Brookstone Ultra-Short Bond ETF
BAMU
8 hedge funds and large institutions have $67.5M invested in Brookstone Ultra-Short Bond ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 4 closing their positions.
6% more capital invested
Capital invested by funds: $63.7M → $67.5M (+$3.8M)
0% less ownership
Funds ownership: 97.05% → 97.05% (-0%)
11% less funds holding
Funds holding: 9 → 8 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
Top Sellers
| 1 |
Jane Street
New York
|
-$354K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$305K |
| 3 |
IPW
Impact Partnership Wealth
Marietta,
Georgia
|
-$239K |
| 4 |
WW
Winnow Wealth
Waco,
Texas
|
-$5.26K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
1
Brookstone Capital Management
Wheaton,
Illinois
| $66.3M | +$3.35M | +132,901 | +5% |
|
|
GS
2
GTS Securities
New York
| $375K | +$150K | +5,945 | +67% |
|
|
TWP
3
Triad Wealth Partners
Lawrence,
Kansas
| $358K | +$357K | +14,142 | New |
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $270K | +$270K | +10,684 | New |
|
|
CB
5
Chris Bulman
Roseville,
California
| $202K | +$202K | +7,994 | New |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $21.3K | – | – | – |
|
7
UBS Group
Zurich,
Switzerland
| $3.82K | +$883 | +35 | +30% |
|
|
TFGT
8
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $2K | – | – | – |
|
|
9
Jane Street
New York
| – | -$354K | -14,069 | Closed |
|
|
10
Citadel Advisors
Miami,
Florida
| – | -$305K | -12,145 | Closed |
|
|
IPW
11
Impact Partnership Wealth
Marietta,
Georgia
| – | -$239K | -9,501 | Closed |
|
|
WW
12
Winnow Wealth
Waco,
Texas
| – | -$5.26K | -210 | Closed |
|
BAMU Hedge Fund Activity: Q1 2025 in Review
8 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Brookstone Ultra-Short Bond ETF (BAMU) for Q1 2025, worth a combined $67.5M — up 6% from $63.7M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of BAMU and 3 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 3 added.
The largest buyer was Brookstone Capital Management, adding an estimated $3.35M. The largest seller was Jane Street, exiting entirely with an estimated $354K sold.
- 8 institutional investors held Brookstone Ultra-Short Bond ETF (BAMU) as of Q1 2025, down from 9 in Q4 2024.
- Funds reported $67.5M of Brookstone Ultra-Short Bond ETF stock for Q1 2025, up 6% quarter-over-quarter.
- 3 funds opened new Brookstone Ultra-Short Bond ETF positions in Q1 2025 and 4 closed out, a net change of -1 holder.
- The largest Brookstone Ultra-Short Bond ETF buyer in Q1 2025 was Brookstone Capital Management, an estimated $3.35M added.
- The largest Brookstone Ultra-Short Bond ETF seller in Q1 2025 was Jane Street, an estimated $354K sold.
Based on aggregated 13F filings for Q1 2025.