Brookstone Opportunities ETF
BAMO
9 hedge funds and large institutions have $43.3M invested in Brookstone Opportunities ETF in 2026 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 4 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
6% more capital invested
Capital invested by funds: $40.9M → $43.3M (+$2.4M)
0.09% more ownership
Funds ownership: 95.76% → 95.85% (+0.09%)
31% less funds holding
Funds holding: 13 → 9 (-4)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$3.66M |
| 2 |
GS
GTS Securities
New York
|
+$244K |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$62.3K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$61.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$530K |
| 2 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$8.31K |
| 3 |
CB
Chris Bulman
Roseville,
California
|
-$6.81K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$5.21K |
| 5 |
CP
Camelot Portfolios
Maumee,
Ohio
|
-$5.18K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
1
Brookstone Capital Management
Wheaton,
Illinois
| $41.9M | +$3.66M | +112,378 | +9% |
|
|
GS
2
GTS Securities
New York
| $680K | +$244K | +7,498 | +54% |
|
|
SW
3
Simplicity Wealth
Summit,
New Jersey
| $256K | -$8.31K | -255 | -3% |
|
|
CB
4
Chris Bulman
Roseville,
California
| $243K | -$6.81K | -209 | -3% |
|
|
HI
5
Harbour Investments
Madison,
Wisconsin
| $75.3K | +$62.3K | +1,911 | +417% |
|
|
6
UBS Group
Zurich,
Switzerland
| $67.2K | +$61.7K | +1,893 | +853% |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $14.1K | – | – | – |
|
|
ACM
8
Anfield Capital Management
Irvine,
California
| $11.8K | – | – | – |
|
|
AWM
9
AE Wealth Management
Topeka,
Kansas
| $509 | -$5.21K | -160 | -91% |
|
|
ACM
10
AlphaStar Capital Management
Cornelius,
North Carolina
| – | -$530K | -16,265 | Closed |
|
|
CP
11
Camelot Portfolios
Maumee,
Ohio
| – | -$5.18K | -159 | Closed |
|
|
KCM
12
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
| – | -$1.92K | -59 | Closed |
|
|
WWA
13
Wealth Watch Advisors
Englewood,
Colorado
| – | -$717 | -22 | Closed |
|
BAMO Hedge Fund Activity: Q1 2026 in Review
9 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Brookstone Opportunities ETF (BAMO) for Q1 2026, worth a combined $43.3M — up 5.9% from $40.9M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of BAMO and 0 opened new positions — a net loss of 4 holders — while 3 trimmed existing stakes and 4 added.
The largest buyer was Brookstone Capital Management, adding an estimated $3.66M. The largest seller was AlphaStar Capital Management, exiting entirely with an estimated $530K sold.
- 9 institutional investors held Brookstone Opportunities ETF (BAMO) as of Q1 2026, down from 13 in Q4 2025.
- Funds reported $43.3M of Brookstone Opportunities ETF stock for Q1 2026, up 5.9% quarter-over-quarter.
- 0 funds opened new Brookstone Opportunities ETF positions in Q1 2026 and 4 closed out, a net change of -4 holders.
- The largest Brookstone Opportunities ETF buyer in Q1 2026 was Brookstone Capital Management, an estimated $3.66M added.
- The largest Brookstone Opportunities ETF seller in Q1 2026 was AlphaStar Capital Management, an estimated $530K sold.
Based on aggregated 13F filings for Q1 2026.