Strategy Shares Newfound/ReSolve Robust Momentum ETF
ROMO
12 hedge funds and large institutions have $25.8M invested in Strategy Shares Newfound/ReSolve Robust Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 3 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
16% more capital invested
Capital invested by funds: $22.3M → $25.8M (+$3.52M)
9% more funds holding
Funds holding: 11 → 12 (+1)
4.4% more ownership
Funds ownership: 58.09% → 62.48% (+4.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
+$705K |
| 2 |
WI
WJ Interests
Sugar Land,
Texas
|
+$631K |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$592K |
| 4 |
IWP
Innova Wealth Partners
Newtown,
Pennsylvania
|
+$456K |
| 5 |
LA
Lifeworks Advisors
Grand Rapids,
Michigan
|
+$410K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$358K |
| 2 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$253K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$69.4K |
| 4 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$11K |
| 5 |
Morgan Stanley
New York
|
-$67 |
ROMO Hedge Fund Activity: Q2 2024 in Review
12 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) for Q2 2024, worth a combined $25.8M — up 16% from $22.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new ROMO positions and 3 closed out — a net gain of 1 holder — while 5 added to existing stakes and 2 trimmed.
The largest buyer was GTS Securities, adding an estimated $705K. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $358K sold.
- 12 institutional investors held Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) as of Q2 2024, up from 11 in Q1 2024.
- Funds reported $25.8M of Strategy Shares Newfound/ReSolve Robust Momentum ETF stock for Q2 2024, up 16% quarter-over-quarter.
- 4 funds opened new Strategy Shares Newfound/ReSolve Robust Momentum ETF positions in Q2 2024 and 3 closed out, a net change of +1 holder.
- The largest Strategy Shares Newfound/ReSolve Robust Momentum ETF buyer in Q2 2024 was GTS Securities, an estimated $705K added.
- The largest Strategy Shares Newfound/ReSolve Robust Momentum ETF seller in Q2 2024 was Cambridge Investment Research Advisors, an estimated $358K sold.
Based on aggregated 13F filings for Q2 2024.