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Brookstone Intermediate Bond ETF

7 hedge funds and large institutions have $60M invested in Brookstone Intermediate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.96% less ownership

Funds ownership: 97.38%96.42% (-0.96%)

5% less capital invested

Capital invested by funds: $63.4M → $60M (-$3.39M)

33% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 3

50% less funds holding

Funds holding: 147 (-7)

88% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 8

Holders
7
Holders Change
-7
Holders Change %
-50%
% of All Funds
0.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
2
Reduced
3
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$58.6M -$1.22M -46,379 -2%
GS
2
GTS Securities
New York
$506K -$620K -23,473 -55%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$426K +$428K +16,209 New
SW
4
Simplicity Wealth
New Jersey
$374K -$14.2K -539 -4%
HI
5
Harbour Investments
Wisconsin
$117K +$93.1K +3,525 +385%
Osaic Holdings
6
Osaic Holdings
Arizona
$27.1K
UBS Group
7
UBS Group
Switzerland
$6.75K +$4.46K +169 +192%
Citadel Advisors
8
Citadel Advisors
Florida
-$1.26M -47,916 Closed
Jane Street
9
Jane Street
New York
-$310K -11,765 Closed
ACM
10
AlphaStar Capital Management
North Carolina
-$218K -8,260 Closed
CP
11
Camelot Portfolios
Ohio
-$16.4K -623 Closed
Morgan Stanley
12
Morgan Stanley
New York
-$12.2K -462 Closed
AWM
13
AE Wealth Management
Kansas
-$8.15K -309 Closed
KCM
14
Key Capital Management
Tennessee
-$6.88K -261 Closed
WWA
15
Wealth Watch Advisors
Colorado
-$2.32K -88 Closed

BAMB Hedge Fund Activity: Q1 2026 in Review

7 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Brookstone Intermediate Bond ETF (BAMB) for Q1 2026, worth a combined $60M — down 5.3% from $63.4M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BAMB and 1 opened new positions — a net loss of 7 holders — while 3 trimmed existing stakes and 2 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $428K. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.26M sold.

  • 7 institutional investors held Brookstone Intermediate Bond ETF (BAMB) as of Q1 2026, down from 14 in Q4 2025.
  • Funds reported $60M of Brookstone Intermediate Bond ETF stock for Q1 2026, down 5.3% quarter-over-quarter.
  • 1 fund opened new Brookstone Intermediate Bond ETF positions in Q1 2026 and 8 closed out, a net change of -7 holders.
  • The largest Brookstone Intermediate Bond ETF buyer in Q1 2026 was Susquehanna International Group, an estimated $428K added.
  • The largest Brookstone Intermediate Bond ETF seller in Q1 2026 was Citadel Advisors, an estimated $1.26M sold.

Based on aggregated 13F filings for Q1 2026.