Brookstone Dividend Stock ETF
BAMD
6 hedge funds and large institutions have $60.6M invested in Brookstone Dividend Stock ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
4,263% more capital invested
Capital invested by funds: $1.39M → $60.6M (+$59.2M)
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
200% more funds holding
Funds holding: 2 → 6 (+4)
100.05% more ownership
Funds ownership: 0% → 100.05% (+100%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$55.2M |
| 2 |
Goldman Sachs
New York
|
+$291K |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$159K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$60.3K |
| 5 |
IPW
Impact Partnership Wealth
Marietta,
Georgia
|
+$6.13K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$502K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
1
Brookstone Capital Management
Wheaton,
Illinois
| $60M | +$55.2M | +2,144,981 | +5,975% |
|
|
2
Goldman Sachs
New York
| $311K | +$291K | +11,305 | New |
|
|
GI
3
Gradient Investments
Arden Hills,
Minnesota
| $170K | +$159K | +6,181 | New |
|
|
4
UBS Group
Zurich,
Switzerland
| $64.4K | +$60.3K | +2,341 | New |
|
|
IPW
5
Impact Partnership Wealth
Marietta,
Georgia
| $6.55K | +$6.13K | +238 | New |
|
|
TFGT
6
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $2K | +$1.88K | +73 | New |
|
|
GS
7
GTS Securities
New York
| – | -$502K | -19,999 | Closed |
|
BAMD Hedge Fund Activity: Q4 2023 in Review
6 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Brookstone Dividend Stock ETF (BAMD) for Q4 2023, worth a combined $60.6M — up 4,263% from $1.39M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new BAMD positions and 1 closed out — a net gain of 4 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $55.2M. The largest seller was GTS Securities, exiting entirely with an estimated $502K sold.
- 6 institutional investors held Brookstone Dividend Stock ETF (BAMD) as of Q4 2023, up from 2 in Q3 2023.
- Funds reported $60.6M of Brookstone Dividend Stock ETF stock for Q4 2023, up 4,263% quarter-over-quarter.
- 5 funds opened new Brookstone Dividend Stock ETF positions in Q4 2023 and 1 closed out, a net change of +4 holders.
- The largest Brookstone Dividend Stock ETF buyer in Q4 2023 was Brookstone Capital Management, an estimated $55.2M added.
- The largest Brookstone Dividend Stock ETF seller in Q4 2023 was GTS Securities, an estimated $502K sold.
Based on aggregated 13F filings for Q4 2023.