Strategy Shares Newfound/ReSolve Robust Momentum ETF
ROMO
12 hedge funds and large institutions have $35.3M invested in Strategy Shares Newfound/ReSolve Robust Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and closing their positions.
20% more funds holding
Funds holding: 10 → 12 (+2)
0.92% more ownership
Funds ownership: 68.76% → 69.69% (+0.92%)
1% more capital invested
Capital invested by funds: $35.1M → $35.3M (+$249K)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.3M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$113K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$24.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$748K |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$509K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$105K |
| 4 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$36.5K |
| 5 |
WI
WJ Interests
Sugar Land,
Texas
|
-$6.41K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WI
1
WJ Interests
Sugar Land,
Texas
| $17M | -$6.41K | -261 | -0% |
|
|
2
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $8.54M | -$509K | -20,738 | -6% |
|
|
3
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $4.58M | -$105K | -4,279 | -2% |
|
|
FEG
4
Financial Enhancement Group
Anderson,
Indiana
| $1.64M | -$36.5K | -1,487 | -2% |
|
|
5
Jane Street
New York
| $1.29M | +$1.3M | +52,803 | New |
|
|
IWP
6
Innova Wealth Partners
Newtown,
Pennsylvania
| $1.09M | – | – | – |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $441K | +$113K | +4,595 | +34% |
|
|
PFA
8
Petra Financial Advisors
Colorado Srpings,
Colorado
| $439K | +$443K | +18,028 | New |
|
|
WIA
9
World Investment Advisors
Santa Barbara,
California
| $206K | -$748K | -30,451 | -78% |
|
|
10
UBS Group
Zurich,
Switzerland
| $76.9K | +$24.1K | +980 | +45% |
|
|
GWM
11
Geneos Wealth Management
Englewood,
Colorado
| $29.2K | – | – | – |
|
|
FDCDDQ
12
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $11.6K | – | – | – |
|
ROMO Hedge Fund Activity: Q4 2022 in Review
12 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) for Q4 2022, worth a combined $35.3M — up 0.71% from $35.1M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new ROMO positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 5 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $1.3M. The largest seller was World Investment Advisors, cutting an estimated $748K.
- 12 institutional investors held Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) as of Q4 2022, up from 10 in Q3 2022.
- Funds reported $35.3M of Strategy Shares Newfound/ReSolve Robust Momentum ETF stock for Q4 2022, up 0.71% quarter-over-quarter.
- 2 funds opened new Strategy Shares Newfound/ReSolve Robust Momentum ETF positions in Q4 2022 and 0 closed out, a net change of +2 holders.
- The largest Strategy Shares Newfound/ReSolve Robust Momentum ETF buyer in Q4 2022 was Jane Street, an estimated $1.3M added.
- The largest Strategy Shares Newfound/ReSolve Robust Momentum ETF seller in Q4 2022 was World Investment Advisors, an estimated $748K sold.
Based on aggregated 13F filings for Q4 2022.