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Brookstone Dividend Stock ETF

11 hedge funds and large institutions have $91.3M invested in Brookstone Dividend Stock ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
11
Holders Change
+1
Holders Change %
+10%
% of All Funds
0.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
2
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$88.5M +$3.43M +106,169 +4%
CB
2
Chris Bulman
California
$765K +$19.6K +606 +3%
GS
3
GTS Securities
New York
$639K -$367K -11,366 -36%
SW
4
Simplicity Wealth
New Jersey
$471K +$471K +14,593 New
OMC
5
Old Mission Capital
Illinois
$239K +$239K +7,393 New
TWP
6
Triad Wealth Partners
Kansas
$220K +$220K +6,823 New
IPW
7
Impact Partnership Wealth
Georgia
$214K -$168K -5,210 -44%
FA
8
FSA Advisors
Michigan
$212K +$212K +6,582 New
ACM
9
Anfield Capital Management
California
$38.6K +$38.6K +1,195 New
Osaic Holdings
10
Osaic Holdings
Arizona
$27.4K
TFGT
11
TS Financial Group (TSFG)
Illinois
$2K
Citadel Advisors
12
Citadel Advisors
Florida
-$256K -8,101 Closed
UBS Group
13
UBS Group
Switzerland
-$9.85K -312 Closed
WW
14
Winnow Wealth
Texas
-$6.61K -210 Closed
Fidelity Investments
15
Fidelity Investments
Massachusetts
-$32 -1 Closed