Strategy Shares Newfound/ReSolve Robust Momentum ETF
ROMO
8 hedge funds and large institutions have $10.9M invested in Strategy Shares Newfound/ReSolve Robust Momentum ETF in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 0 closing their positions.
64% more capital invested
Capital invested by funds: $6.62M → $10.9M (+$4.26M)
33% more funds holding
Funds holding: 6 → 8 (+2)
9.06% more ownership
Funds ownership: 22.48% → 31.54% (+9.1%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$3.79M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$215K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$27.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$7.57K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $3.81M | +$3.79M | +168,619 | New |
|
2
JP Morgan Chase
New York
| $2.24M | – | – | – |
|
3
Goldman Sachs
New York
| $1.91M | – | – | – |
|
|
WIA
4
World Investment Advisors
Santa Barbara,
California
| $1.8M | – | – | – |
|
|
FEG
5
Financial Enhancement Group
Anderson,
Indiana
| $829K | -$7.57K | -337 | -0.9% |
|
|
6
Citadel Advisors
Miami,
Florida
| $216K | +$215K | +9,565 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $58K | +$27.8K | +1,237 | +92% |
|
|
GWM
8
Geneos Wealth Management
Englewood,
Colorado
| $26K | – | – | – |
|
ROMO Hedge Fund Activity: Q3 2020 in Review
8 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) for Q3 2020, worth a combined $10.9M — up 64% from $6.62M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new ROMO positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $3.79M. The largest seller was Financial Enhancement Group, cutting an estimated $7.57K.
- 8 institutional investors held Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) as of Q3 2020, up from 6 in Q2 2020.
- Funds reported $10.9M of Strategy Shares Newfound/ReSolve Robust Momentum ETF stock for Q3 2020, up 64% quarter-over-quarter.
- 2 funds opened new Strategy Shares Newfound/ReSolve Robust Momentum ETF positions in Q3 2020 and 0 closed out, a net change of +2 holders.
- The largest Strategy Shares Newfound/ReSolve Robust Momentum ETF buyer in Q3 2020 was Cambridge Investment Research Advisors, an estimated $3.79M added.
- The largest Strategy Shares Newfound/ReSolve Robust Momentum ETF seller in Q3 2020 was Financial Enhancement Group, an estimated $7.57K sold.
Based on aggregated 13F filings for Q3 2020.