Strategy Shares Newfound/ReSolve Robust Momentum ETF
ROMO
6 hedge funds and large institutions have $6.62M invested in Strategy Shares Newfound/ReSolve Robust Momentum ETF in 2020 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, reducing their positions, and 2 closing their positions.
13% more capital invested
Capital invested by funds: $5.85M → $6.62M (+$774K)
10.98% less ownership
Funds ownership: 33.46% → 22.48% (-11%)
14% less funds holding
Funds holding: 7 → 6 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$337K |
| 2 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$249K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$28.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FANJ
Financial Architects (New Jersey)
Marlton,
New Jersey
|
-$54K |
| 2 |
AC
AlphaCore Capital
La Jolla,
California
|
-$7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
JP Morgan Chase
New York
| $2.15M | – | – | – |
|
|
WIA
2
World Investment Advisors
Santa Barbara,
California
| $1.81M | +$249K | +11,591 | +17% |
|
3
Goldman Sachs
New York
| $1.81M | – | – | – |
|
|
FEG
4
Financial Enhancement Group
Anderson,
Indiana
| $795K | +$337K | +15,664 | +73% |
|
|
5
UBS Group
Zurich,
Switzerland
| $29K | +$28.9K | +1,346 | New |
|
|
GWM
6
Geneos Wealth Management
Englewood,
Colorado
| $25K | – | – | – |
|
|
FANJ
7
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$54K | -2,575 | Closed |
|
|
AC
8
AlphaCore Capital
La Jolla,
California
| – | -$7K | -309 | Closed |
|
ROMO Hedge Fund Activity: Q2 2020 in Review
6 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) for Q2 2020, worth a combined $6.62M — up 13% from $5.85M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of ROMO and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 2 added.
The largest buyer was Financial Enhancement Group, adding an estimated $337K. The largest seller was Financial Architects (New Jersey), exiting entirely with an estimated $54K sold.
- 6 institutional investors held Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) as of Q2 2020, down from 7 in Q1 2020.
- Funds reported $6.62M of Strategy Shares Newfound/ReSolve Robust Momentum ETF stock for Q2 2020, up 13% quarter-over-quarter.
- 1 fund opened new Strategy Shares Newfound/ReSolve Robust Momentum ETF positions in Q2 2020 and 2 closed out, a net change of -1 holder.
- The largest Strategy Shares Newfound/ReSolve Robust Momentum ETF buyer in Q2 2020 was Financial Enhancement Group, an estimated $337K added.
- The largest Strategy Shares Newfound/ReSolve Robust Momentum ETF seller in Q2 2020 was Financial Architects (New Jersey), an estimated $54K sold.
Based on aggregated 13F filings for Q2 2020.