Strategy Shares Newfound/ReSolve Robust Momentum ETF
ROMO
18 hedge funds and large institutions have $32.8M invested in Strategy Shares Newfound/ReSolve Robust Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
38% more funds holding
Funds holding: 13 → 18 (+5)
13% more capital invested
Capital invested by funds: $29.1M → $32.8M (+$3.74M)
4.91% more ownership
Funds ownership: 75.02% → 79.93% (+4.9%)
50% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWP
Innova Wealth Partners
Newtown,
Pennsylvania
|
+$1.84M |
| 2 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
+$244K |
| 3 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$244K |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$106K |
| 5 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$11.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$573K |
| 2 |
LA
Lifeworks Advisors
Grand Rapids,
Michigan
|
-$330K |
| 3 |
WI
WJ Interests
Sugar Land,
Texas
|
-$307K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$215K |
| 5 |
GS
GTS Securities
New York
|
-$83.1K |
ROMO Hedge Fund Activity: Q4 2024 in Review
18 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) for Q4 2024, worth a combined $32.8M — up 13% from $29.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new ROMO positions and 1 closed out — a net gain of 5 holders — while 3 added to existing stakes and 6 trimmed.
The largest buyer was Innova Wealth Partners, opening a new position worth an estimated $1.84M. The largest seller was Financial Enhancement Group, cutting an estimated $573K.
- 18 institutional investors held Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) as of Q4 2024, up from 13 in Q3 2024.
- Funds reported $32.8M of Strategy Shares Newfound/ReSolve Robust Momentum ETF stock for Q4 2024, up 13% quarter-over-quarter.
- 6 funds opened new Strategy Shares Newfound/ReSolve Robust Momentum ETF positions in Q4 2024 and 1 closed out, a net change of +5 holders.
- The largest Strategy Shares Newfound/ReSolve Robust Momentum ETF buyer in Q4 2024 was Innova Wealth Partners, an estimated $1.84M added.
- The largest Strategy Shares Newfound/ReSolve Robust Momentum ETF seller in Q4 2024 was Financial Enhancement Group, an estimated $573K sold.
Based on aggregated 13F filings for Q4 2024.