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Strategy Shares Newfound/ReSolve Robust Momentum ETF

7 hedge funds and large institutions have $5.85M invested in Strategy Shares Newfound/ReSolve Robust Momentum ETF in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

225% more capital invested

Capital invested by funds: $1.8M → $5.85M (+$4.05M)

133% more funds holding

Funds holding: 37 (+4)

20.57% more ownership

Funds ownership: 0%20.57% (+21%)

Holders
7
Holders Change
+4
Holders Change %
+133.33%
% of All Funds
0.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
2
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change

ROMO Hedge Fund Activity: Q1 2020 in Review

7 of the 4,548 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) for Q1 2020, worth a combined $5.85M — up 225% from $1.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ROMO positions and 1 closed out — a net gain of 4 holders — while 2 added to existing stakes and 0 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $2.49M. The largest seller was UBS Group, exiting entirely with an estimated $5K sold.

  • 7 institutional investors held Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) as of Q1 2020, up from 3 in Q4 2019.
  • Funds reported $5.85M of Strategy Shares Newfound/ReSolve Robust Momentum ETF stock for Q1 2020, up 225% quarter-over-quarter.
  • 5 funds opened new Strategy Shares Newfound/ReSolve Robust Momentum ETF positions in Q1 2020 and 1 closed out, a net change of +4 holders.
  • The largest Strategy Shares Newfound/ReSolve Robust Momentum ETF buyer in Q1 2020 was JP Morgan Chase, an estimated $2.49M added.
  • The largest Strategy Shares Newfound/ReSolve Robust Momentum ETF seller in Q1 2020 was UBS Group, an estimated $5K sold.

Based on aggregated 13F filings for Q1 2020.