Brookstone Ultra-Short Bond ETF
BAMU
9 hedge funds and large institutions have $60.1M invested in Brookstone Ultra-Short Bond ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
50% more funds holding
Funds holding: 6 → 9 (+3)
6% more capital invested
Capital invested by funds: $56.6M → $60.1M (+$3.46M)
2.65% more ownership
Funds ownership: 96.73% → 99.38% (+2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$2.71M |
| 2 |
GS
GTS Securities
New York
|
+$332K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$267K |
| 4 |
Jane Street
New York
|
+$206K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$21.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$481K |
| 2 |
IPW
Impact Partnership Wealth
Marietta,
Georgia
|
-$14.7K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.08K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
1
Brookstone Capital Management
Wheaton,
Illinois
| $59.2M | +$2.71M | +107,632 | +5% |
|
|
GS
2
GTS Securities
New York
| $333K | +$332K | +13,157 | New |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $268K | +$267K | +10,581 | New |
|
|
4
Jane Street
New York
| $206K | +$206K | +8,156 | New |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $21.3K | +$21.3K | +844 | New |
|
|
GI
6
Gradient Investments
Arden Hills,
Minnesota
| $18.7K | +$17.2K | +684 | +1,200% |
|
|
FFA
7
Farther Finance Advisors
San Francisco,
California
| $2.86K | +$2.85K | +113 | New |
|
|
TFGT
8
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $2K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $1.44K | -$1.08K | -43 | -43% |
|
|
10
Citadel Advisors
Miami,
Florida
| – | -$481K | -19,139 | Closed |
|
|
IPW
11
Impact Partnership Wealth
Marietta,
Georgia
| – | -$14.7K | -585 | Closed |
|
BAMU Hedge Fund Activity: Q1 2024 in Review
9 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Brookstone Ultra-Short Bond ETF (BAMU) for Q1 2024, worth a combined $60.1M — up 6.1% from $56.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new BAMU positions and 2 closed out — a net gain of 3 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $2.71M. The largest seller was Citadel Advisors, exiting entirely with an estimated $481K sold.
- 9 institutional investors held Brookstone Ultra-Short Bond ETF (BAMU) as of Q1 2024, up from 6 in Q4 2023.
- Funds reported $60.1M of Brookstone Ultra-Short Bond ETF stock for Q1 2024, up 6.1% quarter-over-quarter.
- 5 funds opened new Brookstone Ultra-Short Bond ETF positions in Q1 2024 and 2 closed out, a net change of +3 holders.
- The largest Brookstone Ultra-Short Bond ETF buyer in Q1 2024 was Brookstone Capital Management, an estimated $2.71M added.
- The largest Brookstone Ultra-Short Bond ETF seller in Q1 2024 was Citadel Advisors, an estimated $481K sold.
Based on aggregated 13F filings for Q1 2024.