Brookstone Dividend Stock ETF
BAMD
10 hedge funds and large institutions have $98.7M invested in Brookstone Dividend Stock ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 2 closing their positions.
7% more capital invested
Capital invested by funds: $92.6M → $98.7M (+$6.12M)
0% more funds holding
Funds holding: 10 → 10 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
0.01% less ownership
Funds ownership: 98.3% → 98.29% (-0.01%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$5.23M |
| 2 |
IPW
Impact Partnership Wealth
Marietta,
Georgia
|
+$221K |
| 3 |
JP Morgan Chase
New York
|
+$64.6K |
| 4 |
GS
GTS Securities
New York
|
+$33.3K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$7.49K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$340K |
| 2 |
TWP
Triad Wealth Partners
Lawrence,
Kansas
|
-$262K |
| 3 |
FA
FSA Advisors
Troy,
Michigan
|
-$261K |
| 4 |
CB
Chris Bulman
Roseville,
California
|
-$87.6K |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$5.31K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
1
Brookstone Capital Management
Wheaton,
Illinois
| $96.6M | +$5.23M | +167,632 | +6% |
|
|
CB
2
Chris Bulman
Roseville,
California
| $641K | -$87.6K | -2,808 | -12% |
|
|
SW
3
Simplicity Wealth
Summit,
New Jersey
| $541K | -$340K | -10,897 | -39% |
|
|
GS
4
GTS Securities
New York
| $361K | +$33.3K | +1,068 | +10% |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $251K | +$7.49K | +240 | +3% |
|
|
IPW
6
Impact Partnership Wealth
Marietta,
Georgia
| $223K | +$221K | +7,095 | New |
|
|
7
JP Morgan Chase
New York
| $64.9K | +$64.6K | +2,069 | New |
|
|
ACM
8
Anfield Capital Management
Irvine,
California
| $37.5K | – | – | – |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $26.7K | – | – | – |
|
|
HI
10
Harbour Investments
Madison,
Wisconsin
| $26.1K | -$5.31K | -170 | -17% |
|
|
TWP
11
Triad Wealth Partners
Lawrence,
Kansas
| – | -$262K | -8,487 | Closed |
|
|
FA
12
FSA Advisors
Troy,
Michigan
| – | -$261K | -8,460 | Closed |
|
BAMD Hedge Fund Activity: Q3 2025 in Review
10 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Brookstone Dividend Stock ETF (BAMD) for Q3 2025, worth a combined $98.7M — up 6.6% from $92.6M a quarter earlier.
Fund positioning in BAMD was balanced in Q3 2025: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 3 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $5.23M. The largest seller was Simplicity Wealth, cutting an estimated $340K.
- 10 institutional investors held Brookstone Dividend Stock ETF (BAMD) as of Q3 2025, unchanged from Q2 2025.
- Funds reported $98.7M of Brookstone Dividend Stock ETF stock for Q3 2025, up 6.6% quarter-over-quarter.
- 2 funds opened new Brookstone Dividend Stock ETF positions in Q3 2025 and 2 closed out, a net change of 0 holders.
- The largest Brookstone Dividend Stock ETF buyer in Q3 2025 was Brookstone Capital Management, an estimated $5.23M added.
- The largest Brookstone Dividend Stock ETF seller in Q3 2025 was Simplicity Wealth, an estimated $340K sold.
Based on aggregated 13F filings for Q3 2025.