Brookstone Ultra-Short Bond ETF
BAMU
8 hedge funds and large institutions have $71.3M invested in Brookstone Ultra-Short Bond ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 3 closing their positions.
3.78% more ownership
Funds ownership: 95.46% → 99.25% (+3.8%)
2% more capital invested
Capital invested by funds: $70M → $71.3M (+$1.27M)
11% less funds holding
Funds holding: 9 → 8 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$2.07M |
| 2 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$476K |
| 3 |
Morgan Stanley
New York
|
+$170K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$498K |
| 2 |
TWP
Triad Wealth Partners
Lawrence,
Kansas
|
-$477K |
| 3 |
Jane Street
New York
|
-$328K |
| 4 |
JP Morgan Chase
New York
|
-$92.7K |
| 5 |
GS
GTS Securities
New York
|
-$36.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
1
Brookstone Capital Management
Wheaton,
Illinois
| $69.7M | +$2.07M | +81,689 | +3% |
|
|
GS
2
GTS Securities
New York
| $791K | -$36.5K | -1,443 | -4% |
|
|
SW
3
Simplicity Wealth
Summit,
New Jersey
| $475K | +$476K | +18,796 | New |
|
|
4
Morgan Stanley
New York
| $170K | +$170K | +6,724 | New |
|
|
HI
5
Harbour Investments
Madison,
Wisconsin
| $25.9K | -$4.71K | -186 | -15% |
|
|
6
JP Morgan Chase
New York
| $25.3K | -$92.7K | -3,659 | -79% |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $21.3K | – | – | – |
|
8
UBS Group
Zurich,
Switzerland
| $1.62K | -$5.45K | -215 | -77% |
|
|
9
Citadel Advisors
Miami,
Florida
| – | -$498K | -19,682 | Closed |
|
|
TWP
10
Triad Wealth Partners
Lawrence,
Kansas
| – | -$477K | -18,850 | Closed |
|
|
11
Jane Street
New York
| – | -$328K | -12,982 | Closed |
|
BAMU Hedge Fund Activity: Q3 2025 in Review
8 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Brookstone Ultra-Short Bond ETF (BAMU) for Q3 2025, worth a combined $71.3M — up 1.8% from $70M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of BAMU and 2 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 1 added.
The largest buyer was Brookstone Capital Management, adding an estimated $2.07M. The largest seller was Citadel Advisors, exiting entirely with an estimated $498K sold.
- 8 institutional investors held Brookstone Ultra-Short Bond ETF (BAMU) as of Q3 2025, down from 9 in Q2 2025.
- Funds reported $71.3M of Brookstone Ultra-Short Bond ETF stock for Q3 2025, up 1.8% quarter-over-quarter.
- 2 funds opened new Brookstone Ultra-Short Bond ETF positions in Q3 2025 and 3 closed out, a net change of -1 holder.
- The largest Brookstone Ultra-Short Bond ETF buyer in Q3 2025 was Brookstone Capital Management, an estimated $2.07M added.
- The largest Brookstone Ultra-Short Bond ETF seller in Q3 2025 was Citadel Advisors, an estimated $498K sold.
Based on aggregated 13F filings for Q3 2025.