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Brookstone Ultra-Short Bond ETF
BAMU

6 hedge funds and large institutions have $56.6M invested in Brookstone Ultra-Short Bond ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,432% more capital invested

Capital invested by funds: $3.69M → $56.6M (+$52.9M)

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

200% more funds holding

Funds holding: 2 → 6 (+4)

96.73% more ownership

Funds ownership: 0% → 96.73% (+97%)

Holders
6
Holders Change
+4
Holders Change %
+200%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
1
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
+$53M
2
Citadel Advisors
Citadel Advisors
Florida
+$482K
3
IPW
Impact Partnership Wealth
Georgia
+$14.7K
4
UBS Group
UBS Group
Switzerland
+$2.52K
5
TFGT
TS Financial Group (TSFG)
Illinois
+$1.89K

Top Sellers

Rank Fund Capital Flow
1
GS
GTS Securities
Florida
-$501K

BAMU Hedge Fund Activity: Q4 2023 in Review

6 of the 6,870 institutional investors tracked by Wall St. Rank reported a position in Brookstone Ultra-Short Bond ETF (BAMU) for Q4 2023, worth a combined $56.6M — up 1,432% from $3.69M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BAMU positions and 1 closed out — a net gain of 4 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $53M. The largest seller was GTS Securities, exiting entirely with an estimated $501K sold.

  • 6 institutional investors held Brookstone Ultra-Short Bond ETF (BAMU) as of Q4 2023, up from 2 in Q3 2023.
  • Funds reported $56.6M of Brookstone Ultra-Short Bond ETF stock for Q4 2023, up 1,432% quarter-over-quarter.
  • 5 funds opened new Brookstone Ultra-Short Bond ETF positions in Q4 2023 and 1 closed out, a net change of +4 holders.
  • The largest Brookstone Ultra-Short Bond ETF buyer in Q4 2023 was Brookstone Capital Management, an estimated $53M added.
  • The largest Brookstone Ultra-Short Bond ETF seller in Q4 2023 was GTS Securities, an estimated $501K sold.

Based on aggregated 13F filings for Q4 2023.