Brookstone Opportunities ETF
BAMO
13 hedge funds and large institutions have $40.9M invested in Brookstone Opportunities ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 0 closing their positions.
86% more funds holding
Funds holding: 7 → 13 (+6)
2% less capital invested
Capital invested by funds: $41.8M → $40.9M (-$901K)
2.87% less ownership
Funds ownership: 98.63% → 95.76% (-2.9%)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$527K |
| 2 |
CB
Chris Bulman
Roseville,
California
|
+$18.2K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$7.2K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$5.7K |
| 5 |
CP
Camelot Portfolios
Maumee,
Ohio
|
+$5.15K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$1.42M |
| 2 |
GS
GTS Securities
New York
|
-$649K |
| 3 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$32.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
1
Brookstone Capital Management
Wheaton,
Illinois
| $39.3M | -$1.42M | -43,830 | -4% |
|
|
ACM
2
AlphaStar Capital Management
Cornelius,
North Carolina
| $530K | +$527K | +16,265 | New |
|
|
GS
3
GTS Securities
New York
| $453K | -$649K | -20,033 | -59% |
|
|
SW
4
Simplicity Wealth
Summit,
New Jersey
| $271K | -$32.6K | -1,006 | -11% |
|
|
CB
5
Chris Bulman
Roseville,
California
| $256K | +$18.2K | +563 | +8% |
|
|
HI
6
Harbour Investments
Madison,
Wisconsin
| $14.9K | – | – | – |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $14.4K | – | – | – |
|
|
ACM
8
Anfield Capital Management
Irvine,
California
| $12.1K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $7.23K | +$7.2K | +222 | New |
|
|
AWM
10
AE Wealth Management
Topeka,
Kansas
| $5.73K | +$5.7K | +176 | New |
|
|
CP
11
Camelot Portfolios
Maumee,
Ohio
| $5.18K | +$5.15K | +159 | New |
|
|
KCM
12
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
| $1.92K | +$1.91K | +59 | New |
|
|
WWA
13
Wealth Watch Advisors
Englewood,
Colorado
| $717 | +$713 | +22 | New |
|
BAMO Hedge Fund Activity: Q4 2025 in Review
13 of the 8,232 institutional investors tracked by Wall St. Rank reported a position in Brookstone Opportunities ETF (BAMO) for Q4 2025, worth a combined $40.9M — down 2.2% from $41.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new BAMO positions and 0 closed out — a net gain of 6 holders — while 1 added to existing stakes and 3 trimmed.
The largest buyer was AlphaStar Capital Management, opening a new position worth an estimated $527K. The largest seller was Brookstone Capital Management, cutting an estimated $1.42M.
- 13 institutional investors held Brookstone Opportunities ETF (BAMO) as of Q4 2025, up from 7 in Q3 2025.
- Funds reported $40.9M of Brookstone Opportunities ETF stock for Q4 2025, down 2.2% quarter-over-quarter.
- 6 funds opened new Brookstone Opportunities ETF positions in Q4 2025 and 0 closed out, a net change of +6 holders.
- The largest Brookstone Opportunities ETF buyer in Q4 2025 was AlphaStar Capital Management, an estimated $527K added.
- The largest Brookstone Opportunities ETF seller in Q4 2025 was Brookstone Capital Management, an estimated $1.42M sold.
Based on aggregated 13F filings for Q4 2025.