Brookstone Dividend Stock ETF
BAMD
10 hedge funds and large institutions have $92.6M invested in Brookstone Dividend Stock ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
1% more capital invested
Capital invested by funds: $91.3M → $92.6M (+$1.28M)
0.36% more ownership
Funds ownership: 97.93% → 98.3% (+0.36%)
9% less funds holding
Funds holding: 11 → 10 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$5.08M |
| 2 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$414K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$238K |
| 4 |
FA
FSA Advisors
Troy,
Michigan
|
+$57.5K |
| 5 |
TWP
Triad Wealth Partners
Lawrence,
Kansas
|
+$50.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$286K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$239K |
| 3 |
IPW
Impact Partnership Wealth
Marietta,
Georgia
|
-$214K |
| 4 |
CB
Chris Bulman
Roseville,
California
|
-$14.3K |
| 5 |
TFGT
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
1
Brookstone Capital Management
Wheaton,
Illinois
| $89.8M | +$5.08M | +165,902 | +6% |
|
|
SW
2
Simplicity Wealth
Summit,
New Jersey
| $869K | +$414K | +13,529 | +93% |
|
|
CB
3
Chris Bulman
Roseville,
California
| $718K | -$14.3K | -468 | -2% |
|
|
GS
4
GTS Securities
New York
| $323K | -$286K | -9,342 | -47% |
|
|
TWP
5
Triad Wealth Partners
Lawrence,
Kansas
| $262K | +$50.9K | +1,664 | +24% |
|
|
FA
6
FSA Advisors
Troy,
Michigan
| $261K | +$57.5K | +1,878 | +29% |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $240K | +$238K | +7,766 | New |
|
|
ACM
8
Anfield Capital Management
Irvine,
California
| $36.9K | – | – | – |
|
|
HI
9
Harbour Investments
Madison,
Wisconsin
| $30.9K | +$30.6K | +1,001 | New |
|
10
Osaic Holdings
Scottsdale,
Arizona
| $26.2K | – | – | – |
|
|
OMC
11
Old Mission Capital
Chicago,
Illinois
| – | -$239K | -7,393 | Closed |
|
|
IPW
12
Impact Partnership Wealth
Marietta,
Georgia
| – | -$214K | -6,647 | Closed |
|
|
TFGT
13
TS Financial Group (TSFG)
Lake Forest,
Illinois
| – | -$2K | -73 | Closed |
|
BAMD Hedge Fund Activity: Q2 2025 in Review
10 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Brookstone Dividend Stock ETF (BAMD) for Q2 2025, worth a combined $92.6M — up 1.4% from $91.3M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of BAMD and 2 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 4 added.
The largest buyer was Brookstone Capital Management, adding an estimated $5.08M. The largest seller was GTS Securities, cutting an estimated $286K.
- 10 institutional investors held Brookstone Dividend Stock ETF (BAMD) as of Q2 2025, down from 11 in Q1 2025.
- Funds reported $92.6M of Brookstone Dividend Stock ETF stock for Q2 2025, up 1.4% quarter-over-quarter.
- 2 funds opened new Brookstone Dividend Stock ETF positions in Q2 2025 and 3 closed out, a net change of -1 holder.
- The largest Brookstone Dividend Stock ETF buyer in Q2 2025 was Brookstone Capital Management, an estimated $5.08M added.
- The largest Brookstone Dividend Stock ETF seller in Q2 2025 was GTS Securities, an estimated $286K sold.
Based on aggregated 13F filings for Q2 2025.