Zacks Focus Growth ETF
GROZ
7 hedge funds and large institutions have $1.97M invested in Zacks Focus Growth ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
53.02% more ownership
Funds ownership: 0% → 53.02% (+53%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$524K |
| 2 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$510K |
| 3 |
WF
Wayfinding Financial
Lynnwood,
Washington
|
+$500K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$251K |
| 5 |
BWP
Balboa Wealth Partners
Scottsdale,
Arizona
|
+$228K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
Axxcess Wealth Management
Carlsbad,
California
| $511K | +$524K | +20,632 | New |
|
|
SB
2
Strategic Blueprint
Atlanta,
Georgia
| $498K | +$510K | +20,100 | New |
|
|
WF
3
Wayfinding Financial
Lynnwood,
Washington
| $487K | +$500K | +19,677 | New |
|
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $245K | +$251K | +9,895 | New |
|
|
BWP
5
Balboa Wealth Partners
Scottsdale,
Arizona
| $223K | +$228K | +8,996 | New |
|
6
UBS Group
Zurich,
Switzerland
| $3.67K | +$3.76K | +148 | New |
|
|
RWS
7
Retirement Wealth Solutions
Marshfield,
Wisconsin
| $1.97K | +$2.03K | +80 | New |
|
GROZ Hedge Fund Activity: Q4 2024 in Review
7 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Zacks Focus Growth ETF (GROZ) for Q4 2024, worth a combined $1.97M.
Buyers outnumbered sellers: 7 funds opened new GROZ positions and 0 closed out — a net gain of 7 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Axxcess Wealth Management, opening a new position worth an estimated $524K.
- 7 institutional investors held Zacks Focus Growth ETF (GROZ) as of Q4 2024, up from 0 in Q3 2024.
- Funds reported $1.97M of Zacks Focus Growth ETF stock for Q4 2024.
- 7 funds opened new Zacks Focus Growth ETF positions in Q4 2024 and 0 closed out, a net change of +7 holders.
- The largest Zacks Focus Growth ETF buyer in Q4 2024 was Axxcess Wealth Management, an estimated $524K added.
Based on aggregated 13F filings for Q4 2024.