Brookstone Opportunities ETF
BAMO
13 hedge funds and large institutions have $34.8M invested in Brookstone Opportunities ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
117% more funds holding
Funds holding: 6 → 13 (+7)
6% more capital invested
Capital invested by funds: $32.8M → $34.8M (+$2.05M)
1.04% less ownership
Funds ownership: 97.03% → 95.99% (-1%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$373K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$237K |
| 3 |
TWP
Triad Wealth Partners
Lawrence,
Kansas
|
+$38.2K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$7.25K |
| 5 |
CP
Camelot Portfolios
Maumee,
Ohio
|
+$4.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$163K |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$31.6K |
| 3 |
FFA
Farther Finance Advisors
San Francisco,
California
|
-$1.7K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$28 |
BAMO Hedge Fund Activity: Q2 2024 in Review
13 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Brookstone Opportunities ETF (BAMO) for Q2 2024, worth a combined $34.8M — up 6.3% from $32.8M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new BAMO positions and 2 closed out — a net gain of 7 holders — while 0 added to existing stakes and 2 trimmed.
The largest buyer was Simplicity Wealth, opening a new position worth an estimated $373K. The largest seller was Brookstone Capital Management, cutting an estimated $163K.
- 13 institutional investors held Brookstone Opportunities ETF (BAMO) as of Q2 2024, up from 6 in Q1 2024.
- Funds reported $34.8M of Brookstone Opportunities ETF stock for Q2 2024, up 6.3% quarter-over-quarter.
- 9 funds opened new Brookstone Opportunities ETF positions in Q2 2024 and 2 closed out, a net change of +7 holders.
- The largest Brookstone Opportunities ETF buyer in Q2 2024 was Simplicity Wealth, an estimated $373K added.
- The largest Brookstone Opportunities ETF seller in Q2 2024 was Brookstone Capital Management, an estimated $163K sold.
Based on aggregated 13F filings for Q2 2024.