Brookstone Growth Stock ETF
BAMG
9 hedge funds and large institutions have $98.4M invested in Brookstone Growth Stock ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
29% more funds holding
Funds holding: 7 → 9 (+2)
13% more capital invested
Capital invested by funds: $87.1M → $98.4M (+$11.3M)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
0.52% less ownership
Funds ownership: 97.43% → 96.9% (-0.52%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$9.19M |
| 2 |
IPW
Impact Partnership Wealth
Marietta,
Georgia
|
+$407K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$244K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$8.91K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$984K |
| 2 |
GS
GTS Securities
New York
|
-$262K |
| 3 |
CB
Chris Bulman
Roseville,
California
|
-$20.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
1
Brookstone Capital Management
Wheaton,
Illinois
| $96.7M | +$9.19M | +266,100 | +10% |
|
|
CB
2
Chris Bulman
Roseville,
California
| $761K | -$20.8K | -603 | -3% |
|
|
IPW
3
Impact Partnership Wealth
Marietta,
Georgia
| $404K | +$407K | +11,788 | New |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $243K | +$244K | +7,073 | New |
|
|
GS
5
GTS Securities
New York
| $208K | -$262K | -7,587 | -56% |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $28.7K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $9.94K | +$8.91K | +258 | +806% |
|
|
WW
8
Winnow Wealth
Waco,
Texas
| $6.86K | +$6.94K | +201 | New |
|
|
TFGT
9
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $2K | – | – | – |
|
|
SW
10
Simplicity Wealth
Summit,
New Jersey
| – | -$984K | -29,602 | Closed |
|
BAMG Hedge Fund Activity: Q4 2024 in Review
9 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Brookstone Growth Stock ETF (BAMG) for Q4 2024, worth a combined $98.4M — up 13% from $87.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new BAMG positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $9.19M. The largest seller was Simplicity Wealth, exiting entirely with an estimated $984K sold.
- 9 institutional investors held Brookstone Growth Stock ETF (BAMG) as of Q4 2024, up from 7 in Q3 2024.
- Funds reported $98.4M of Brookstone Growth Stock ETF stock for Q4 2024, up 13% quarter-over-quarter.
- 3 funds opened new Brookstone Growth Stock ETF positions in Q4 2024 and 1 closed out, a net change of +2 holders.
- The largest Brookstone Growth Stock ETF buyer in Q4 2024 was Brookstone Capital Management, an estimated $9.19M added.
- The largest Brookstone Growth Stock ETF seller in Q4 2024 was Simplicity Wealth, an estimated $984K sold.
Based on aggregated 13F filings for Q4 2024.