Brookstone Ultra-Short Bond ETF
BAMU
9 hedge funds and large institutions have $63.7M invested in Brookstone Ultra-Short Bond ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
13% more funds holding
Funds holding: 8 → 9 (+1)
2% more capital invested
Capital invested by funds: $62.5M → $63.7M (+$1.19M)
0.25% more ownership
Funds ownership: 96.81% → 97.05% (+0.25%)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$2.47M |
| 2 |
IPW
Impact Partnership Wealth
Marietta,
Georgia
|
+$241K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$81.8K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.94K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$585K |
| 2 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$466K |
| 3 |
GS
GTS Securities
New York
|
-$100K |
| 4 |
CP
Castleview Partners
Dallas,
Texas
|
-$14.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
1
Brookstone Capital Management
Wheaton,
Illinois
| $62.5M | +$2.47M | +97,523 | +4% |
|
|
2
Jane Street
New York
| $354K | -$585K | -23,077 | -62% |
|
|
3
Citadel Advisors
Miami,
Florida
| $305K | +$81.8K | +3,227 | +36% |
|
|
IPW
4
Impact Partnership Wealth
Marietta,
Georgia
| $239K | +$241K | +9,501 | New |
|
|
GS
5
GTS Securities
New York
| $223K | -$100K | -3,964 | -31% |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $21.2K | – | – | – |
|
|
WW
7
Winnow Wealth
Waco,
Texas
| $5.26K | +$5.32K | +210 | New |
|
|
8
UBS Group
Zurich,
Switzerland
| $2.92K | +$2.94K | +116 | New |
|
|
TFGT
9
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $2K | – | – | – |
|
|
SW
10
Simplicity Wealth
Summit,
New Jersey
| – | -$466K | -18,405 | Closed |
|
|
CP
11
Castleview Partners
Dallas,
Texas
| – | -$14.9K | -588 | Closed |
|
BAMU Hedge Fund Activity: Q4 2024 in Review
9 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Brookstone Ultra-Short Bond ETF (BAMU) for Q4 2024, worth a combined $63.7M — up 1.9% from $62.5M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new BAMU positions and 2 closed out — a net gain of 1 holder — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $2.47M. The largest seller was Jane Street, cutting an estimated $585K.
- 9 institutional investors held Brookstone Ultra-Short Bond ETF (BAMU) as of Q4 2024, up from 8 in Q3 2024.
- Funds reported $63.7M of Brookstone Ultra-Short Bond ETF stock for Q4 2024, up 1.9% quarter-over-quarter.
- 3 funds opened new Brookstone Ultra-Short Bond ETF positions in Q4 2024 and 2 closed out, a net change of +1 holder.
- The largest Brookstone Ultra-Short Bond ETF buyer in Q4 2024 was Brookstone Capital Management, an estimated $2.47M added.
- The largest Brookstone Ultra-Short Bond ETF seller in Q4 2024 was Jane Street, an estimated $585K sold.
Based on aggregated 13F filings for Q4 2024.