Brookstone Opportunities ETF
BAMO
9 hedge funds and large institutions have $36.6M invested in Brookstone Opportunities ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
13% more funds holding
Funds holding: 8 → 9 (+1)
4% more capital invested
Capital invested by funds: $35.2M → $36.6M (+$1.44M)
0.34% more ownership
Funds ownership: 97.07% → 97.42% (+0.34%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$1.16M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$333K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$201K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$5.88K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$30 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$385K |
| 2 |
GS
GTS Securities
Miami,
Florida
|
-$286K |
| 3 |
CB
Chris Bulman
Roseville,
California
|
-$2.32K |
BAMO Hedge Fund Activity: Q4 2024 in Review
9 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Brookstone Opportunities ETF (BAMO) for Q4 2024, worth a combined $36.6M — up 4.1% from $35.2M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new BAMO positions and 2 closed out — a net gain of 1 holder — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $1.16M. The largest seller was Simplicity Wealth, exiting entirely with an estimated $385K sold.
- 9 institutional investors held Brookstone Opportunities ETF (BAMO) as of Q4 2024, up from 8 in Q3 2024.
- Funds reported $36.6M of Brookstone Opportunities ETF stock for Q4 2024, up 4.1% quarter-over-quarter.
- 3 funds opened new Brookstone Opportunities ETF positions in Q4 2024 and 2 closed out, a net change of +1 holder.
- The largest Brookstone Opportunities ETF buyer in Q4 2024 was Brookstone Capital Management, an estimated $1.16M added.
- The largest Brookstone Opportunities ETF seller in Q4 2024 was Simplicity Wealth, an estimated $385K sold.
Based on aggregated 13F filings for Q4 2024.