Strategy Shares Newfound/ReSolve Robust Momentum ETF
ROMO
12 hedge funds and large institutions have $21.3M invested in Strategy Shares Newfound/ReSolve Robust Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 2 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less capital invested
Capital invested by funds: $21.3M → $21.3M (-$36.4K)
0.48% less ownership
Funds ownership: 73.97% → 73.49% (-0.48%)
8% less funds holding
Funds holding: 13 → 12 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WJ Interests
Sugar Land,
Texas
|
+$148K |
| 2 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$64.7K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$4.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$674K |
| 2 |
LA
Lifeworks Advisors
Grand Rapids,
Michigan
|
-$264K |
| 3 |
Goldman Sachs
New York
|
-$219K |
| 4 |
NCM
Northwest Capital Management
Lake Oswego,
Oregon
|
-$86.7K |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$32.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WI
1
WJ Interests
Sugar Land,
Texas
| $15M | +$148K | +4,543 | +1% |
|
|
IWP
2
Innova Wealth Partners
Newtown,
Pennsylvania
| $1.89M | -$21K | -644 | -1% |
|
|
FEG
3
Financial Enhancement Group
Anderson,
Indiana
| $1.78M | +$64.7K | +1,985 | +4% |
|
|
LA
4
Lifeworks Advisors
Grand Rapids,
Michigan
| $1.46M | -$264K | -8,102 | -16% |
|
|
GS
5
GTS Securities
New York
| $538K | -$674K | -20,671 | -56% |
|
|
WIA
6
World Investment Advisors
Santa Barbara,
California
| $412K | -$14K | -430 | -3% |
|
|
7
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $106K | -$32.8K | -1,005 | -24% |
|
|
GWM
8
Geneos Wealth Management
Englewood,
Colorado
| $80.7K | – | – | – |
|
|
HI
9
Harbour Investments
Madison,
Wisconsin
| $10.1K | – | – | – |
|
|
10
UBS Group
Zurich,
Switzerland
| $4.54K | +$4.4K | +135 | New |
|
|
NSIM
11
North Star Investment Management
Chicago,
Illinois
| $3.36K | – | – | – |
|
12
AssetMark Inc
Concord,
California
| $1.61K | – | – | – |
|
|
13
Goldman Sachs
New York
| – | -$219K | -6,840 | Closed |
|
|
NCM
14
Northwest Capital Management
Lake Oswego,
Oregon
| – | -$86.7K | -2,708 | Closed |
|
ROMO Hedge Fund Activity: Q3 2025 in Review
12 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) for Q3 2025, worth a combined $21.3M — down 0.17% from $21.3M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of ROMO and 1 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 2 added.
The largest buyer was WJ Interests, adding an estimated $148K. The largest seller was GTS Securities, cutting an estimated $674K.
- 12 institutional investors held Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) as of Q3 2025, down from 13 in Q2 2025.
- Funds reported $21.3M of Strategy Shares Newfound/ReSolve Robust Momentum ETF stock for Q3 2025, down 0.17% quarter-over-quarter.
- 1 fund opened new Strategy Shares Newfound/ReSolve Robust Momentum ETF positions in Q3 2025 and 2 closed out, a net change of -1 holder.
- The largest Strategy Shares Newfound/ReSolve Robust Momentum ETF buyer in Q3 2025 was WJ Interests, an estimated $148K added.
- The largest Strategy Shares Newfound/ReSolve Robust Momentum ETF seller in Q3 2025 was GTS Securities, an estimated $674K sold.
Based on aggregated 13F filings for Q3 2025.