ROMO icon

Strategy Shares Newfound/ReSolve Robust Momentum ETF

8 hedge funds and large institutions have $24.3M invested in Strategy Shares Newfound/ReSolve Robust Momentum ETF in 2023 Q4 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.

New
Increased
Maintained
Reduced
Closed
Holders
8
Holders Change
Holders Change %
0%
% of All Funds
0.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
1
Increased
1
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WI
1
WJ Interests
Texas
$16.2M -$2.54M -96,186 -14%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$4.14M -$279K -10,554 -6%
FEG
3
Financial Enhancement Group
Indiana
$2.03M +$243K +9,274 +14%
IWP
4
Innova Wealth Partners
Pennsylvania
$1.18M
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$463K -$18.5K -702 -4%
Citadel Advisors
6
Citadel Advisors
Florida
$224K +$224K +8,474 New
GWM
7
Geneos Wealth Management
Colorado
$31.7K
UBS Group
8
UBS Group
Switzerland
$290 -$36.5K -1,383 -99%
WIA
9
World Investment Advisors
California
-$209K -8,386 Closed