Brookstone Dividend Stock ETF
BAMD
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.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
10% more funds holding
Funds holding: 10 → 11 (+1)
7% more capital invested
Capital invested by funds: $85.7M → $91.3M (+$5.67M)
1.07% more ownership
Funds ownership: 96.86% → 97.93% (+1.1%)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$3.38M |
| 2 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$464K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$235K |
| 4 |
TWP
Triad Wealth Partners
Lawrence,
Kansas
|
+$217K |
| 5 |
FA
FSA Advisors
Troy,
Michigan
|
+$209K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$362K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$256K |
| 3 |
IPW
Impact Partnership Wealth
Marietta,
Georgia
|
-$166K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$9.85K |
| 5 |
WW
Winnow Wealth
Waco,
Texas
|
-$6.61K |
BAMD Hedge Fund Activity: Q1 2025 in Review
11 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Brookstone Dividend Stock ETF (BAMD) for Q1 2025, worth a combined $91.3M — up 6.6% from $85.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new BAMD positions and 4 closed out — a net gain of 1 holder — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $3.38M. The largest seller was GTS Securities, cutting an estimated $362K.
- 11 institutional investors held Brookstone Dividend Stock ETF (BAMD) as of Q1 2025, up from 10 in Q4 2024.
- Funds reported $91.3M of Brookstone Dividend Stock ETF stock for Q1 2025, up 6.6% quarter-over-quarter.
- 5 funds opened new Brookstone Dividend Stock ETF positions in Q1 2025 and 4 closed out, a net change of +1 holder.
- The largest Brookstone Dividend Stock ETF buyer in Q1 2025 was Brookstone Capital Management, an estimated $3.38M added.
- The largest Brookstone Dividend Stock ETF seller in Q1 2025 was GTS Securities, an estimated $362K sold.
Based on aggregated 13F filings for Q1 2025.