We are live on ! Find out more
BAMO icon

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
9
Holders Change
+1
Holders Change %
+12.5%
% of All Funds
0.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
3
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
+$1.16M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$333K
3
Citadel Advisors
Citadel Advisors
Florida
+$201K
4
UBS Group
UBS Group
Switzerland
+$5.88K
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$30

Top Sellers

1
SW
Simplicity Wealth
New Jersey
-$385K
2
GS
GTS Securities
New York
-$286K
3
CB
Chris Bulman
California
-$2.32K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$35.6M +$1.16M +38,023 +3%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$546K +$333K +10,936 +155%
CB
3
Chris Bulman
California
$262K -$2.32K -76 -0.9%
Citadel Advisors
4
Citadel Advisors
Florida
$200K +$201K +6,600 New
Osaic Holdings
5
Osaic Holdings
Arizona
$13.4K – – –
UBS Group
6
UBS Group
Switzerland
$8.03K +$5.88K +193 +268%
WW
7
Winnow Wealth
Texas
$3.25K +$3.29K +108 New
TFGT
8
TS Financial Group (TSFG)
Illinois
$1K – – –
Fidelity Investments
9
Fidelity Investments
Massachusetts
$30 +$30 +1 New
SW
10
Simplicity Wealth
New Jersey
– -$385K -12,872 Closed
GS
11
GTS Securities
New York
– -$286K -9,534 Closed