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Brookstone Intermediate Bond ETF

8 hedge funds and large institutions have $63.3M invested in Brookstone Intermediate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

2.83% more ownership

Funds ownership: 96.39%99.23% (+2.8%)

2% more capital invested

Capital invested by funds: $62.3M → $63.3M (+$1.09M)

11% less funds holding

Funds holding: 98 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
8
Holders Change
-1
Holders Change %
-11.11%
% of All Funds
0.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
4
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$60.7M +$1.06M +40,070 +2%
Citadel Advisors
2
Citadel Advisors
Florida
$986K -$764K -28,948 -44%
GS
3
GTS Securities
New York
$785K +$505K +19,122 +182%
SW
4
Simplicity Wealth
New Jersey
$444K +$442K +16,761 New
Jane Street
5
Jane Street
New York
$383K +$41.7K +1,580 +12%
HI
6
Harbour Investments
Wisconsin
$24.3K -$4.67K -177 -16%
Osaic Holdings
7
Osaic Holdings
Arizona
$22.3K
UBS Group
8
UBS Group
Switzerland
$1.7K +$1.24K +47 +276%
TWP
9
Triad Wealth Partners
Kansas
-$437K -16,561 Closed
JP Morgan Chase
10
JP Morgan Chase
New York
-$57K -2,161 Closed

BAMB Hedge Fund Activity: Q3 2025 in Review

8 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Brookstone Intermediate Bond ETF (BAMB) for Q3 2025, worth a combined $63.3M — up 1.8% from $62.3M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of BAMB and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 4 added.

The largest buyer was Brookstone Capital Management, adding an estimated $1.06M. The largest seller was Citadel Advisors, cutting an estimated $764K.

  • 8 institutional investors held Brookstone Intermediate Bond ETF (BAMB) as of Q3 2025, down from 9 in Q2 2025.
  • Funds reported $63.3M of Brookstone Intermediate Bond ETF stock for Q3 2025, up 1.8% quarter-over-quarter.
  • 1 fund opened new Brookstone Intermediate Bond ETF positions in Q3 2025 and 2 closed out, a net change of -1 holder.
  • The largest Brookstone Intermediate Bond ETF buyer in Q3 2025 was Brookstone Capital Management, an estimated $1.06M added.
  • The largest Brookstone Intermediate Bond ETF seller in Q3 2025 was Citadel Advisors, an estimated $764K sold.

Based on aggregated 13F filings for Q3 2025.