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Brookstone Opportunities ETF
BAMO

7 hedge funds and large institutions have $41.8M invested in Brookstone Opportunities ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $39M → $41.8M (+$2.79M)

1.77% more ownership

Funds ownership: 96.86% → 98.63% (+1.8%)

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

22% less funds holding

Funds holding: 9 → 7 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
7
Holders Change
-2
Holders Change %
-22.22%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
+$954K
2
GS
GTS Securities
New York
+$679K
3
SW
Simplicity Wealth
New Jersey
+$294K

Top Sellers

1
TWP
Triad Wealth Partners
Kansas
-$222K
2
CB
Chris Bulman
California
-$40.4K
3
HI
Harbour Investments
Wisconsin
-$2.24K
4
UBS Group
UBS Group
Switzerland
-$2.21K
5
KA
Kozak & Associates
Colorado
-$813
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$40.1M +$954K +30,195 +2%
GS
2
GTS Securities
New York
$1.09M +$679K +21,510 +173%
SW
3
Simplicity Wealth
New Jersey
$299K +$294K +9,316 New
CB
4
Chris Bulman
California
$234K -$40.4K -1,278 -15%
HI
5
Harbour Investments
Wisconsin
$14.7K -$2.24K -71 -13%
Osaic Holdings
6
Osaic Holdings
Arizona
$14K – – –
ACM
7
Anfield Capital Management
California
$11.9K – – –
TWP
8
Triad Wealth Partners
Kansas
– -$222K -7,129 Closed
UBS Group
9
UBS Group
Switzerland
– -$2.21K -71 Closed
KA
10
Kozak & Associates
Colorado
– -$813 -26 Closed