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Brookstone Intermediate Bond ETF
BAMB

9 hedge funds and large institutions have $56.2M invested in Brookstone Intermediate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $55.7M → $56.2M (+$451K)

1.84% less ownership

Funds ownership: 99.07% → 97.23% (-1.8%)

44% less funds holding

Funds holding: 16 → 9 (-7)

80% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 5

88% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 8

Holders
9
Holders Change
-7
Holders Change %
-43.75%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
5
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$205K
2
CP
Castleview Partners
Texas
+$15.1K

Top Sellers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
-$208K
2
Citadel Advisors
Citadel Advisors
Florida
-$190K
3
Jane Street
Jane Street
New York
-$174K
4
CB
Chris Bulman
California
-$172K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$113K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$54.1M -$208K -7,892 -0.4%
Jane Street
2
Jane Street
New York
$923K -$174K -6,614 -16%
SW
3
Simplicity Wealth
New Jersey
$347K -$8.17K -310 -2%
JP Morgan Chase
4
JP Morgan Chase
New York
$266K +$205K +7,787 +353%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$262K -$113K -4,284 -30%
Citadel Advisors
6
Citadel Advisors
Florida
$206K -$190K -7,219 -48%
Osaic Holdings
7
Osaic Holdings
Arizona
$22.5K – – –
CP
8
Castleview Partners
Texas
$15.2K +$15.1K +571 New
TFGT
9
TS Financial Group (TSFG)
Illinois
$2K – – –
CB
10
Chris Bulman
California
– -$172K -6,689 Closed
TWP
11
Triad Wealth Partners
Kansas
– -$86.9K -3,387 Closed
CP
12
Camelot Portfolios
Ohio
– -$16K -623 Closed
GI
13
Gradient Investments
Minnesota
– -$12.8K -499 Closed
Wells Fargo
14
Wells Fargo
California
– -$8.37K -326 Closed
MWM
15
Mascoma Wealth Management
New Hampshire
– -$6.26K -244 Closed
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
– -$3K -134 Closed
UBS Group
17
UBS Group
Switzerland
– -$2.93K -114 Closed

BAMB Hedge Fund Activity: Q3 2024 in Review

9 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Brookstone Intermediate Bond ETF (BAMB) for Q3 2024, worth a combined $56.2M — up 0.81% from $55.7M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BAMB and 1 opened new positions — a net loss of 7 holders — while 5 trimmed existing stakes and 1 added.

The largest buyer was JP Morgan Chase, adding an estimated $205K. The largest seller was Brookstone Capital Management, cutting an estimated $208K.

  • 9 institutional investors held Brookstone Intermediate Bond ETF (BAMB) as of Q3 2024, down from 16 in Q2 2024.
  • Funds reported $56.2M of Brookstone Intermediate Bond ETF stock for Q3 2024, up 0.81% quarter-over-quarter.
  • 1 fund opened new Brookstone Intermediate Bond ETF positions in Q3 2024 and 8 closed out, a net change of -7 holders.
  • The largest Brookstone Intermediate Bond ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $205K added.
  • The largest Brookstone Intermediate Bond ETF seller in Q3 2024 was Brookstone Capital Management, an estimated $208K sold.

Based on aggregated 13F filings for Q3 2024.