Brookstone Growth Stock ETF
BAMG
8 hedge funds and large institutions have $74.6M invested in Brookstone Growth Stock ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
33% more funds holding
Funds holding: 6 → 8 (+2)
18% more capital invested
Capital invested by funds: $63.2M → $74.6M (+$11.4M)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
2.92% less ownership
Funds ownership: 101.22% → 98.31% (-2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$7.45M |
| 2 |
GS
GTS Securities
New York
|
+$338K |
| 3 |
LA
Lifeworks Advisors
Grand Rapids,
Michigan
|
+$272K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$24.4K |
| 5 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$3.38K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.53M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$42.2K |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$23.2K |
| 4 |
IPW
Impact Partnership Wealth
Marietta,
Georgia
|
-$6.52K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
1
Brookstone Capital Management
Wheaton,
Illinois
| $73.7M | +$7.45M | +255,333 | +12% |
|
|
GS
2
GTS Securities
New York
| $349K | +$338K | +11,582 | New |
|
|
LA
3
Lifeworks Advisors
Grand Rapids,
Michigan
| $281K | +$272K | +9,327 | New |
|
|
GI
4
Gradient Investments
Arden Hills,
Minnesota
| $160K | -$23.2K | -795 | -13% |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $25.2K | +$24.4K | +836 | New |
|
|
FFA
6
Farther Finance Advisors
San Francisco,
California
| $3.48K | +$3.38K | +116 | New |
|
|
TFGT
7
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $2K | – | – | – |
|
8
Fidelity Investments
Boston,
Massachusetts
| $30 | +$29 | +1 | New |
|
|
9
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.53M | -54,618 | Closed |
|
|
10
UBS Group
Zurich,
Switzerland
| – | -$42.2K | -1,508 | Closed |
|
|
IPW
11
Impact Partnership Wealth
Marietta,
Georgia
| – | -$6.52K | -233 | Closed |
|
BAMG Hedge Fund Activity: Q1 2024 in Review
8 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Brookstone Growth Stock ETF (BAMG) for Q1 2024, worth a combined $74.6M — up 18% from $63.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new BAMG positions and 3 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $7.45M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.53M sold.
- 8 institutional investors held Brookstone Growth Stock ETF (BAMG) as of Q1 2024, up from 6 in Q4 2023.
- Funds reported $74.6M of Brookstone Growth Stock ETF stock for Q1 2024, up 18% quarter-over-quarter.
- 5 funds opened new Brookstone Growth Stock ETF positions in Q1 2024 and 3 closed out, a net change of +2 holders.
- The largest Brookstone Growth Stock ETF buyer in Q1 2024 was Brookstone Capital Management, an estimated $7.45M added.
- The largest Brookstone Growth Stock ETF seller in Q1 2024 was Susquehanna International Group, an estimated $1.53M sold.
Based on aggregated 13F filings for Q1 2024.