Strategy Shares Newfound/ReSolve Robust Momentum ETF
ROMO
9 hedge funds and large institutions have $10.5M invested in Strategy Shares Newfound/ReSolve Robust Momentum ETF in 2021 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 0 closing their positions.
13% more funds holding
Funds holding: 8 → 9 (+1)
2.98% less ownership
Funds ownership: 28.7% → 25.73% (-3%)
10% less capital invested
Capital invested by funds: $11.7M → $10.5M (-$1.16M)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$387K |
| 2 |
IWP
Innova Wealth Partners
Newtown,
Pennsylvania
|
+$143K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$97.2K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$31.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$1.3M |
| 2 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$884K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$25.1K |
| 4 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$21.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $4.39M | +$31.1K | +1,199 | +0.7% |
|
|
WIA
2
World Investment Advisors
Santa Barbara,
California
| $1.93M | -$884K | -34,037 | -32% |
|
|
3
JP Morgan Chase
New York
| $1.31M | -$1.3M | -50,000 | -50% |
|
|
FEG
4
Financial Enhancement Group
Anderson,
Indiana
| $1.06M | -$21.2K | -817 | -2% |
|
|
IWP
5
Innova Wealth Partners
Newtown,
Pennsylvania
| $970K | +$143K | +5,500 | +17% |
|
|
6
Citadel Advisors
Miami,
Florida
| $396K | +$97.2K | +3,743 | +33% |
|
|
OMC
7
Old Mission Capital
Chicago,
Illinois
| $391K | +$387K | +14,894 | New |
|
|
GWM
8
Geneos Wealth Management
Englewood,
Colorado
| $32K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $28K | -$25.1K | -968 | -48% |
|
ROMO Hedge Fund Activity: Q1 2021 in Review
9 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) for Q1 2021, worth a combined $10.5M — down 10% from $11.7M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new ROMO positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $387K. The largest seller was JP Morgan Chase, cutting an estimated $1.3M.
- 9 institutional investors held Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) as of Q1 2021, up from 8 in Q4 2020.
- Funds reported $10.5M of Strategy Shares Newfound/ReSolve Robust Momentum ETF stock for Q1 2021, down 10% quarter-over-quarter.
- 1 fund opened new Strategy Shares Newfound/ReSolve Robust Momentum ETF positions in Q1 2021 and 0 closed out, a net change of +1 holder.
- The largest Strategy Shares Newfound/ReSolve Robust Momentum ETF buyer in Q1 2021 was Old Mission Capital, an estimated $387K added.
- The largest Strategy Shares Newfound/ReSolve Robust Momentum ETF seller in Q1 2021 was JP Morgan Chase, an estimated $1.3M sold.
Based on aggregated 13F filings for Q1 2021.