Brookstone Dividend Stock ETF
BAMD
13 hedge funds and large institutions have $78.2M invested in Brookstone Dividend Stock ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
86% more funds holding
Funds holding: 7 → 13 (+6)
10% more capital invested
Capital invested by funds: $70.7M → $78.2M (+$7.42M)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
2.89% less ownership
Funds ownership: 98.98% → 96.09% (-2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$895K |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$782K |
| 3 |
TWP
Triad Wealth Partners
Lawrence,
Kansas
|
+$62.1K |
| 4 |
GS
GTS Securities
New York
|
+$24.4K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$9.46K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$102K |
| 2 |
LA
Lifeworks Advisors
Grand Rapids,
Michigan
|
-$30.8K |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$29 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
1
Brookstone Capital Management
Wheaton,
Illinois
| $75.8M | +$782K | +27,216 | +1% |
|
|
SW
2
Simplicity Wealth
Summit,
New Jersey
| $902K | +$895K | +31,131 | New |
|
|
CB
3
Chris Bulman
Roseville,
California
| $718K | +$712K | +24,781 | New |
|
|
GS
4
GTS Securities
New York
| $290K | +$24.4K | +850 | +9% |
|
|
LA
5
Lifeworks Advisors
Grand Rapids,
Michigan
| $244K | -$30.8K | -1,070 | -11% |
|
|
TWP
6
Triad Wealth Partners
Lawrence,
Kansas
| $62.7K | +$62.1K | +2,162 | New |
|
|
GI
7
Gradient Investments
Arden Hills,
Minnesota
| $55.1K | -$102K | -3,561 | -65% |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $24.6K | – | – | – |
|
|
9
Wells Fargo
San Francisco,
California
| $9.53K | +$9.46K | +329 | New |
|
10
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $3K | +$3.42K | +119 | New |
|
|
CP
11
Camelot Portfolios
Maumee,
Ohio
| $2.96K | +$2.93K | +102 | New |
|
12
UBS Group
Zurich,
Switzerland
| $2.2K | +$2.18K | +76 | New |
|
|
TFGT
13
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $2K | – | – | – |
|
|
14
Fidelity Investments
Boston,
Massachusetts
| – | -$29 | -1 | Closed |
|
BAMD Hedge Fund Activity: Q2 2024 in Review
13 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Brookstone Dividend Stock ETF (BAMD) for Q2 2024, worth a combined $78.2M — up 10% from $70.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new BAMD positions and 1 closed out — a net gain of 6 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Simplicity Wealth, opening a new position worth an estimated $895K. The largest seller was Gradient Investments, cutting an estimated $102K.
- 13 institutional investors held Brookstone Dividend Stock ETF (BAMD) as of Q2 2024, up from 7 in Q1 2024.
- Funds reported $78.2M of Brookstone Dividend Stock ETF stock for Q2 2024, up 10% quarter-over-quarter.
- 7 funds opened new Brookstone Dividend Stock ETF positions in Q2 2024 and 1 closed out, a net change of +6 holders.
- The largest Brookstone Dividend Stock ETF buyer in Q2 2024 was Simplicity Wealth, an estimated $895K added.
- The largest Brookstone Dividend Stock ETF seller in Q2 2024 was Gradient Investments, an estimated $102K sold.
Based on aggregated 13F filings for Q2 2024.