Brookstone Dividend Stock ETF
BAMD
10 hedge funds and large institutions have $85.7M invested in Brookstone Dividend Stock ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
25% more funds holding
Funds holding: 8 → 10 (+2)
3% more capital invested
Capital invested by funds: $83.2M → $85.7M (+$2.49M)
0.51% less ownership
Funds ownership: 97.37% → 96.86% (-0.51%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$6.61M |
| 2 |
IPW
Impact Partnership Wealth
Marietta,
Georgia
|
+$393K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$268K |
| 4 |
GS
GTS Securities
New York
|
+$243K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$8.94K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$1.01M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$217K |
| 3 |
CB
Chris Bulman
Roseville,
California
|
-$497 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
1
Brookstone Capital Management
Wheaton,
Illinois
| $83.3M | +$6.61M | +199,597 | +8% |
|
|
GS
2
GTS Securities
New York
| $984K | +$243K | +7,331 | +31% |
|
|
CB
3
Chris Bulman
Roseville,
California
| $730K | -$497 | -15 | -0.1% |
|
|
IPW
4
Impact Partnership Wealth
Marietta,
Georgia
| $374K | +$393K | +11,857 | New |
|
|
5
Citadel Advisors
Miami,
Florida
| $256K | +$268K | +8,101 | New |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $26.8K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $9.85K | +$8.94K | +270 | +643% |
|
|
WW
8
Winnow Wealth
Waco,
Texas
| $6.61K | +$6.96K | +210 | New |
|
|
TFGT
9
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $2K | – | – | – |
|
10
Fidelity Investments
Boston,
Massachusetts
| $32 | +$33 | +1 | New |
|
|
SW
11
Simplicity Wealth
Summit,
New Jersey
| – | -$1.01M | -30,537 | Closed |
|
|
12
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$217K | -6,570 | Closed |
|
BAMD Hedge Fund Activity: Q4 2024 in Review
10 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Brookstone Dividend Stock ETF (BAMD) for Q4 2024, worth a combined $85.7M — up 3% from $83.2M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new BAMD positions and 2 closed out — a net gain of 2 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $6.61M. The largest seller was Simplicity Wealth, exiting entirely with an estimated $1.01M sold.
- 10 institutional investors held Brookstone Dividend Stock ETF (BAMD) as of Q4 2024, up from 8 in Q3 2024.
- Funds reported $85.7M of Brookstone Dividend Stock ETF stock for Q4 2024, up 3% quarter-over-quarter.
- 4 funds opened new Brookstone Dividend Stock ETF positions in Q4 2024 and 2 closed out, a net change of +2 holders.
- The largest Brookstone Dividend Stock ETF buyer in Q4 2024 was Brookstone Capital Management, an estimated $6.61M added.
- The largest Brookstone Dividend Stock ETF seller in Q4 2024 was Simplicity Wealth, an estimated $1.01M sold.
Based on aggregated 13F filings for Q4 2024.