Level Four Large Cap Growth Active ETF
LGRO
2 hedge funds and large institutions have $62.6M invested in Level Four Large Cap Growth Active ETF in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
30% more capital invested
Capital invested by funds: $48.1M → $62.6M (+$14.5M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.64% less ownership
Funds ownership: 84.71% → 84.07% (-0.64%)
33% less funds holding
Funds holding: 3 → 2 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
+$6.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$756 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LFAS
1
Level Four Advisory Services
Dallas,
Texas
| $62.6M | +$6.3M | +245,833 | +12% |
|
|
TRCT
2
Tower Research Capital (TRC)
New York
| $2.82K | – | – | – |
|
|
3
UBS Group
Zurich,
Switzerland
| – | -$756 | -31 | Closed |
|
LGRO Hedge Fund Activity: Q4 2023 in Review
2 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Level Four Large Cap Growth Active ETF (LGRO) for Q4 2023, worth a combined $62.6M — up 30% from $48.1M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of LGRO and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 1 added.
The largest buyer was Level Four Advisory Services, adding an estimated $6.3M. The largest seller was UBS Group, exiting entirely with an estimated $756 sold.
- 2 institutional investors held Level Four Large Cap Growth Active ETF (LGRO) as of Q4 2023, down from 3 in Q3 2023.
- Funds reported $62.6M of Level Four Large Cap Growth Active ETF stock for Q4 2023, up 30% quarter-over-quarter.
- 0 funds opened new Level Four Large Cap Growth Active ETF positions in Q4 2023 and 1 closed out, a net change of -1 holder.
- The largest Level Four Large Cap Growth Active ETF buyer in Q4 2023 was Level Four Advisory Services, an estimated $6.3M added.
- The largest Level Four Large Cap Growth Active ETF seller in Q4 2023 was UBS Group, an estimated $756 sold.
Based on aggregated 13F filings for Q4 2023.