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Brookstone Growth Stock ETF
BAMG

7 hedge funds and large institutions have $87.1M invested in Brookstone Growth Stock ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $83.4M → $87.1M (+$3.7M)

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

1.27% less ownership

Funds ownership: 98.69% → 97.43% (-1.3%)

50% less funds holding

Funds holding: 14 → 7 (-7)

88% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 8

Holders
7
Holders Change
-7
Holders Change %
-50%
% of All Funds
0.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
2
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GS
GTS Securities
New York
+$230K
2
BCM
Brookstone Capital Management
Illinois
+$72.6K
3
UBS Group
UBS Group
Switzerland
+$1.02K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$283K
2
LA
Lifeworks Advisors
Michigan
-$258K
3
TWP
Triad Wealth Partners
Kansas
-$61.8K
4
GI
Gradient Investments
Minnesota
-$56.6K
5
CB
Chris Bulman
California
-$49.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$84.9M +$72.6K +2,284 +0.1%
SW
2
Simplicity Wealth
New Jersey
$984K -$19K -596 -2%
CB
3
Chris Bulman
California
$758K -$49.6K -1,558 -6%
GS
4
GTS Securities
New York
$454K +$230K +7,223 +112%
Osaic Holdings
5
Osaic Holdings
Arizona
$27.8K – – –
TFGT
6
TS Financial Group (TSFG)
Illinois
$2K – – –
UBS Group
7
UBS Group
Switzerland
$1.06K +$1.02K +32 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
– -$283K -9,079 Closed
LA
9
Lifeworks Advisors
Michigan
– -$258K -8,272 Closed
TWP
10
Triad Wealth Partners
Kansas
– -$61.8K -1,983 Closed
GI
11
Gradient Investments
Minnesota
– -$56.6K -1,817 Closed
MWM
12
Mascoma Wealth Management
New Hampshire
– -$7.47K -240 Closed
Wells Fargo
13
Wells Fargo
California
– -$5.04K -162 Closed
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
– -$4K -116 Closed
CP
15
Camelot Portfolios
Ohio
– -$3.02K -97 Closed

BAMG Hedge Fund Activity: Q3 2024 in Review

7 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Brookstone Growth Stock ETF (BAMG) for Q3 2024, worth a combined $87.1M — up 4.4% from $83.4M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BAMG and 1 opened new positions — a net loss of 7 holders — while 2 trimmed existing stakes and 2 added.

The largest buyer was GTS Securities, adding an estimated $230K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $283K sold.

  • 7 institutional investors held Brookstone Growth Stock ETF (BAMG) as of Q3 2024, down from 14 in Q2 2024.
  • Funds reported $87.1M of Brookstone Growth Stock ETF stock for Q3 2024, up 4.4% quarter-over-quarter.
  • 1 fund opened new Brookstone Growth Stock ETF positions in Q3 2024 and 8 closed out, a net change of -7 holders.
  • The largest Brookstone Growth Stock ETF buyer in Q3 2024 was GTS Securities, an estimated $230K added.
  • The largest Brookstone Growth Stock ETF seller in Q3 2024 was Susquehanna International Group, an estimated $283K sold.

Based on aggregated 13F filings for Q3 2024.