Brookstone Value Stock ETF
BAMV
6 hedge funds and large institutions have $65M invested in Brookstone Value Stock ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, reducing their positions, and closing their positions.
2,807% more capital invested
Capital invested by funds: $2.24M → $65M (+$62.8M)
200% more funds holding
Funds holding: 2 → 6 (+4)
99.25% more ownership
Funds ownership: 0% → 99.25% (+99%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$56.3M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$941K |
| 3 |
GS
GTS Securities
New York
|
+$301K |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$160K |
| 5 |
IPW
Impact Partnership Wealth
Marietta,
Georgia
|
+$6.1K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
1
Brookstone Capital Management
Wheaton,
Illinois
| $62.9M | +$56.3M | +2,158,488 | +3,082% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.02M | +$941K | +36,083 | New |
|
|
GS
3
GTS Securities
New York
| $890K | +$301K | +11,522 | +58% |
|
|
GI
4
Gradient Investments
Arden Hills,
Minnesota
| $173K | +$160K | +6,125 | New |
|
|
IPW
5
Impact Partnership Wealth
Marietta,
Georgia
| $6.61K | +$6.1K | +234 | New |
|
|
TFGT
6
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $2K | +$1.85K | +71 | New |
|
BAMV Hedge Fund Activity: Q4 2023 in Review
6 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Brookstone Value Stock ETF (BAMV) for Q4 2023, worth a combined $65M — up 2,807% from $2.24M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new BAMV positions and 0 closed out — a net gain of 4 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $56.3M.
- 6 institutional investors held Brookstone Value Stock ETF (BAMV) as of Q4 2023, up from 2 in Q3 2023.
- Funds reported $65M of Brookstone Value Stock ETF stock for Q4 2023, up 2,807% quarter-over-quarter.
- 4 funds opened new Brookstone Value Stock ETF positions in Q4 2023 and 0 closed out, a net change of +4 holders.
- The largest Brookstone Value Stock ETF buyer in Q4 2023 was Brookstone Capital Management, an estimated $56.3M added.
Based on aggregated 13F filings for Q4 2023.