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GROZ

Zacks Focus Growth ETF
GROZ

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: 1 → 2 (+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: 39 → 44 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
+$3.89M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.75M
3
GM
GeoWealth Management
Illinois
+$3.44M
4
Goldman Sachs
Goldman Sachs
New York
+$2.53M
5
CIS
Continental Investors Services
Washington
+$2.28M

Top Sellers

Rank Fund Capital Flow
1
CW
CreativeOne Wealth
Kansas
-$2.22M
2
GWM
GK Wealth Management
Nevada
-$541K
3
EV
EJMK Ventures
Illinois
-$354K
4
Citadel Advisors
Citadel Advisors
Florida
-$280K
5
AWA
Arete Wealth Advisors
Illinois
-$262K
Name Holding Trade Value Shares
Change 		Change in
Stake
VFG
26
Victory Financial Group
Texas
$442K -$221K -7,581 -32%
RWM
27
Revisor Wealth Management
Ohio
$424K +$238K +8,169 +113%
AW
28
Alteri Wealth
California
$401K +$1.57K +54 +0.4%
FA
29
Faithward Advisors
Pennsylvania
$353K +$101K +3,483 +37%
SA
30
Sanctuary Advisors
Indiana
$328K +$346K +11,895 New
Creative Planning
31
Creative Planning
Kansas
$310K -$86.1K -2,957 -21%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$307K +$14K +482 +5%
HighTower Advisors
33
HighTower Advisors
Illinois
$304K +$321K +11,034 New
PPWM
34
Paragon Private Wealth Management
Kentucky
$250K +$59K +2,028 +29%
CIA
35
Concurrent Investment Advisors
Florida
$224K +$236K +8,113 New
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$143K +$151K +5,188 New
RF
37
Rossby Financial
Florida
$67.3K -$611 -21 -0.9%
AAP
38
Arax Advisory Partners
Colorado
$36.5K +$12.3K +423 +47%
HI
39
Harbour Investments
Wisconsin
$21.4K +$15.1K +520 +202%
SS
40
Sunbelt Securities
Texas
$13.5K +$14.3K +490 New
CPG
41
Cornerstone Planning Group
New Jersey
$7.33K +$2.27K +78 +49%
IA
42
IFP Advisors
Florida
$662 – – –
AssetMark Inc
43
AssetMark Inc
California
$634 +$669 +23 New
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$358 +$378 +13 New
GWM
45
GK Wealth Management
Nevada
– -$541K -18,150 Closed
Citadel Advisors
46
Citadel Advisors
Florida
– -$280K -9,382 Closed
RWS
47
Retirement Wealth Solutions
Wisconsin
– -$3.67K -123 Closed
1
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GROZ Hedge Fund Activity: Q1 2026 in Review

44 of the 8,127 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.