Brookstone Dividend Stock ETF
BAMD
14 hedge funds and large institutions have $90.8M invested in Brookstone Dividend Stock ETF in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 7 closing their positions.
2.92% more ownership
Funds ownership: 93.32% → 96.24% (+2.9%)
1% less capital invested
Capital invested by funds: $91.3M → $90.8M (-$514K)
18% less funds holding
Funds holding: 17 → 14 (-3)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$334K |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$243K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$43.8K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$30.3K |
| 5 |
JP Morgan Chase
New York
|
+$26.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$2.62M |
| 2 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$1.24M |
| 3 |
GS
GTS Securities
Miami,
Florida
|
-$557K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$72K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$41.4K |
BAMD Hedge Fund Activity: Q1 2026 in Review
14 of the 8,191 institutional investors tracked by Wall St. Rank reported a position in Brookstone Dividend Stock ETF (BAMD) for Q1 2026, worth a combined $90.8M — down 0.56% from $91.3M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of BAMD and 4 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 2 added.
The largest buyer was Morgan Stanley, opening a new position worth an estimated $334K. The largest seller was Brookstone Capital Management, cutting an estimated $2.62M.
- 14 institutional investors held Brookstone Dividend Stock ETF (BAMD) as of Q1 2026, down from 17 in Q4 2025.
- Funds reported $90.8M of Brookstone Dividend Stock ETF stock for Q1 2026, down 0.56% quarter-over-quarter.
- 4 funds opened new Brookstone Dividend Stock ETF positions in Q1 2026 and 7 closed out, a net change of -3 holders.
- The largest Brookstone Dividend Stock ETF buyer in Q1 2026 was Morgan Stanley, an estimated $334K added.
- The largest Brookstone Dividend Stock ETF seller in Q1 2026 was Brookstone Capital Management, an estimated $2.62M sold.
Based on aggregated 13F filings for Q1 2026.