Level Four Large Cap Growth Active ETFLGRO
LGRO
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
9% more capital invested
Capital invested by funds: $70.6M [Q3] → $76.8M (+$6.16M) [Q4]
0% more funds holding
Funds holding: 3 [Q3] → 3 (+0) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0.37% less ownership
Funds ownership: 82.06% [Q3] → 81.69% (-0.37%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for LGRO.
Financial journalist opinion
Neutral
Seeking Alpha
6 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
9 months 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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