Strategy Shares Newfound/ReSolve Robust Momentum ETF
ROMO
13 hedge funds and large institutions have $21.3M invested in Strategy Shares Newfound/ReSolve Robust Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 7 reducing their positions, and 0 closing their positions.
8% more funds holding
Funds holding: 12 → 13 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.47% less ownership
Funds ownership: 78.44% → 73.97% (-4.5%)
21% less capital invested
Capital invested by funds: $27M → $21.3M (-$5.68M)
71% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
+$822K |
| 2 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
+$3.08K |
| 3 |
NCM
Northwest Capital Management
Lake Oswego,
Oregon
|
+$1.05K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$6.98M |
| 2 |
LA
Lifeworks Advisors
Grand Rapids,
Michigan
|
-$281K |
| 3 |
WI
WJ Interests
Sugar Land,
Texas
|
-$275K |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$36.9K |
| 5 |
IWP
Innova Wealth Partners
Newtown,
Pennsylvania
|
-$32.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WI
1
WJ Interests
Sugar Land,
Texas
| $14.1M | -$275K | -8,932 | -2% |
|
|
IWP
2
Innova Wealth Partners
Newtown,
Pennsylvania
| $1.82M | -$32.1K | -1,044 | -2% |
|
|
LA
3
Lifeworks Advisors
Grand Rapids,
Michigan
| $1.65M | -$281K | -9,140 | -15% |
|
|
FEG
4
Financial Enhancement Group
Anderson,
Indiana
| $1.6M | -$2.18K | -71 | -0.1% |
|
|
GS
5
GTS Securities
New York
| $1.17M | +$822K | +26,719 | +268% |
|
|
WIA
6
World Investment Advisors
Santa Barbara,
California
| $406K | -$10.8K | -352 | -3% |
|
7
Goldman Sachs
New York
| $219K | – | – | – |
|
|
8
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $133K | -$6.98M | -226,769 | -98% |
|
|
NCM
9
Northwest Capital Management
Lake Oswego,
Oregon
| $86.7K | +$1.05K | +34 | +1% |
|
|
GWM
10
Geneos Wealth Management
Englewood,
Colorado
| $76.8K | -$36.9K | -1,200 | -33% |
|
|
HI
11
Harbour Investments
Madison,
Wisconsin
| $9.64K | – | – | – |
|
|
NSIM
12
North Star Investment Management
Chicago,
Illinois
| $3.2K | +$3.08K | +100 | New |
|
13
AssetMark Inc
Concord,
California
| $1.54K | – | – | – |
|
ROMO Hedge Fund Activity: Q2 2025 in Review
13 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) for Q2 2025, worth a combined $21.3M — down 21% from $27M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new ROMO positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 7 trimmed.
The largest buyer was GTS Securities, adding an estimated $822K. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $6.98M.
- 13 institutional investors held Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) as of Q2 2025, up from 12 in Q1 2025.
- Funds reported $21.3M of Strategy Shares Newfound/ReSolve Robust Momentum ETF stock for Q2 2025, down 21% quarter-over-quarter.
- 1 fund opened new Strategy Shares Newfound/ReSolve Robust Momentum ETF positions in Q2 2025 and 0 closed out, a net change of +1 holder.
- The largest Strategy Shares Newfound/ReSolve Robust Momentum ETF buyer in Q2 2025 was GTS Securities, an estimated $822K added.
- The largest Strategy Shares Newfound/ReSolve Robust Momentum ETF seller in Q2 2025 was Carson Wealth (CWM LLC), an estimated $6.98M sold.
Based on aggregated 13F filings for Q2 2025.