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Brookstone Dividend Stock ETF
BAMD

17 hedge funds and large institutions have $91.3M invested in Brookstone Dividend Stock ETF in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

70% more funds holding

Funds holding: 10 → 17 (+7)

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

4.97% less ownership

Funds ownership: 98.29% → 93.32% (-5%)

7% less capital invested

Capital invested by funds: $98.7M → $91.3M (-$7.4M)

Holders
17
Holders Change
+7
Holders Change %
+70%
% of All Funds
0.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
3
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACM
AlphaStar Capital Management
North Carolina
+$1.26M
2
GS
GTS Securities
New York
+$937K
3
FA
FSA Advisors
Michigan
+$302K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$192K
5
Bank of America
Bank of America
North Carolina
+$72.9K

Top Sellers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
-$5.66M
2
IPW
Impact Partnership Wealth
Georgia
-$223K
3
SW
Simplicity Wealth
New Jersey
-$69.7K
4
JP Morgan Chase
JP Morgan Chase
New York
-$64.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$86.7M -$5.66M -186,394 -6%
GS
2
GTS Securities
New York
$1.27M +$937K +30,851 +268%
ACM
3
AlphaStar Capital Management
North Carolina
$1.24M +$1.26M +41,399 New
CB
4
Chris Bulman
California
$661K +$48.7K +1,602 +8%
SW
5
Simplicity Wealth
New Jersey
$448K -$69.7K -2,294 -13%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$430K +$192K +6,334 +79%
FA
7
FSA Advisors
Michigan
$298K +$302K +9,943 New
Bank of America
8
Bank of America
North Carolina
$72K +$72.9K +2,400 New
KAS
9
Kestra Advisory Services
Texas
$41.4K +$41.8K +1,377 New
ACM
10
Anfield Capital Management
California
$35.9K – – –
Osaic Holdings
11
Osaic Holdings
Arizona
$25.5K – – –
HI
12
Harbour Investments
Wisconsin
$24.9K – – –
AAG
13
Armstrong Advisory Group
Massachusetts
$17.6K +$17.8K +587 New
AWM
14
AE Wealth Management
Kansas
$4.32K +$4.37K +144 New
CP
15
Camelot Portfolios
Ohio
$3.06K +$3.1K +102 New
KCM
16
Key Capital Management
Tennessee
$1.08K +$1.09K +36 New
WWA
17
Wealth Watch Advisors
Colorado
$390 +$395 +13 New
IPW
18
Impact Partnership Wealth
Georgia
– -$223K -7,095 Closed
JP Morgan Chase
19
JP Morgan Chase
New York
– -$64.9K -2,069 Closed

BAMD Hedge Fund Activity: Q4 2025 in Review

17 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Brookstone Dividend Stock ETF (BAMD) for Q4 2025, worth a combined $91.3M — down 7.5% from $98.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BAMD positions and 2 closed out — a net gain of 7 holders — while 3 added to existing stakes and 2 trimmed.

The largest buyer was AlphaStar Capital Management, opening a new position worth an estimated $1.26M. The largest seller was Brookstone Capital Management, cutting an estimated $5.66M.

  • 17 institutional investors held Brookstone Dividend Stock ETF (BAMD) as of Q4 2025, up from 10 in Q3 2025.
  • Funds reported $91.3M of Brookstone Dividend Stock ETF stock for Q4 2025, down 7.5% quarter-over-quarter.
  • 9 funds opened new Brookstone Dividend Stock ETF positions in Q4 2025 and 2 closed out, a net change of +7 holders.
  • The largest Brookstone Dividend Stock ETF buyer in Q4 2025 was AlphaStar Capital Management, an estimated $1.26M added.
  • The largest Brookstone Dividend Stock ETF seller in Q4 2025 was Brookstone Capital Management, an estimated $5.66M sold.

Based on aggregated 13F filings for Q4 2025.