GROZ

Zacks Focus Growth ETF
GROZ

Overview Fund Activity

19 hedge funds and large institutions have $12.6M invested in Zacks Focus Growth ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
19
Holders Change
+12
Holders Change %
+171.43%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
4
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CW
CreativeOne Wealth
Kansas
+$3.5M
2
PFG
Prosperity Financial Group
California
+$2.57M
3
Creative Planning
Creative Planning
Kansas
+$1.82M
4
SB
Strategic Blueprint
Georgia
+$562K
5
GWM
GK Wealth Management
Nevada
+$402K

Top Sellers

1
AWM
Axxcess Wealth Management
California
-$167K
2
UBS Group
UBS Group
Switzerland
-$3.23K
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
1
CreativeOne Wealth
Kansas
$3.5M +$3.5M +157,030 New
PFG
2
Prosperity Financial Group
California
$2.57M +$2.57M +115,251 New
Creative Planning
3
Creative Planning
Kansas
$1.82M +$1.82M +81,575 New
SB
4
Strategic Blueprint
Georgia
$1.01M +$562K +25,180 +125%
WF
5
Wayfinding Financial
Washington
$438K – – –
GWM
6
GK Wealth Management
Nevada
$402K +$402K +18,045 New
TPWA
7
TRUE Private Wealth Advisors
Oregon
$377K +$377K +16,906 New
Citadel Advisors
8
Citadel Advisors
Florida
$377K +$377K +16,887 New
CA
9
CoreCap Advisors
Michigan
$327K +$327K +14,652 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$324K +$103K +4,634 +47%
ASN
11
Advisory Services Network
Georgia
$318K +$318K +14,276 New
BWP
12
Balboa Wealth Partners
Arizona
$305K +$104K +4,680 +52%
AWM
13
Axxcess Wealth Management
California
$293K -$167K -7,496 -36%
TC
14
TownSquare Capital
Utah
$293K +$293K +13,117 New
CIS
15
Continental Investors Services
Washington
$220K +$220K +6,005 New
RF
16
Rossby Financial
Florida
$34.6K +$34.6K +1,517 New
RWS
17
Retirement Wealth Solutions
Wisconsin
$3.21K +$1.43K +64 +80%
IA
18
IFP Advisors
Florida
$870 +$870 +39 New
UBS Group
19
UBS Group
Switzerland
$22 -$3.23K -147 -99%