Strategy Shares Newfound/ReSolve Robust Momentum ETF
ROMO
8 hedge funds and large institutions have $11.7M invested in Strategy Shares Newfound/ReSolve Robust Momentum ETF in 2020 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
7% more capital invested
Capital invested by funds: $10.9M → $11.7M (+$785K)
0% more funds holding
Funds holding: 8 → 8 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
2.83% less ownership
Funds ownership: 31.54% → 28.7% (-2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$624K |
| 2 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$105K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$42.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$1.91M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$54.5K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$13.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $4.17M | -$54.5K | -2,288 | -1% |
|
|
WIA
2
World Investment Advisors
Santa Barbara,
California
| $2.82M | +$624K | +26,177 | +33% |
|
3
JP Morgan Chase
New York
| $2.5M | – | – | – |
|
|
FEG
4
Financial Enhancement Group
Anderson,
Indiana
| $1.03M | +$105K | +4,424 | +12% |
|
|
IWP
5
Innova Wealth Partners
Newtown,
Pennsylvania
| $789K | +$751K | +31,498 | New |
|
|
6
Citadel Advisors
Miami,
Florida
| $284K | +$42.4K | +1,781 | +19% |
|
|
7
UBS Group
Zurich,
Switzerland
| $51K | -$13.2K | -554 | -21% |
|
|
GWM
8
Geneos Wealth Management
Englewood,
Colorado
| $31K | – | – | – |
|
|
9
Goldman Sachs
New York
| – | -$1.91M | -84,300 | Closed |
|
ROMO Hedge Fund Activity: Q4 2020 in Review
8 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) for Q4 2020, worth a combined $11.7M — up 7.2% from $10.9M a quarter earlier.
Fund positioning in ROMO was balanced in Q4 2020: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 2 trimmed.
The largest buyer was World Investment Advisors, adding an estimated $624K. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.91M sold.
- 8 institutional investors held Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) as of Q4 2020, unchanged from Q3 2020.
- Funds reported $11.7M of Strategy Shares Newfound/ReSolve Robust Momentum ETF stock for Q4 2020, up 7.2% quarter-over-quarter.
- 1 fund opened new Strategy Shares Newfound/ReSolve Robust Momentum ETF positions in Q4 2020 and 1 closed out, a net change of 0 holders.
- The largest Strategy Shares Newfound/ReSolve Robust Momentum ETF buyer in Q4 2020 was World Investment Advisors, an estimated $624K added.
- The largest Strategy Shares Newfound/ReSolve Robust Momentum ETF seller in Q4 2020 was Goldman Sachs, an estimated $1.91M sold.
Based on aggregated 13F filings for Q4 2020.