Strategy Shares Newfound/ReSolve Robust Momentum ETF
ROMO
10 hedge funds and large institutions have $35.1M invested in Strategy Shares Newfound/ReSolve Robust Momentum ETF in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 0 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
25% more funds holding
Funds holding: 8 → 10 (+2)
1% more capital invested
Capital invested by funds: $34.9M → $35.1M (+$186K)
0.12% more ownership
Funds ownership: 68.64% → 68.76% (+0.12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$982K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$344K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$338K |
| 4 |
IWP
Innova Wealth Partners
Newtown,
Pennsylvania
|
+$198K |
| 5 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$63.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WJ Interests
Sugar Land,
Texas
|
-$132K |
| 2 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$34.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WI
1
WJ Interests
Sugar Land,
Texas
| $17.1M | -$132K | -5,171 | -0.7% |
|
|
2
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $9.11M | +$982K | +38,594 | +12% |
|
|
3
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $4.72M | +$338K | +13,306 | +7% |
|
|
FEG
4
Financial Enhancement Group
Anderson,
Indiana
| $1.65M | +$63.4K | +2,492 | +4% |
|
|
IWP
5
Innova Wealth Partners
Newtown,
Pennsylvania
| $1.1M | +$198K | +7,770 | +21% |
|
|
WIA
6
World Investment Advisors
Santa Barbara,
California
| $955K | -$34.9K | -1,374 | -3% |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $332K | +$344K | +13,525 | New |
|
8
UBS Group
Zurich,
Switzerland
| $53K | +$40.3K | +1,584 | +266% |
|
|
GWM
9
Geneos Wealth Management
Englewood,
Colorado
| $29K | – | – | – |
|
|
FDCDDQ
10
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $11.8K | +$12.2K | +480 | New |
|
ROMO Hedge Fund Activity: Q3 2022 in Review
10 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) for Q3 2022, worth a combined $35.1M — up 0.53% from $34.9M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new ROMO positions and 0 closed out — a net gain of 2 holders — while 5 added to existing stakes and 2 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $982K. The largest seller was WJ Interests, cutting an estimated $132K.
- 10 institutional investors held Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) as of Q3 2022, up from 8 in Q2 2022.
- Funds reported $35.1M of Strategy Shares Newfound/ReSolve Robust Momentum ETF stock for Q3 2022, up 0.53% quarter-over-quarter.
- 2 funds opened new Strategy Shares Newfound/ReSolve Robust Momentum ETF positions in Q3 2022 and 0 closed out, a net change of +2 holders.
- The largest Strategy Shares Newfound/ReSolve Robust Momentum ETF buyer in Q3 2022 was Carson Wealth (CWM LLC), an estimated $982K added.
- The largest Strategy Shares Newfound/ReSolve Robust Momentum ETF seller in Q3 2022 was WJ Interests, an estimated $132K sold.
Based on aggregated 13F filings for Q3 2022.