Strategy Shares Newfound/ReSolve Robust Momentum ETF
ROMO
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.
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: 3 → 7 (+4)
33.46% more ownership
Funds ownership: 0% → 33.46% (+33%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$2.49M |
| 2 |
Goldman Sachs
New York
|
+$2.1M |
| 3 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$532K |
| 4 |
FANJ
Financial Architects (New Jersey)
Marlton,
New Jersey
|
+$39.9K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$29.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
JP Morgan Chase
New York
| $2.11M | +$2.49M | +100,000 | New |
|
|
2
Goldman Sachs
New York
| $1.77M | +$2.1M | +84,300 | New |
|
|
WIA
3
World Investment Advisors
Santa Barbara,
California
| $1.43M | +$14.3K | +573 | +0.8% |
|
|
FEG
4
Financial Enhancement Group
Anderson,
Indiana
| $449K | +$532K | +21,345 | New |
|
|
FANJ
5
Financial Architects (New Jersey)
Marlton,
New Jersey
| $54K | +$39.9K | +1,600 | +164% |
|
|
GWM
6
Geneos Wealth Management
Englewood,
Colorado
| $25K | +$29.9K | +1,200 | New |
|
|
AC
7
AlphaCore Capital
La Jolla,
California
| $7K | +$7.71K | +309 | New |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$5K | -184 | Closed |
|
ROMO Hedge Fund Activity: Q1 2020 in Review
7 of the 4,539 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.