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GROZ

Zacks Focus Growth ETF
GROZ

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

540% more capital invested

Capital invested by funds: $1.97M → $12.6M (+$10.6M)

171% more funds holding

Funds holding: 7 → 19 (+12)

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

21.88% more ownership

Funds ownership: 53.02% → 74.9% (+22%)

Holders
19
Holders Change
+12
Holders Change %
+171.43%
% of All Funds
0.25%
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

Rank Fund Capital Flow
1
CW
CreativeOne Wealth
Kansas
+$3.82M
2
PFG
Prosperity Financial Group
California
+$2.81M
3
Creative Planning
Creative Planning
Kansas
+$1.99M
4
SB
Strategic Blueprint
Georgia
+$613K
5
GWM
GK Wealth Management
Nevada
+$439K

Top Sellers

Rank Fund Capital Flow
1
AWM
Axxcess Wealth Management
California
-$183K
2
UBS Group
UBS Group
Switzerland
-$3.58K
Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1
CreativeOne Wealth
Kansas
$3.5M +$3.82M +157,030 New
PFG
2
Prosperity Financial Group
California
$2.57M +$2.81M +115,251 New
Creative Planning
3
Creative Planning
Kansas
$1.82M +$1.99M +81,575 New
SB
4
Strategic Blueprint
Georgia
$1.01M +$613K +25,180 +125%
WF
5
Wayfinding Financial
Washington
$438K – – –
GWM
6
GK Wealth Management
Nevada
$402K +$439K +18,045 New
TPWA
7
TRUE Private Wealth Advisors
Oregon
$377K +$412K +16,906 New
Citadel Advisors
8
Citadel Advisors
Florida
$377K +$411K +16,887 New
CA
9
CoreCap Advisors
Michigan
$327K +$357K +14,652 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$324K +$113K +4,634 +47%
ASN
11
Advisory Services Network
Georgia
$318K +$348K +14,276 New
BWP
12
Balboa Wealth Partners
Arizona
$305K +$114K +4,680 +52%
AWM
13
Axxcess Wealth Management
California
$293K -$183K -7,496 -36%
TC
14
TownSquare Capital
Utah
$293K +$319K +13,117 New
CIS
15
Continental Investors Services
Washington
$220K +$146K +6,005 New
RF
16
Rossby Financial
Florida
$34.6K +$36.9K +1,517 New
RWS
17
Retirement Wealth Solutions
Wisconsin
$3.21K +$1.56K +64 +80%
IA
18
IFP Advisors
Florida
$870 +$950 +39 New
UBS Group
19
UBS Group
Switzerland
$22 -$3.58K -147 -99%

GROZ Hedge Fund Activity: Q1 2025 in Review

19 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Zacks Focus Growth ETF (GROZ) for Q1 2025, worth a combined $12.6M — up 540% from $1.97M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new GROZ positions and 0 closed out — a net gain of 12 holders — while 4 added to existing stakes and 2 trimmed.

The largest buyer was CreativeOne Wealth, opening a new position worth an estimated $3.82M. The largest seller was Axxcess Wealth Management, cutting an estimated $183K.

  • 19 institutional investors held Zacks Focus Growth ETF (GROZ) as of Q1 2025, up from 7 in Q4 2024.
  • Funds reported $12.6M of Zacks Focus Growth ETF stock for Q1 2025, up 540% quarter-over-quarter.
  • 12 funds opened new Zacks Focus Growth ETF positions in Q1 2025 and 0 closed out, a net change of +12 holders.
  • The largest Zacks Focus Growth ETF buyer in Q1 2025 was CreativeOne Wealth, an estimated $3.82M added.
  • The largest Zacks Focus Growth ETF seller in Q1 2025 was Axxcess Wealth Management, an estimated $183K sold.

Based on aggregated 13F filings for Q1 2025.