Strategy Shares Newfound/ReSolve Robust Momentum ETF
ROMO
9 hedge funds and large institutions have $10.7M invested in Strategy Shares Newfound/ReSolve Robust Momentum ETF in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
2% more capital invested
Capital invested by funds: $10.5M → $10.7M (+$205K)
0% more funds holding
Funds holding: 9 → 9 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
1.6% less ownership
Funds ownership: 25.73% → 24.12% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$91.4K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$71.2K |
| 3 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$21.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$391K |
| 2 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$103K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$28K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$19K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $4.63M | -$19K | -697 | -0.4% |
|
|
WIA
2
World Investment Advisors
Santa Barbara,
California
| $1.89M | -$103K | -3,752 | -5% |
|
3
JP Morgan Chase
New York
| $1.39M | – | – | – |
|
|
FEG
4
Financial Enhancement Group
Anderson,
Indiana
| $1.21M | +$91.4K | +3,346 | +8% |
|
|
IWP
5
Innova Wealth Partners
Newtown,
Pennsylvania
| $1.03M | – | – | – |
|
|
6
Citadel Advisors
Miami,
Florida
| $491K | +$71.2K | +2,605 | +17% |
|
|
GWM
7
Geneos Wealth Management
Englewood,
Colorado
| $33K | – | – | – |
|
|
BU
8
BBVA USA
Birmingham,
Alabama
| $24K | +$23.6K | +865 | New |
|
|
FDCDDQ
9
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $21.8K | +$21.5K | +787 | New |
|
|
OMC
10
Old Mission Capital
Chicago,
Illinois
| – | -$391K | -14,894 | Closed |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$28K | -1,061 | Closed |
|
ROMO Hedge Fund Activity: Q2 2021 in Review
9 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) for Q2 2021, worth a combined $10.7M — up 1.9% from $10.5M a quarter earlier.
Fund positioning in ROMO was balanced in Q2 2021: 2 funds opened new positions, 2 closed out, 2 added to existing stakes and 2 trimmed.
The largest buyer was Financial Enhancement Group, adding an estimated $91.4K. The largest seller was Old Mission Capital, exiting entirely with an estimated $391K sold.
- 9 institutional investors held Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) as of Q2 2021, unchanged from Q1 2021.
- Funds reported $10.7M of Strategy Shares Newfound/ReSolve Robust Momentum ETF stock for Q2 2021, up 1.9% quarter-over-quarter.
- 2 funds opened new Strategy Shares Newfound/ReSolve Robust Momentum ETF positions in Q2 2021 and 2 closed out, a net change of 0 holders.
- The largest Strategy Shares Newfound/ReSolve Robust Momentum ETF buyer in Q2 2021 was Financial Enhancement Group, an estimated $91.4K added.
- The largest Strategy Shares Newfound/ReSolve Robust Momentum ETF seller in Q2 2021 was Old Mission Capital, an estimated $391K sold.
Based on aggregated 13F filings for Q2 2021.