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GROZ

Zacks Focus Growth ETF

39 hedge funds and large institutions have $38.4M invested in Zacks Focus Growth ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 5

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

29% more capital invested

Capital invested by funds: $29.8M → $38.4M (+$8.6M)

22% more funds holding

Funds holding: 3239 (+7)

6.99% less ownership

Funds ownership: 76.53%69.54% (-7%)

Holders
39
Holders Change
+7
Holders Change %
+21.88%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
21
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
1
CreativeOne Wealth
Kansas
$8.98M +$154K +5,153 +2%
AWA
2
Arete Wealth Advisors
Illinois
$4.16M +$134K +4,477 +3%
PFG
3
Prosperity Financial Group
California
$3.96M +$187K +6,268 +5%
SFG
4
Strive Financial Group
Indiana
$2.22M +$2.22M +74,527 New
SB
5
Strategic Blueprint
Georgia
$1.96M +$252K +8,434 +15%
MCM
6
M1 Capital Management
Michigan
$1.53M +$181K +6,084 +13%
GM
7
GeoWealth Management
Illinois
$1.38M +$735K +24,653 +114%
CA
8
CoreCap Advisors
Michigan
$1.12M +$466K +15,617 +71%
EV
9
EJMK Ventures
Illinois
$1.01M +$1.01M +33,829 New
APW
10
Axim Planning & Wealth
Ohio
$874K +$299K +10,016 +52%
Koshinski Asset Management
11
Koshinski Asset Management
Illinois
$767K +$496K +16,621 +182%
CIS
12
Continental Investors Services
Washington
$756K +$382K +12,822 +106%
WF
13
Wayfinding Financial
Washington
$740K
VFG
14
Victory Financial Group
Texas
$703K -$62.4K -2,092 -8%
HCA
15
Hardworking Capital Advisors
California
$668K +$669K +22,420 New
VT
16
Vise Technologies
New York
$668K +$668K +22,411 New
TPWA
17
TRUE Private Wealth Advisors
Oregon
$619K -$50.4K -1,691 -8%
AIM
18
Advyzon Investment Management
Illinois
$598K +$598K +20,052 New
GWM
19
GK Wealth Management
Nevada
$541K -$37.6K -1,261 -6%
NWM
20
Navigation Wealth Management
Colorado
$482K +$23.2K +777 +5%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$473K +$111K +3,733 +31%
ASN
22
Advisory Services Network
Georgia
$467K -$10.3K -345 -2%
AW
23
Alteri Wealth
California
$431K +$17.8K +597 +4%
Creative Planning
24
Creative Planning
Kansas
$423K +$43.2K +1,450 +11%
BWP
25
Balboa Wealth Partners
Arizona
$415K +$56.4K +1,892 +16%

GROZ Hedge Fund Activity: Q4 2025 in Review

39 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Zacks Focus Growth ETF (GROZ) for Q4 2025, worth a combined $38.4M — up 29% from $29.8M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new GROZ positions and 4 closed out — a net gain of 7 holders — while 21 added to existing stakes and 5 trimmed.

The largest buyer was GeoWealth Management, adding an estimated $735K. The largest seller was von Borstel & Associates, exiting entirely with an estimated $755K sold.

  • 39 institutional investors held Zacks Focus Growth ETF (GROZ) as of Q4 2025, up from 32 in Q3 2025.
  • Funds reported $38.4M of Zacks Focus Growth ETF stock for Q4 2025, up 29% quarter-over-quarter.
  • 11 funds opened new Zacks Focus Growth ETF positions in Q4 2025 and 4 closed out, a net change of +7 holders.
  • The largest Zacks Focus Growth ETF buyer in Q4 2025 was GeoWealth Management, an estimated $735K added.
  • The largest Zacks Focus Growth ETF seller in Q4 2025 was von Borstel & Associates, an estimated $755K sold.

Based on aggregated 13F filings for Q4 2025.