Brookstone Value Stock ETF
BAMV
14 hedge funds and large institutions have $78.3M invested in Brookstone Value Stock ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
56% more funds holding
Funds holding: 9 → 14 (+5)
6% more capital invested
Capital invested by funds: $73.8M → $78.3M (+$4.43M)
2.21% more ownership
Funds ownership: 97.15% → 99.36% (+2.2%)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$1.85M |
| 2 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$896K |
| 3 |
GS
GTS Securities
New York
|
+$859K |
| 4 |
TWP
Triad Wealth Partners
Lawrence,
Kansas
|
+$59.9K |
| 5 |
MWM
Mascoma Wealth Management
Hanover,
New Hampshire
|
+$7.12K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$107K |
| 2 |
LA
Lifeworks Advisors
Grand Rapids,
Michigan
|
-$31.1K |
| 3 |
FFA
Farther Finance Advisors
San Francisco,
California
|
-$3.48K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.18K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$30 |
BAMV Hedge Fund Activity: Q2 2024 in Review
14 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Brookstone Value Stock ETF (BAMV) for Q2 2024, worth a combined $78.3M — up 6% from $73.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new BAMV positions and 2 closed out — a net gain of 5 holders — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $1.85M. The largest seller was Gradient Investments, cutting an estimated $107K.
- 14 institutional investors held Brookstone Value Stock ETF (BAMV) as of Q2 2024, up from 9 in Q1 2024.
- Funds reported $78.3M of Brookstone Value Stock ETF stock for Q2 2024, up 6% quarter-over-quarter.
- 7 funds opened new Brookstone Value Stock ETF positions in Q2 2024 and 2 closed out, a net change of +5 holders.
- The largest Brookstone Value Stock ETF buyer in Q2 2024 was Brookstone Capital Management, an estimated $1.85M added.
- The largest Brookstone Value Stock ETF seller in Q2 2024 was Gradient Investments, an estimated $107K sold.
Based on aggregated 13F filings for Q2 2024.