GROZ

Zacks Focus Growth ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
+3
Holders Change %
+15.79%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
11
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CW
1
CreativeOne Wealth
Kansas
$4.33M +$167K +6,305 +4%
AWA
2
Arete Wealth Advisors
Illinois
$3.62M +$3.62M +136,646 New
PFG
3
Prosperity Financial Group
California
$3.2M +$146K +5,525 +5%
SB
4
Strategic Blueprint
Georgia
$1.27M +$67K +2,528 +6%
TPWA
5
TRUE Private Wealth Advisors
Oregon
$821K +$373K +14,096 +83%
MCM
6
M1 Capital Management
Michigan
$755K +$755K +28,491 New
WF
7
Wayfinding Financial
Washington
$675K +$140K +5,168 +26%
Creative Planning
8
Creative Planning
Kansas
$533K -$1.63M -61,445 -75%
GWM
9
GK Wealth Management
Nevada
$471K -$7.23K -273 -2%
NWM
10
Navigation Wealth Management
Colorado
$447K +$447K +16,875 New
CA
11
CoreCap Advisors
Michigan
$426K +$38.6K +1,461 +10%
ASN
12
Advisory Services Network
Georgia
$402K +$14.2K +523 +4%
AWM
13
Axxcess Wealth Management
California
$379K +$31.1K +1,173 +9%
BWP
14
Balboa Wealth Partners
Arizona
$351K -$11.6K -437 -3%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$329K -$56.3K -2,124 -15%
AW
16
Alteri Wealth
California
$250K +$250K +9,435 New
CIS
17
Continental Investors Services
Washington
$247K +$126K +6,282 +105%
Citadel Advisors
18
Citadel Advisors
Florida
$243K -$204K -7,710 -46%
GM
19
GeoWealth Management
Illinois
$128K +$128K +4,814 New
RF
20
Rossby Financial
Florida
$43.7K +$3.52K +133 +9%
RWS
21
Retirement Wealth Solutions
Wisconsin
$2.76K -$1.06K -40 -28%
IA
22
IFP Advisors
Florida
$1.32K +$291 +11 +28%
TC
23
TownSquare Capital
Utah
-$293K -13,117 Closed
UBS Group
24
UBS Group
Switzerland
-$22 -1 Closed