Brookstone Ultra-Short Bond ETF
BAMU
12 hedge funds and large institutions have $69.8M invested in Brookstone Ultra-Short Bond ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
50% more funds holding
Funds holding: 8 → 12 (+4)
2% less capital invested
Capital invested by funds: $71.3M → $69.8M (-$1.49M)
1.88% less ownership
Funds ownership: 99.25% → 97.37% (-1.9%)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$265K |
| 2 |
CP
Camelot Portfolios
Maumee,
Ohio
|
+$15.8K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$10.3K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$10.1K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.95K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$1.08M |
| 2 |
Morgan Stanley
New York
|
-$170K |
| 3 |
GS
GTS Securities
New York
|
-$103K |
| 4 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$55.5K |
| 5 |
JP Morgan Chase
New York
|
-$13.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
1
Brookstone Capital Management
Wheaton,
Illinois
| $68.3M | -$1.08M | -42,539 | -2% |
|
|
GS
2
GTS Securities
New York
| $684K | -$103K | -4,083 | -13% |
|
|
SW
3
Simplicity Wealth
Summit,
New Jersey
| $417K | -$55.5K | -2,194 | -12% |
|
|
ACM
4
AlphaStar Capital Management
Cornelius,
North Carolina
| $264K | +$265K | +10,485 | New |
|
|
HI
5
Harbour Investments
Madison,
Wisconsin
| $25.7K | – | – | – |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $25.1K | +$3.95K | +156 | +18% |
|
|
CP
7
Camelot Portfolios
Maumee,
Ohio
| $15.7K | +$15.8K | +626 | New |
|
|
8
JP Morgan Chase
New York
| $11.9K | -$13.3K | -527 | -53% |
|
|
9
UBS Group
Zurich,
Switzerland
| $11.7K | +$10.1K | +400 | +625% |
|
|
AWM
10
AE Wealth Management
Topeka,
Kansas
| $10.2K | +$10.3K | +407 | New |
|
|
KCM
11
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
| $6.69K | +$6.73K | +266 | New |
|
|
WWA
12
Wealth Watch Advisors
Englewood,
Colorado
| $2.26K | +$2.28K | +90 | New |
|
|
13
Morgan Stanley
New York
| – | -$170K | -6,724 | Closed |
|
BAMU Hedge Fund Activity: Q4 2025 in Review
12 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Brookstone Ultra-Short Bond ETF (BAMU) for Q4 2025, worth a combined $69.8M — down 2.1% from $71.3M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new BAMU positions and 1 closed out — a net gain of 4 holders — while 2 added to existing stakes and 4 trimmed.
The largest buyer was AlphaStar Capital Management, opening a new position worth an estimated $265K. The largest seller was Brookstone Capital Management, cutting an estimated $1.08M.
- 12 institutional investors held Brookstone Ultra-Short Bond ETF (BAMU) as of Q4 2025, up from 8 in Q3 2025.
- Funds reported $69.8M of Brookstone Ultra-Short Bond ETF stock for Q4 2025, down 2.1% quarter-over-quarter.
- 5 funds opened new Brookstone Ultra-Short Bond ETF positions in Q4 2025 and 1 closed out, a net change of +4 holders.
- The largest Brookstone Ultra-Short Bond ETF buyer in Q4 2025 was AlphaStar Capital Management, an estimated $265K added.
- The largest Brookstone Ultra-Short Bond ETF seller in Q4 2025 was Brookstone Capital Management, an estimated $1.08M sold.
Based on aggregated 13F filings for Q4 2025.