We are live on ! Find out more
BAMB icon

Brookstone Intermediate Bond ETF

7 hedge funds and large institutions have $46.7M invested in Brookstone Intermediate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

9,238% more capital invested

Capital invested by funds: $501K → $46.7M (+$46.2M)

600% more funds holding

Funds holding: 17 (+6)

1.6% less ownership

Funds ownership: 100%98.4% (-1.6%)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
7
Holders Change
+6
Holders Change %
+600%
% of All Funds
0.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$45.7M +$45.2M +1,791,041 New
Citadel Advisors
2
Citadel Advisors
Florida
$621K +$614K +24,323 New
GS
3
GTS Securities
New York
$362K -$147K -5,812 -29%
IPW
4
Impact Partnership Wealth
Georgia
$12K +$11.8K +469 New
TFGT
5
TS Financial Group (TSFG)
Illinois
$2K +$1.89K +75 New
UBS Group
6
UBS Group
Switzerland
$1.53K +$1.51K +60 New
GI
7
Gradient Investments
Minnesota
$1.46K +$1.44K +57 New

BAMB Hedge Fund Activity: Q4 2023 in Review

7 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Brookstone Intermediate Bond ETF (BAMB) for Q4 2023, worth a combined $46.7M — up 9,238% from $501K a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BAMB positions and 0 closed out — a net gain of 6 holders — while 0 added to existing stakes and 1 trimmed.

The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $45.2M. The largest seller was GTS Securities, cutting an estimated $147K.

  • 7 institutional investors held Brookstone Intermediate Bond ETF (BAMB) as of Q4 2023, up from 1 in Q3 2023.
  • Funds reported $46.7M of Brookstone Intermediate Bond ETF stock for Q4 2023, up 9,238% quarter-over-quarter.
  • 6 funds opened new Brookstone Intermediate Bond ETF positions in Q4 2023 and 0 closed out, a net change of +6 holders.
  • The largest Brookstone Intermediate Bond ETF buyer in Q4 2023 was Brookstone Capital Management, an estimated $45.2M added.
  • The largest Brookstone Intermediate Bond ETF seller in Q4 2023 was GTS Securities, an estimated $147K sold.

Based on aggregated 13F filings for Q4 2023.