Strategy Shares Newfound/ReSolve Robust Momentum ETF
ROMO
9 hedge funds and large institutions have $33.2M invested in Strategy Shares Newfound/ReSolve Robust Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 9 → 9 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0.6% less ownership
Funds ownership: 67.41% → 66.81% (-0.6%)
2% less capital invested
Capital invested by funds: $34M → $33.2M (-$793K)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$89.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$986K |
| 2 |
WI
WJ Interests
Sugar Land,
Texas
|
-$510K |
| 3 |
PFA
Petra Financial Advisors
Colorado Srpings,
Colorado
|
-$442K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$294K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$166K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WI
1
WJ Interests
Sugar Land,
Texas
| $18.9M | -$510K | -20,034 | -3% |
|
|
2
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $6.07M | -$986K | -38,759 | -14% |
|
|
3
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $4.45M | -$294K | -11,572 | -6% |
|
|
FEG
4
Financial Enhancement Group
Anderson,
Indiana
| $1.76M | +$89.5K | +3,520 | +5% |
|
|
IWP
5
Innova Wealth Partners
Newtown,
Pennsylvania
| $1.15M | – | – | – |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $347K | -$166K | -6,538 | -33% |
|
|
GS
7
GTS Securities
New York
| $313K | +$308K | +12,119 | New |
|
|
WIA
8
World Investment Advisors
Santa Barbara,
California
| $217K | – | – | – |
|
|
GWM
9
Geneos Wealth Management
Englewood,
Colorado
| $31K | – | – | – |
|
|
PFA
10
Petra Financial Advisors
Colorado Srpings,
Colorado
| – | -$442K | -17,550 | Closed |
|
ROMO Hedge Fund Activity: Q2 2023 in Review
9 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) for Q2 2023, worth a combined $33.2M — down 2.3% from $34M a quarter earlier.
Fund positioning in ROMO was balanced in Q2 2023: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 4 trimmed.
The largest buyer was Financial Enhancement Group, adding an estimated $89.5K. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $986K.
- 9 institutional investors held Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $33.2M of Strategy Shares Newfound/ReSolve Robust Momentum ETF stock for Q2 2023, down 2.3% quarter-over-quarter.
- 1 fund opened new Strategy Shares Newfound/ReSolve Robust Momentum ETF positions in Q2 2023 and 1 closed out, a net change of 0 holders.
- The largest Strategy Shares Newfound/ReSolve Robust Momentum ETF buyer in Q2 2023 was Financial Enhancement Group, an estimated $89.5K added.
- The largest Strategy Shares Newfound/ReSolve Robust Momentum ETF seller in Q2 2023 was Carson Wealth (CWM LLC), an estimated $986K sold.
Based on aggregated 13F filings for Q2 2023.