Strategy Shares Newfound/ReSolve Robust Momentum ETF
ROMO
8 hedge funds and large institutions have $34.9M invested in Strategy Shares Newfound/ReSolve Robust Momentum ETF in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
87% more capital invested
Capital invested by funds: $18.7M → $34.9M (+$16.2M)
32.74% more ownership
Funds ownership: 35.9% → 68.64% (+33%)
0% more funds holding
Funds holding: 8 → 8 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.07M |
| 2 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$301K |
| 3 |
IWP
Innova Wealth Partners
Newtown,
Pennsylvania
|
+$3.98K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$1.38M |
| 2 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$481K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$62.9K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$27K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WI
1
WJ Interests
Sugar Land,
Texas
| $18.1M | +$18.4M | +703,440 | New |
|
|
2
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $8.54M | +$1.07M | +40,837 | +14% |
|
|
3
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $4.6M | -$62.9K | -2,403 | -1% |
|
|
FEG
4
Financial Enhancement Group
Anderson,
Indiana
| $1.66M | +$301K | +11,522 | +22% |
|
|
WIA
5
World Investment Advisors
Santa Barbara,
California
| $1.04M | -$481K | -18,378 | -31% |
|
|
IWP
6
Innova Wealth Partners
Newtown,
Pennsylvania
| $954K | +$3.98K | +152 | +0.4% |
|
|
GWM
7
Geneos Wealth Management
Englewood,
Colorado
| $30K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $15K | -$27K | -1,032 | -63% |
|
|
9
JP Morgan Chase
New York
| – | -$1.38M | -50,000 | Closed |
|
ROMO Hedge Fund Activity: Q2 2022 in Review
8 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) for Q2 2022, worth a combined $34.9M — up 87% from $18.7M a quarter earlier.
Fund positioning in ROMO was balanced in Q2 2022: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 3 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $1.07M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $1.38M sold.
- 8 institutional investors held Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) as of Q2 2022, unchanged from Q1 2022.
- Funds reported $34.9M of Strategy Shares Newfound/ReSolve Robust Momentum ETF stock for Q2 2022, up 87% quarter-over-quarter.
- 1 fund opened new Strategy Shares Newfound/ReSolve Robust Momentum ETF positions in Q2 2022 and 1 closed out, a net change of 0 holders.
- The largest Strategy Shares Newfound/ReSolve Robust Momentum ETF buyer in Q2 2022 was Carson Wealth (CWM LLC), an estimated $1.07M added.
- The largest Strategy Shares Newfound/ReSolve Robust Momentum ETF seller in Q2 2022 was JP Morgan Chase, an estimated $1.38M sold.
Based on aggregated 13F filings for Q2 2022.