Zacks Focus Growth ETF
GROZ
22 hedge funds and large institutions have $18.9M invested in Zacks Focus Growth ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
83% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 6
50% more capital invested
Capital invested by funds: $12.6M → $18.9M (+$6.3M)
16% more funds holding
Funds holding: 19 → 22 (+3)
6.7% less ownership
Funds ownership: 74.9% → 68.2% (-6.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$3.25M |
| 2 |
MCM
M1 Capital Management
Bloomfield Hills,
Michigan
|
+$677K |
| 3 |
NWM
Navigation Wealth Management
Fort Collins,
Colorado
|
+$401K |
| 4 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
+$335K |
| 5 |
AW
Alteri Wealth
Westlake Village,
California
|
+$224K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$1.46M |
| 2 |
TC
TownSquare Capital
Provo,
Utah
|
-$293K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$183K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$50.5K |
| 5 |
BWP
Balboa Wealth Partners
Scottsdale,
Arizona
|
-$10.4K |
GROZ Hedge Fund Activity: Q2 2025 in Review
22 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Zacks Focus Growth ETF (GROZ) for Q2 2025, worth a combined $18.9M — up 50% from $12.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new GROZ positions and 2 closed out — a net gain of 3 holders — while 11 added to existing stakes and 6 trimmed.
The largest buyer was Arete Wealth Advisors, opening a new position worth an estimated $3.25M. The largest seller was Creative Planning, cutting an estimated $1.46M.
- 22 institutional investors held Zacks Focus Growth ETF (GROZ) as of Q2 2025, up from 19 in Q1 2025.
- Funds reported $18.9M of Zacks Focus Growth ETF stock for Q2 2025, up 50% quarter-over-quarter.
- 5 funds opened new Zacks Focus Growth ETF positions in Q2 2025 and 2 closed out, a net change of +3 holders.
- The largest Zacks Focus Growth ETF buyer in Q2 2025 was Arete Wealth Advisors, an estimated $3.25M added.
- The largest Zacks Focus Growth ETF seller in Q2 2025 was Creative Planning, an estimated $1.46M sold.
Based on aggregated 13F filings for Q2 2025.