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Brookstone Intermediate Bond ETF

14 hedge funds and large institutions have $63.4M invested in Brookstone Intermediate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding

Funds holding: 814 (+6)

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

0% more capital invested

Capital invested by funds: $63.3M → $63.4M (+$82.1K)

1.84% less ownership

Funds ownership: 99.23%97.38% (-1.8%)

Holders
14
Holders Change
+6
Holders Change %
+75%
% of All Funds
0.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
4
Reduced
3
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$60M -$408K -15,319 -0.7%
Citadel Advisors
2
Citadel Advisors
Florida
$1.26M +$285K +10,692 +29%
GS
3
GTS Securities
New York
$1.13M +$348K +13,089 +44%
SW
4
Simplicity Wealth
New Jersey
$390K -$52.9K -1,989 -12%
Jane Street
5
Jane Street
New York
$310K -$71.7K -2,695 -19%
ACM
6
AlphaStar Capital Management
North Carolina
$218K +$220K +8,260 New
Osaic Holdings
7
Osaic Holdings
Arizona
$27.2K +$5K +188 +22%
HI
8
Harbour Investments
Wisconsin
$24.2K
CP
9
Camelot Portfolios
Ohio
$16.4K +$16.6K +623 New
Morgan Stanley
10
Morgan Stanley
New York
$12.2K +$12.3K +462 New
AWM
11
AE Wealth Management
Kansas
$8.15K +$8.23K +309 New
KCM
12
Key Capital Management
Tennessee
$6.88K +$6.95K +261 New
UBS Group
13
UBS Group
Switzerland
$2.32K +$639 +24 +38%
WWA
14
Wealth Watch Advisors
Colorado
$2.32K +$2.34K +88 New

BAMB Hedge Fund Activity: Q4 2025 in Review

14 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Brookstone Intermediate Bond ETF (BAMB) for Q4 2025, worth a combined $63.4M — up 0.13% from $63.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BAMB positions and 0 closed out — a net gain of 6 holders — while 4 added to existing stakes and 3 trimmed.

The largest buyer was GTS Securities, adding an estimated $348K. The largest seller was Brookstone Capital Management, cutting an estimated $408K.

  • 14 institutional investors held Brookstone Intermediate Bond ETF (BAMB) as of Q4 2025, up from 8 in Q3 2025.
  • Funds reported $63.4M of Brookstone Intermediate Bond ETF stock for Q4 2025, up 0.13% quarter-over-quarter.
  • 6 funds opened new Brookstone Intermediate Bond ETF positions in Q4 2025 and 0 closed out, a net change of +6 holders.
  • The largest Brookstone Intermediate Bond ETF buyer in Q4 2025 was GTS Securities, an estimated $348K added.
  • The largest Brookstone Intermediate Bond ETF seller in Q4 2025 was Brookstone Capital Management, an estimated $408K sold.

Based on aggregated 13F filings for Q4 2025.