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Brookstone Ultra-Short Bond ETF

9 hedge funds and large institutions have $70M invested in Brookstone Ultra-Short Bond ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

13% more funds holding

Funds holding: 89 (+1)

4% more capital invested

Capital invested by funds: $67.5M → $70M (+$2.49M)

1.59% less ownership

Funds ownership: 97.05%95.46% (-1.6%)

Holders
9
Holders Change
+1
Holders Change %
+12.5%
% of All Funds
0.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
4
Reduced
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$67.7M +$1.44M +56,988 +2%
GS
2
GTS Securities
New York
$828K +$454K +17,925 +121%
Citadel Advisors
3
Citadel Advisors
Florida
$498K +$498K +19,682 New
TWP
4
Triad Wealth Partners
Kansas
$477K +$119K +4,708 +33%
Jane Street
5
Jane Street
New York
$328K +$329K +12,982 New
JP Morgan Chase
6
JP Morgan Chase
New York
$118K +$118K +4,659 New
HI
7
Harbour Investments
Wisconsin
$30.6K +$30.6K +1,209 New
Osaic Holdings
8
Osaic Holdings
Arizona
$21.3K
UBS Group
9
UBS Group
Switzerland
$7.05K +$3.24K +128 +85%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
-$270K -10,684 Closed
CB
11
Chris Bulman
California
-$202K -7,994 Closed
TFGT
12
TS Financial Group (TSFG)
Illinois
-$2K -75 Closed

BAMU Hedge Fund Activity: Q2 2025 in Review

9 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Brookstone Ultra-Short Bond ETF (BAMU) for Q2 2025, worth a combined $70M — up 3.7% from $67.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new BAMU positions and 3 closed out — a net gain of 1 holder — while 4 added to existing stakes and 0 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $1.44M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $270K sold.

  • 9 institutional investors held Brookstone Ultra-Short Bond ETF (BAMU) as of Q2 2025, up from 8 in Q1 2025.
  • Funds reported $70M of Brookstone Ultra-Short Bond ETF stock for Q2 2025, up 3.7% quarter-over-quarter.
  • 4 funds opened new Brookstone Ultra-Short Bond ETF positions in Q2 2025 and 3 closed out, a net change of +1 holder.
  • The largest Brookstone Ultra-Short Bond ETF buyer in Q2 2025 was Brookstone Capital Management, an estimated $1.44M added.
  • The largest Brookstone Ultra-Short Bond ETF seller in Q2 2025 was Susquehanna International Group, an estimated $270K sold.

Based on aggregated 13F filings for Q2 2025.