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GROZ

Zacks Focus Growth ETF

32 hedge funds and large institutions have $29.8M invested in Zacks Focus Growth ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

57% more capital invested

Capital invested by funds: $18.9M → $29.8M (+$10.8M)

45% more funds holding

Funds holding: 2232 (+10)

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

8.33% more ownership

Funds ownership: 68.2%76.53% (+8.3%)

Holders
32
Holders Change
+10
Holders Change %
+45.45%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
12
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
1
CreativeOne Wealth
Kansas
$8.69M +$3.68M +132,768 +81%
AWA
2
Arete Wealth Advisors
Illinois
$3.94M -$45K -1,623 -1%
PFG
3
Prosperity Financial Group
California
$3.71M +$160K +5,790 +5%
SB
4
Strategic Blueprint
Georgia
$1.68M +$262K +9,472 +20%
MCM
5
M1 Capital Management
Michigan
$1.33M +$467K +16,846 +59%
VBA
6
von Borstel & Associates
Oregon
$755K +$688K +24,850 New
VFG
7
Victory Financial Group
Texas
$754K +$712K +25,694 New
WF
8
Wayfinding Financial
Washington
$728K +$139 +5 +0%
TPWA
9
TRUE Private Wealth Advisors
Oregon
$659K -$237K -8,550 -28%
CA
10
CoreCap Advisors
Michigan
$644K +$162K +5,856 +36%
SW
11
Simplicity Wealth
New Jersey
$642K +$606K +21,894 New
GM
12
GeoWealth Management
Illinois
$635K +$466K +16,841 +350%
GWM
13
GK Wealth Management
Nevada
$569K +$45.4K +1,639 +9%
APW
14
Axim Planning & Wealth
Ohio
$567K +$535K +19,323 New
ASN
15
Advisory Services Network
Georgia
$470K +$33.8K +1,221 +8%
NWM
16
Navigation Wealth Management
Colorado
$452K -$40.7K -1,470 -9%
AW
17
Alteri Wealth
California
$407K +$123K +4,443 +47%
Creative Planning
18
Creative Planning
Kansas
$374K -$205K -7,395 -37%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$356K +$337K +12,150 New
CIS
20
Continental Investors Services
Washington
$355K -$5.21K -188 -2%
BWP
21
Balboa Wealth Partners
Arizona
$353K -$33.4K -1,206 -9%
AWM
22
Axxcess Wealth Management
California
$335K -$80.1K -2,892 -20%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$304K -$56.3K -2,034 -16%
Koshinski Asset Management
24
Koshinski Asset Management
Illinois
$267K +$252K +9,113 New
FA
25
Faithward Advisors
Pennsylvania
$260K +$246K +8,864 New

GROZ Hedge Fund Activity: Q3 2025 in Review

32 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Zacks Focus Growth ETF (GROZ) for Q3 2025, worth a combined $29.8M — up 57% from $18.9M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new GROZ positions and 1 closed out — a net gain of 10 holders — while 12 added to existing stakes and 9 trimmed.

The largest buyer was CreativeOne Wealth, adding an estimated $3.68M. The largest seller was Citadel Advisors, exiting entirely with an estimated $243K sold.

  • 32 institutional investors held Zacks Focus Growth ETF (GROZ) as of Q3 2025, up from 22 in Q2 2025.
  • Funds reported $29.8M of Zacks Focus Growth ETF stock for Q3 2025, up 57% quarter-over-quarter.
  • 11 funds opened new Zacks Focus Growth ETF positions in Q3 2025 and 1 closed out, a net change of +10 holders.
  • The largest Zacks Focus Growth ETF buyer in Q3 2025 was CreativeOne Wealth, an estimated $3.68M added.
  • The largest Zacks Focus Growth ETF seller in Q3 2025 was Citadel Advisors, an estimated $243K sold.

Based on aggregated 13F filings for Q3 2025.