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GROZ

Zacks Focus Growth ETF

44 hedge funds and large institutions have $51.4M invested in Zacks Focus Growth ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 8

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

34% more capital invested

Capital invested by funds: $38.4M → $51.4M (+$13M)

16.36% more ownership

Funds ownership: 69.54%85.9% (+16%)

13% more funds holding

Funds holding: 3944 (+5)

Holders
44
Holders Change
+5
Holders Change %
+12.82%
% of All Funds
0.54%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
9
Increased
25
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
1
CreativeOne Wealth
Kansas
$6.2M -$2.22M -76,335 -25%
GM
2
GeoWealth Management
Illinois
$4.53M +$3.44M +118,093 +255%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.99M +$3.75M +128,938 +812%
Truist Financial
4
Truist Financial
North Carolina
$3.68M +$3.89M +133,537 New
AWA
5
Arete Wealth Advisors
Illinois
$3.6M -$262K -8,992 -6%
PFG
6
Prosperity Financial Group
California
$3.53M -$144K -4,961 -4%
CIS
7
Continental Investors Services
Washington
$3.27M +$2.28M +78,339 +314%
Goldman Sachs
8
Goldman Sachs
New York
$2.39M +$2.53M +86,759 New
SFG
9
Strive Financial Group
Indiana
$2.25M +$209K +7,170 +10%
SB
10
Strategic Blueprint
Georgia
$1.97M +$165K +5,667 +9%
MCM
11
M1 Capital Management
Michigan
$1.55M +$141K +4,855 +9%
AWM
12
Axxcess Wealth Management
California
$1.34M +$1.09M +37,492 +338%
CA
13
CoreCap Advisors
Michigan
$1.28M +$259K +8,882 +24%
ASN
14
Advisory Services Network
Georgia
$941K +$538K +18,475 +118%
APW
15
Axim Planning & Wealth
Ohio
$905K +$101K +3,484 +12%
Koshinski Asset Management
16
Koshinski Asset Management
Illinois
$900K +$202K +6,932 +27%
AIM
17
Advyzon Investment Management
Illinois
$720K +$177K +6,072 +30%
WF
18
Wayfinding Financial
Washington
$670K -$14.9K -511 -2%
VT
19
Vise Technologies
New York
$668K
HCA
20
Hardworking Capital Advisors
California
$637K +$19.6K +672 +3%
EV
21
EJMK Ventures
Illinois
$598K -$354K -12,151 -36%
TPWA
22
TRUE Private Wealth Advisors
Oregon
$597K +$25.7K +883 +4%
BWP
23
Balboa Wealth Partners
Arizona
$580K +$207K +7,126 +51%
NWM
24
Navigation Wealth Management
Colorado
$502K +$58.8K +2,021 +12%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$454K +$212K +7,273 +79%

GROZ Hedge Fund Activity: Q1 2026 in Review

44 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Zacks Focus Growth ETF (GROZ) for Q1 2026, worth a combined $51.4M — up 34% from $38.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new GROZ positions and 3 closed out — a net gain of 6 holders — while 25 added to existing stakes and 8 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $3.89M. The largest seller was CreativeOne Wealth, cutting an estimated $2.22M.

  • 44 institutional investors held Zacks Focus Growth ETF (GROZ) as of Q1 2026, up from 39 in Q4 2025.
  • Funds reported $51.4M of Zacks Focus Growth ETF stock for Q1 2026, up 34% quarter-over-quarter.
  • 9 funds opened new Zacks Focus Growth ETF positions in Q1 2026 and 3 closed out, a net change of +6 holders.
  • The largest Zacks Focus Growth ETF buyer in Q1 2026 was Truist Financial, an estimated $3.89M added.
  • The largest Zacks Focus Growth ETF seller in Q1 2026 was CreativeOne Wealth, an estimated $2.22M sold.

Based on aggregated 13F filings for Q1 2026.