Strategy Shares Newfound/ReSolve Robust Momentum ETF
ROMO
ROMO
11 hedge funds and large institutions have $22.3M invested in Strategy Shares Newfound/ReSolve Robust Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
11
Holders Change
+3
Holders Change %
+37.5%
% of All Funds
0.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
2
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
WI
1
WJ Interests
Sugar Land,
Texas
| $13M | -$4.78M | -165,320 | -27% |
|
2
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $5.03M | +$490K | +16,938 | +11% |
|
|
FEG
3
Financial Enhancement Group
Anderson,
Indiana
| $1.88M | -$320K | -11,332 | -15% |
|
|
IWP
4
Innova Wealth Partners
Newtown,
Pennsylvania
| $1.22M | -$73.5K | -2,543 | -6% |
|
|
WIA
5
World Investment Advisors
Santa Barbara,
California
| $396K | +$396K | +13,708 | New |
|
6
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $358K | -$148K | -5,130 | -29% |
|
|
GS
7
GTS Securities
New York
| $212K | +$212K | +7,321 | New |
|
|
AWM
8
Avior Wealth Management
Omaha,
Nebraska
| $116K | +$116K | +4,019 | New |
|
9
UBS Group
Zurich,
Switzerland
| $69.4K | +$69.1K | +2,391 | +21,736% |
|
|
GWM
10
Geneos Wealth Management
Englewood,
Colorado
| $34.7K | – | – | – |
|
11
Morgan Stanley
New York
| $67 | +$67 | +2 | New |
|
12
Citadel Advisors
Miami,
Florida
| – | -$224K | -8,474 | Closed |
|