Strategy Shares Newfound/ReSolve Robust Momentum ETF
ROMO
12 hedge funds and large institutions have $27M invested in Strategy Shares Newfound/ReSolve Robust Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 7 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
1.49% less ownership
Funds ownership: 79.93% → 78.44% (-1.5%)
18% less capital invested
Capital invested by funds: $32.8M → $27M (-$5.85M)
33% less funds holding
Funds holding: 18 → 12 (-6)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
86% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$180K |
| 2 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$128K |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$76.2K |
| 4 |
IWP
Innova Wealth Partners
Newtown,
Pennsylvania
|
+$10.9K |
| 5 |
AssetMark Inc
Concord,
California
|
+$1.52K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OPWM
Oregon Pacific Wealth Management
Medford,
Oregon
|
-$2.32M |
| 2 |
GS
GTS Securities
New York
|
-$1.09M |
| 3 |
LA
Lifeworks Advisors
Grand Rapids,
Michigan
|
-$727K |
| 4 |
WI
WJ Interests
Sugar Land,
Texas
|
-$262K |
| 5 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
-$242K |
ROMO Hedge Fund Activity: Q1 2025 in Review
12 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) for Q1 2025, worth a combined $27M — down 18% from $32.8M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of ROMO and 1 opened new positions — a net loss of 6 holders — while 4 trimmed existing stakes and 5 added.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $180K. The largest seller was Oregon Pacific Wealth Management, exiting entirely with an estimated $2.32M sold.
- 12 institutional investors held Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) as of Q1 2025, down from 18 in Q4 2024.
- Funds reported $27M of Strategy Shares Newfound/ReSolve Robust Momentum ETF stock for Q1 2025, down 18% quarter-over-quarter.
- 1 fund opened new Strategy Shares Newfound/ReSolve Robust Momentum ETF positions in Q1 2025 and 7 closed out, a net change of -6 holders.
- The largest Strategy Shares Newfound/ReSolve Robust Momentum ETF buyer in Q1 2025 was Carson Wealth (CWM LLC), an estimated $180K added.
- The largest Strategy Shares Newfound/ReSolve Robust Momentum ETF seller in Q1 2025 was Oregon Pacific Wealth Management, an estimated $2.32M sold.
Based on aggregated 13F filings for Q1 2025.