Strategy Shares Newfound/ReSolve Robust Momentum ETF
ROMO
11 hedge funds and large institutions have $19.6M invested in Strategy Shares Newfound/ReSolve Robust Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 2 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
1.72% less ownership
Funds ownership: 73.49% → 71.77% (-1.7%)
8% less capital invested
Capital invested by funds: $21.3M → $19.6M (-$1.64M)
8% less funds holding
Funds holding: 12 → 11 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
+$644K |
| 2 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
+$379K |
| 3 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$11K |
| 4 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$1.53K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LA
Lifeworks Advisors
Grand Rapids,
Michigan
|
-$765K |
| 2 |
WI
WJ Interests
Sugar Land,
Texas
|
-$764K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$4.54K |
| 4 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
-$3.36K |
| 5 |
IWP
Innova Wealth Partners
Newtown,
Pennsylvania
|
-$1.67K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WI
1
WJ Interests
Sugar Land,
Texas
| $13.4M | -$764K | -22,465 | -5% |
|
|
IWP
2
Innova Wealth Partners
Newtown,
Pennsylvania
| $1.78M | -$1.67K | -49 | -0.1% |
|
|
FEG
3
Financial Enhancement Group
Anderson,
Indiana
| $1.7M | +$11K | +323 | +0.6% |
|
|
GS
4
GTS Securities
New York
| $1.11M | +$644K | +18,937 | +118% |
|
|
LA
5
Lifeworks Advisors
Grand Rapids,
Michigan
| $669K | -$765K | -22,491 | -52% |
|
|
WIA
6
World Investment Advisors
Santa Barbara,
California
| $391K | +$1.53K | +45 | +0.4% |
|
|
OWA
7
Outlook Wealth Advisors
Shenandoah,
Texas
| $354K | +$379K | +11,159 | New |
|
8
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $100K | – | – | – |
|
|
GWM
9
Geneos Wealth Management
Englewood,
Colorado
| $76.2K | – | – | – |
|
|
HI
10
Harbour Investments
Madison,
Wisconsin
| $9.56K | – | – | – |
|
11
AssetMark Inc
Concord,
California
| $1.52K | – | – | – |
|
|
12
UBS Group
Zurich,
Switzerland
| – | -$4.54K | -135 | Closed |
|
|
NSIM
13
North Star Investment Management
Chicago,
Illinois
| – | -$3.36K | -100 | Closed |
|
ROMO Hedge Fund Activity: Q4 2025 in Review
11 of the 8,232 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) for Q4 2025, worth a combined $19.6M — down 7.7% 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 3 trimmed existing stakes and 3 added.
The largest buyer was GTS Securities, adding an estimated $644K. The largest seller was Lifeworks Advisors, cutting an estimated $765K.
- 11 institutional investors held Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) as of Q4 2025, down from 12 in Q3 2025.
- Funds reported $19.6M of Strategy Shares Newfound/ReSolve Robust Momentum ETF stock for Q4 2025, down 7.7% quarter-over-quarter.
- 1 fund opened new Strategy Shares Newfound/ReSolve Robust Momentum ETF positions in Q4 2025 and 2 closed out, a net change of -1 holder.
- The largest Strategy Shares Newfound/ReSolve Robust Momentum ETF buyer in Q4 2025 was GTS Securities, an estimated $644K added.
- The largest Strategy Shares Newfound/ReSolve Robust Momentum ETF seller in Q4 2025 was Lifeworks Advisors, an estimated $765K sold.
Based on aggregated 13F filings for Q4 2025.