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Brookstone Active ETF
BAMA

7 hedge funds and large institutions have $38.2M invested in Brookstone Active ETF in 2024 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $37.8M → $38.2M (+$374K)

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

1.43% less ownership

Funds ownership: 97.46% → 96.02% (-1.4%)

13% less funds holding

Funds holding: 8 → 7 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
7
Holders Change
-1
Holders Change %
-12.5%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
+$1.01M
2
UBS Group
UBS Group
Switzerland
+$19.4K

Top Sellers

Rank Fund Capital Flow
1
SW
Simplicity Wealth
New Jersey
-$392K
2
GS
GTS Securities
Florida
-$205K
3
JP Morgan Chase
JP Morgan Chase
New York
-$101K
4
CB
Chris Bulman
California
-$2.23K

BAMA Hedge Fund Activity: Q4 2024 in Review

7 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Brookstone Active ETF (BAMA) for Q4 2024, worth a combined $38.2M — up 0.99% from $37.8M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of BAMA and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 2 added.

The largest buyer was Brookstone Capital Management, adding an estimated $1.01M. The largest seller was Simplicity Wealth, exiting entirely with an estimated $392K sold.

  • 7 institutional investors held Brookstone Active ETF (BAMA) as of Q4 2024, down from 8 in Q3 2024.
  • Funds reported $38.2M of Brookstone Active ETF stock for Q4 2024, up 0.99% quarter-over-quarter.
  • 1 fund opened new Brookstone Active ETF positions in Q4 2024 and 2 closed out, a net change of -1 holder.
  • The largest Brookstone Active ETF buyer in Q4 2024 was Brookstone Capital Management, an estimated $1.01M added.
  • The largest Brookstone Active ETF seller in Q4 2024 was Simplicity Wealth, an estimated $392K sold.

Based on aggregated 13F filings for Q4 2024.