Level Four Large Cap Growth Active ETF

LGRO

Market cap $108M

Overview Fund Activity

39.62 USD

-0.14

0.35%

At close Updated Sep 12, 4:00 PM EDT

1 day

-0.35%

5 days

0.48%

1 month

3.93%

3 months

11.14%

6 months

22.59%

Year to date

13.75%

1 year

26.7%

5 years

56.6%

10 years

56.6%

Funds holding %

of 7,462 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

33% more funds holding

Funds holding: 3 [Q1] → 4 (+1) [Q2]

9% more capital invested

Capital invested by funds: $74.4M [Q1] → $80.9M (+$6.55M) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]

0.53% less ownership

Funds ownership: 81.73% [Q1] → 81.19% (-0.53%) [Q2]

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

See Fund Rankings

Financial journalist opinion

Neutral

Seeking Alpha

11 months ago

LGRO: New Large-Cap Growth ETF Fails To Impress

LGRO is a relatively new large-cap growth ETF with a 0.50% expense ratio, a 0.28% median bid-ask spread, and $86 million in assets under management. Following a proprietary high-conviction investment strategy, the fund's manager selects 40-50 securities perceived to be trading below their long-term intrinsic value. The approach supposedly emphasizes growth, value, and quality, but my fundamental analysis indicates LGRO's combination is the weakest in a peer group that includes SCHG, SPYG, SFY, and QGRO.

Positive

ETF Trends

1 year ago

The Drivers of Active ETF Adoption

We've been marveling at the traction actively managed ETFs are enjoying this year. As a category, we've seen active ETFs take in about 1/3 of all net asset inflows year-to-date.

Positive

ETF Trends

1 year ago

Interest Rate Cuts Could Benefit This Active ETF

The ongoing narrative around the strength of large-cap equities will continue to center around forthcoming rate cuts. Once the Federal Reserve receives the economic data it needs to loosen monetary policy and hit its inflation goal of 2%, it could propel growth-oriented large-cap stocks into the stratosphere.

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Charts implemented using Lightweight Charts™

Level Four Large Cap Growth Active ETF LGRO Market cap $108M