Brookstone Intermediate Bond ETF
BAMB
7 hedge funds and large institutions have $55.1M invested in Brookstone Intermediate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 4 closing their positions.
0.16% less ownership
Funds ownership: 97.23% → 97.07% (-0.16%)
2% less capital invested
Capital invested by funds: $56.2M → $55.1M (-$1.09M)
22% less funds holding
Funds holding: 9 → 7 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$2.72M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$3.07K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$697K |
| 2 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$347K |
| 3 |
JP Morgan Chase
New York
|
-$266K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$206K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$43.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
1
Brookstone Capital Management
Wheaton,
Illinois
| $54.6M | +$2.72M | +104,564 | +5% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $208K | -$43.8K | -1,684 | -17% |
|
|
3
Jane Street
New York
| $201K | -$697K | -26,807 | -77% |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $21.6K | – | – | – |
|
|
WW
5
Winnow Wealth
Waco,
Texas
| $5.3K | +$5.41K | +208 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $3.02K | +$3.07K | +118 | New |
|
|
TFGT
7
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $2K | – | – | – |
|
|
SW
8
Simplicity Wealth
Summit,
New Jersey
| – | -$347K | -13,027 | Closed |
|
|
9
JP Morgan Chase
New York
| – | -$266K | -9,995 | Closed |
|
|
10
Citadel Advisors
Miami,
Florida
| – | -$206K | -7,755 | Closed |
|
|
CP
11
Castleview Partners
Dallas,
Texas
| – | -$15.2K | -571 | Closed |
|
BAMB Hedge Fund Activity: Q4 2024 in Review
7 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Brookstone Intermediate Bond ETF (BAMB) for Q4 2024, worth a combined $55.1M — down 1.9% from $56.2M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of BAMB and 2 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 1 added.
The largest buyer was Brookstone Capital Management, adding an estimated $2.72M. The largest seller was Jane Street, cutting an estimated $697K.
- 7 institutional investors held Brookstone Intermediate Bond ETF (BAMB) as of Q4 2024, down from 9 in Q3 2024.
- Funds reported $55.1M of Brookstone Intermediate Bond ETF stock for Q4 2024, down 1.9% quarter-over-quarter.
- 2 funds opened new Brookstone Intermediate Bond ETF positions in Q4 2024 and 4 closed out, a net change of -2 holders.
- The largest Brookstone Intermediate Bond ETF buyer in Q4 2024 was Brookstone Capital Management, an estimated $2.72M added.
- The largest Brookstone Intermediate Bond ETF seller in Q4 2024 was Jane Street, an estimated $697K sold.
Based on aggregated 13F filings for Q4 2024.