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GROZ

Zacks Focus Growth ETF
GROZ

39 hedge funds and large institutions have $38.4M invested in Zacks Focus Growth ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 5

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

29% more capital invested

Capital invested by funds: $29.8M → $38.4M (+$8.6M)

22% more funds holding

Funds holding: 32 → 39 (+7)

6.99% less ownership

Funds ownership: 76.53% → 69.54% (-7%)

Holders
39
Holders Change
+7
Holders Change %
+21.88%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
21
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GM
GeoWealth Management
Illinois
+$735K
2
VT
Vise Technologies
New York
+$668K
3
AIM
Advyzon Investment Management
Illinois
+$598K
4
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$496K
5
CA
CoreCap Advisors
Michigan
+$466K

Top Sellers

Rank Fund Capital Flow
1
VBA
von Borstel & Associates
Oregon
-$755K
2
SW
Simplicity Wealth
New Jersey
-$642K
3
FIA
Foundations Investment Advisors
Arizona
-$211K
4
VFG
Victory Financial Group
Texas
-$62.4K
5
TPWA
TRUE Private Wealth Advisors
Oregon
-$50.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
VW
26
Vantus Wealth
Pennsylvania
$394K +$394K +13,217 New
AWM
27
Axxcess Wealth Management
California
$330K -$9.9K -332 -3%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$318K +$8.65K +290 +3%
Citadel Advisors
29
Citadel Advisors
Florida
$280K +$280K +9,382 New
FA
30
Faithward Advisors
Pennsylvania
$277K +$13.3K +446 +5%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$274K +$32K +1,074 +13%
RWM
32
Revisor Wealth Management
Ohio
$215K +$216K +7,228 New
PPWM
33
Paragon Private Wealth Management
Kentucky
$210K +$210K +7,053 New
RF
34
Rossby Financial
Florida
$72.4K +$22.4K +750 +45%
AAP
35
Arax Advisory Partners
Colorado
$26.9K +$26.9K +901 New
HI
36
Harbour Investments
Wisconsin
$7.69K +$5.85K +196 +316%
CPG
37
Cornerstone Planning Group
New Jersey
$4.73K +$4.71K +158 New
RWS
38
Retirement Wealth Solutions
Wisconsin
$3.67K +$149 +5 +4%
IA
39
IFP Advisors
Florida
$715 – – –
VBA
40
von Borstel & Associates
Oregon
– -$755K -24,850 Closed
SW
41
Simplicity Wealth
New Jersey
– -$642K -21,894 Closed
FIA
42
Foundations Investment Advisors
Arizona
– -$211K -7,209 Closed
AF
43
Allworth Financial
California
– -$9.12K -311 Closed
1
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GROZ Hedge Fund Activity: Q4 2025 in Review

39 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Zacks Focus Growth ETF (GROZ) for Q4 2025, worth a combined $38.4M — up 29% from $29.8M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new GROZ positions and 4 closed out — a net gain of 7 holders — while 21 added to existing stakes and 5 trimmed.

The largest buyer was GeoWealth Management, adding an estimated $735K. The largest seller was von Borstel & Associates, exiting entirely with an estimated $755K sold.

  • 39 institutional investors held Zacks Focus Growth ETF (GROZ) as of Q4 2025, up from 32 in Q3 2025.
  • Funds reported $38.4M of Zacks Focus Growth ETF stock for Q4 2025, up 29% quarter-over-quarter.
  • 11 funds opened new Zacks Focus Growth ETF positions in Q4 2025 and 4 closed out, a net change of +7 holders.
  • The largest Zacks Focus Growth ETF buyer in Q4 2025 was GeoWealth Management, an estimated $735K added.
  • The largest Zacks Focus Growth ETF seller in Q4 2025 was von Borstel & Associates, an estimated $755K sold.

Based on aggregated 13F filings for Q4 2025.