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Brookstone Ultra-Short Bond ETF

7 hedge funds and large institutions have $67.7M invested in Brookstone Ultra-Short Bond ETF in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

3% less capital invested

Capital invested by funds: $69.8M → $67.7M (-$2.04M)

1.18% less ownership

Funds ownership: 97.37%96.19% (-1.2%)

42% less funds holding

Funds holding: 127 (-5)

83% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 6

Holders
7
Holders Change
-5
Holders Change %
-41.67%
% of All Funds
0.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
3
Reduced
2
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$66.8M -$1.72M -68,366 -3%
SW
2
Simplicity Wealth
New Jersey
$405K -$14.1K -558 -3%
Jane Street
3
Jane Street
New York
$205K +$205K +8,129 New
JP Morgan Chase
4
JP Morgan Chase
New York
$120K +$107K +4,264 +901%
HI
5
Harbour Investments
Wisconsin
$117K +$90.6K +3,597 +352%
UBS Group
6
UBS Group
Switzerland
$31.9K +$20.2K +800 +172%
Osaic Holdings
7
Osaic Holdings
Arizona
$25.2K
GS
8
GTS Securities
New York
-$684K -27,222 Closed
ACM
9
AlphaStar Capital Management
North Carolina
-$264K -10,485 Closed
CP
10
Camelot Portfolios
Ohio
-$15.7K -626 Closed
AWM
11
AE Wealth Management
Kansas
-$10.2K -407 Closed
KCM
12
Key Capital Management
Tennessee
-$6.69K -266 Closed
WWA
13
Wealth Watch Advisors
Colorado
-$2.26K -90 Closed

BAMU Hedge Fund Activity: Q1 2026 in Review

7 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Brookstone Ultra-Short Bond ETF (BAMU) for Q1 2026, worth a combined $67.7M — down 2.9% from $69.8M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of BAMU and 1 opened new positions — a net loss of 5 holders — while 2 trimmed existing stakes and 3 added.

The largest buyer was Jane Street, opening a new position worth an estimated $205K. The largest seller was Brookstone Capital Management, cutting an estimated $1.72M.

  • 7 institutional investors held Brookstone Ultra-Short Bond ETF (BAMU) as of Q1 2026, down from 12 in Q4 2025.
  • Funds reported $67.7M of Brookstone Ultra-Short Bond ETF stock for Q1 2026, down 2.9% quarter-over-quarter.
  • 1 fund opened new Brookstone Ultra-Short Bond ETF positions in Q1 2026 and 6 closed out, a net change of -5 holders.
  • The largest Brookstone Ultra-Short Bond ETF buyer in Q1 2026 was Jane Street, an estimated $205K added.
  • The largest Brookstone Ultra-Short Bond ETF seller in Q1 2026 was Brookstone Capital Management, an estimated $1.72M sold.

Based on aggregated 13F filings for Q1 2026.