1
2 3

ZECP Hedge Fund Activity: Q3 2025 in Review

57 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Zacks Earnings Consistent Portfolio ETF (ZECP) for Q3 2025, worth a combined $198M — up 3% from $192M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ZECP positions and 5 closed out — a net gain of 10 holders — while 23 added to existing stakes and 17 trimmed.

The largest buyer was von Borstel & Associates, opening a new position worth an estimated $5.2M. The largest seller was Menard Financial Group, cutting an estimated $17.2M.

  • 57 institutional investors held Zacks Earnings Consistent Portfolio ETF (ZECP) as of Q3 2025, up from 47 in Q2 2025.
  • Funds reported $198M of Zacks Earnings Consistent Portfolio ETF stock for Q3 2025, up 3% quarter-over-quarter.
  • 15 funds opened new Zacks Earnings Consistent Portfolio ETF positions in Q3 2025 and 5 closed out, a net change of +10 holders.
  • The largest Zacks Earnings Consistent Portfolio ETF buyer in Q3 2025 was von Borstel & Associates, an estimated $5.2M added.
  • The largest Zacks Earnings Consistent Portfolio ETF seller in Q3 2025 was Menard Financial Group, an estimated $17.2M sold.

Based on aggregated 13F filings for Q3 2025.