Strategy Shares Newfound/ReSolve Robust Momentum ETF
ROMO
13 hedge funds and large institutions have $29.1M invested in Strategy Shares Newfound/ReSolve Robust Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
13% more capital invested
Capital invested by funds: $25.8M → $29.1M (+$3.3M)
12.54% more ownership
Funds ownership: 62.48% → 75.02% (+13%)
8% more funds holding
Funds holding: 12 → 13 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LA
Lifeworks Advisors
Grand Rapids,
Michigan
|
+$2.42M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$836K |
| 3 |
GS
GTS Securities
New York
|
+$458K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$207K |
| 5 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$194K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWP
Innova Wealth Partners
Newtown,
Pennsylvania
|
-$1.73M |
| 2 |
WI
WJ Interests
Sugar Land,
Texas
|
-$88.5K |
| 3 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$25.2K |
| 4 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$13.2K |
ROMO Hedge Fund Activity: Q3 2024 in Review
13 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) for Q3 2024, worth a combined $29.1M — up 13% from $25.8M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new ROMO positions and 1 closed out — a net gain of 1 holder — while 6 added to existing stakes and 3 trimmed.
The largest buyer was Lifeworks Advisors, adding an estimated $2.42M. The largest seller was Innova Wealth Partners, exiting entirely with an estimated $1.73M sold.
- 13 institutional investors held Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) as of Q3 2024, up from 12 in Q2 2024.
- Funds reported $29.1M of Strategy Shares Newfound/ReSolve Robust Momentum ETF stock for Q3 2024, up 13% quarter-over-quarter.
- 2 funds opened new Strategy Shares Newfound/ReSolve Robust Momentum ETF positions in Q3 2024 and 1 closed out, a net change of +1 holder.
- The largest Strategy Shares Newfound/ReSolve Robust Momentum ETF buyer in Q3 2024 was Lifeworks Advisors, an estimated $2.42M added.
- The largest Strategy Shares Newfound/ReSolve Robust Momentum ETF seller in Q3 2024 was Innova Wealth Partners, an estimated $1.73M sold.
Based on aggregated 13F filings for Q3 2024.