Strategy Shares Newfound/ReSolve Robust Momentum ETF
ROMO
10 hedge funds and large institutions have $11.8M invested in Strategy Shares Newfound/ReSolve Robust Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 0 closing their positions.
43% more funds holding
Funds holding: 7 → 10 (+3)
14% more capital invested
Capital invested by funds: $10.4M → $11.8M (+$1.43M)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
0.92% less ownership
Funds ownership: 24.03% → 23.11% (-0.92%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$632K |
| 2 |
Goldman Sachs
New York
|
+$201K |
| 3 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$135K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$49.5K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.41K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$413K |
| 2 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
-$5.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $5.18M | +$1.41K | +48 | +0% |
|
|
FEG
2
Financial Enhancement Group
Anderson,
Indiana
| $1.57M | +$135K | +4,583 | +10% |
|
3
JP Morgan Chase
New York
| $1.51M | – | – | – |
|
|
WIA
4
World Investment Advisors
Santa Barbara,
California
| $1.44M | -$413K | -14,069 | -22% |
|
|
IWP
5
Innova Wealth Partners
Newtown,
Pennsylvania
| $1.12M | – | – | – |
|
|
6
Citadel Advisors
Miami,
Florida
| $650K | +$632K | +21,505 | New |
|
|
7
Goldman Sachs
New York
| $207K | +$201K | +6,840 | New |
|
|
8
UBS Group
Zurich,
Switzerland
| $51K | +$49.5K | +1,686 | New |
|
|
GWM
9
Geneos Wealth Management
Englewood,
Colorado
| $36K | – | – | – |
|
|
FDCDDQ
10
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $17.7K | -$5.9K | -201 | -26% |
|
ROMO Hedge Fund Activity: Q4 2021 in Review
10 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) for Q4 2021, worth a combined $11.8M — up 14% from $10.4M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new ROMO positions and 0 closed out — a net gain of 3 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $632K. The largest seller was World Investment Advisors, cutting an estimated $413K.
- 10 institutional investors held Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) as of Q4 2021, up from 7 in Q3 2021.
- Funds reported $11.8M of Strategy Shares Newfound/ReSolve Robust Momentum ETF stock for Q4 2021, up 14% quarter-over-quarter.
- 3 funds opened new Strategy Shares Newfound/ReSolve Robust Momentum ETF positions in Q4 2021 and 0 closed out, a net change of +3 holders.
- The largest Strategy Shares Newfound/ReSolve Robust Momentum ETF buyer in Q4 2021 was Citadel Advisors, an estimated $632K added.
- The largest Strategy Shares Newfound/ReSolve Robust Momentum ETF seller in Q4 2021 was World Investment Advisors, an estimated $413K sold.
Based on aggregated 13F filings for Q4 2021.