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Brookstone Opportunities ETF
BAMO

9 hedge funds and large institutions have $39M invested in Brookstone Opportunities ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

29% more funds holding

Funds holding: 7 → 9 (+2)

8% more capital invested

Capital invested by funds: $36.2M → $39M (+$2.83M)

0.13% more ownership

Funds ownership: 96.72% → 96.86% (+0.13%)

67% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 3

Holders
9
Holders Change
+2
Holders Change %
+28.57%
% 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
1
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
+$888K
2
TWP
Triad Wealth Partners
Kansas
+$213K
3
HI
Harbour Investments
Wisconsin
+$15.8K
4
KA
Kozak & Associates
Colorado
+$776

Top Sellers

1
GS
GTS Securities
New York
-$460K
2
UBS Group
UBS Group
Switzerland
-$20.6K
3
CB
Chris Bulman
California
-$7.52K
4
TFGT
TS Financial Group (TSFG)
Illinois
-$1K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$38.1M +$888K +29,772 +3%
GS
2
GTS Securities
New York
$388K -$460K -15,401 -55%
CB
3
Chris Bulman
California
$268K -$7.52K -252 -3%
TWP
4
Triad Wealth Partners
Kansas
$222K +$213K +7,129 New
HI
5
Harbour Investments
Wisconsin
$16.5K +$15.8K +529 New
Osaic Holdings
6
Osaic Holdings
Arizona
$13.8K – – –
ACM
7
Anfield Capital Management
California
$11.6K – – –
UBS Group
8
UBS Group
Switzerland
$2.21K -$20.6K -690 -91%
KA
9
Kozak & Associates
Colorado
$813 +$776 +26 New
TFGT
10
TS Financial Group (TSFG)
Illinois
– -$1K -38 Closed