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Brookstone Ultra-Short Bond ETF
BAMU

12 hedge funds and large institutions have $61.8M invested in Brookstone Ultra-Short Bond ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

33% more funds holding

Funds holding: 9 → 12 (+3)

3% more capital invested

Capital invested by funds: $60.1M → $61.8M (+$1.76M)

0.59% less ownership

Funds ownership: 99.38% → 98.79% (-0.59%)

Holders
12
Holders Change
+3
Holders Change %
+33.33%
% of All Funds
0.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
3
Reduced
–
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
+$1.28M
2
SW
Simplicity Wealth
New Jersey
+$477K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$91.7K
4
TWP
Triad Wealth Partners
Kansas
+$86.5K
5
CP
Camelot Portfolios
Ohio
+$15.9K

Top Sellers

Rank Fund Capital Flow
1
GS
GTS Securities
New York
-$333K
2
Jane Street
Jane Street
New York
-$206K
3
FFA
Farther Finance Advisors
California
-$2.86K
4
UBS Group
UBS Group
Switzerland
-$1.44K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$60.6M +$1.28M +50,710 +2%
SW
2
Simplicity Wealth
New Jersey
$476K +$477K +18,834 New
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$359K +$91.7K +3,620 +34%
CB
4
Chris Bulman
California
$207K +$208K +8,208 New
TWP
5
Triad Wealth Partners
Kansas
$86.3K +$86.5K +3,415 New
GI
6
Gradient Investments
Minnesota
$23.8K +$5.04K +199 +27%
Osaic Holdings
7
Osaic Holdings
Arizona
$21.3K – – –
CP
8
Camelot Portfolios
Ohio
$15.8K +$15.9K +626 New
Wells Fargo
9
Wells Fargo
California
$10.3K +$10.3K +406 New
MWM
10
Mascoma Wealth Management
New Hampshire
$6.17K +$6.18K +244 New
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$3K +$3.44K +136 New
TFGT
12
TS Financial Group (TSFG)
Illinois
$2K – – –
GS
13
GTS Securities
New York
– -$333K -13,157 Closed
Jane Street
14
Jane Street
New York
– -$206K -8,156 Closed
FFA
15
Farther Finance Advisors
California
– -$2.86K -113 Closed
UBS Group
16
UBS Group
Switzerland
– -$1.44K -57 Closed

BAMU Hedge Fund Activity: Q2 2024 in Review

12 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Brookstone Ultra-Short Bond ETF (BAMU) for Q2 2024, worth a combined $61.8M — up 2.9% from $60.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BAMU positions and 4 closed out — a net gain of 3 holders — while 3 added to existing stakes and 0 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $1.28M. The largest seller was GTS Securities, exiting entirely with an estimated $333K sold.

  • 12 institutional investors held Brookstone Ultra-Short Bond ETF (BAMU) as of Q2 2024, up from 9 in Q1 2024.
  • Funds reported $61.8M of Brookstone Ultra-Short Bond ETF stock for Q2 2024, up 2.9% quarter-over-quarter.
  • 7 funds opened new Brookstone Ultra-Short Bond ETF positions in Q2 2024 and 4 closed out, a net change of +3 holders.
  • The largest Brookstone Ultra-Short Bond ETF buyer in Q2 2024 was Brookstone Capital Management, an estimated $1.28M added.
  • The largest Brookstone Ultra-Short Bond ETF seller in Q2 2024 was GTS Securities, an estimated $333K sold.

Based on aggregated 13F filings for Q2 2024.