Brookstone Value Stock ETF
BAMV
BAMV
10 hedge funds and large institutions have $79.7M invested in Brookstone Value Stock ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
10
Holders Change
+2
Holders Change %
+25%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
2
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
SW
Simplicity Wealth
Summit,
New Jersey
|
$0 |
| 2 |
Goldman Sachs
New York
|
$0 |
| 3 |
GS
GTS Securities
New York
|
$216K |
| 4 |
CB
Chris Bulman
Roseville,
California
|
$698K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
BCM
1
Brookstone Capital Management
Wheaton,
Illinois
| $78.1M | +$3.38M | +110,835 | +5% |
|
|
CB
2
Chris Bulman
Roseville,
California
| $698K | -$61 | -2 | -0% |
|
|
IPW
3
Impact Partnership Wealth
Marietta,
Georgia
| $362K | +$362K | +11,865 | New |
|
4
Citadel Advisors
Miami,
Florida
| $271K | +$271K | +8,885 | New |
|
|
GS
5
GTS Securities
New York
| $216K | -$157K | -5,145 | -42% |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $25.6K | – | – | – |
|
7
UBS Group
Zurich,
Switzerland
| $13.3K | +$9.06K | +297 | +215% |
|
|
WW
8
Winnow Wealth
Waco,
Texas
| $6.16K | +$6.16K | +202 | New |
|
|
TFGT
9
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $2K | – | – | – |
|
10
Fidelity Investments
Boston,
Massachusetts
| $31 | +$31 | +1 | New |
|
|
SW
11
Simplicity Wealth
Summit,
New Jersey
| – | -$944K | -29,881 | Closed |
|
|
12
Goldman Sachs
New York
| – | -$316K | -10,000 | Closed |
|