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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$53M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$482K |
| 3 |
IPW
Impact Partnership Wealth
Marietta,
Georgia
|
+$14.7K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.52K |
| 5 |
TFGT
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
+$1.89K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$501K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
1
Brookstone Capital Management
Wheaton,
Illinois
| $56.1M | +$53M | +2,106,646 | +1,655% |
|
|
2
Citadel Advisors
Miami,
Florida
| $481K | +$482K | +19,139 | New |
|
|
IPW
3
Impact Partnership Wealth
Marietta,
Georgia
| $14.7K | +$14.7K | +585 | New |
|
|
4
UBS Group
Zurich,
Switzerland
| $2.51K | +$2.52K | +100 | New |
|
|
TFGT
5
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $2K | +$1.89K | +75 | New |
|
|
GI
6
Gradient Investments
Arden Hills,
Minnesota
| $1.43K | +$1.43K | +57 | New |
|
|
GS
7
GTS Securities
New York
| – | -$501K | -20,000 | Closed |
|
BAMU Hedge Fund Activity: Q4 2023 in Review
6 of the 6,860 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.