Strategy Shares Newfound/ReSolve Robust Momentum ETF
ROMO
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.
0% more funds holding
Funds holding: 8 → 8 (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
4% less capital invested
Capital invested by funds: $25.4M → $24.3M (-$1.13M)
4.39% less ownership
Funds ownership: 64.58% → 60.19% (-4.4%)
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
|
+$237K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$217K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WJ Interests
Sugar Land,
Texas
|
-$2.46M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$270K |
| 3 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$209K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$35.4K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$18K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WI
1
WJ Interests
Sugar Land,
Texas
| $16.2M | -$2.46M | -96,186 | -14% |
|
|
2
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $4.14M | -$270K | -10,554 | -6% |
|
|
FEG
3
Financial Enhancement Group
Anderson,
Indiana
| $2.03M | +$237K | +9,274 | +14% |
|
|
IWP
4
Innova Wealth Partners
Newtown,
Pennsylvania
| $1.18M | – | – | – |
|
|
5
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $463K | -$18K | -702 | -4% |
|
|
6
Citadel Advisors
Miami,
Florida
| $224K | +$217K | +8,474 | New |
|
|
GWM
7
Geneos Wealth Management
Englewood,
Colorado
| $31.7K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $290 | -$35.4K | -1,383 | -99% |
|
|
WIA
9
World Investment Advisors
Santa Barbara,
California
| – | -$209K | -8,386 | Closed |
|
ROMO Hedge Fund Activity: Q4 2023 in Review
8 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) for Q4 2023, worth a combined $24.3M — down 4.5% from $25.4M a quarter earlier.
Fund positioning in ROMO was balanced in Q4 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 $237K. The largest seller was WJ Interests, cutting an estimated $2.46M.
- 8 institutional investors held Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $24.3M of Strategy Shares Newfound/ReSolve Robust Momentum ETF stock for Q4 2023, down 4.5% quarter-over-quarter.
- 1 fund opened new Strategy Shares Newfound/ReSolve Robust Momentum ETF positions in Q4 2023 and 1 closed out, a net change of 0 holders.
- The largest Strategy Shares Newfound/ReSolve Robust Momentum ETF buyer in Q4 2023 was Financial Enhancement Group, an estimated $237K added.
- The largest Strategy Shares Newfound/ReSolve Robust Momentum ETF seller in Q4 2023 was WJ Interests, an estimated $2.46M sold.
Based on aggregated 13F filings for Q4 2023.