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Brookstone Value Stock ETF
BAMV

14 hedge funds and large institutions have $90.3M invested in Brookstone Value Stock ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

40% more funds holding

Funds holding: 10 → 14 (+4)

13% more capital invested

Capital invested by funds: $79.7M → $90.3M (+$10.6M)

4.8% more ownership

Funds ownership: 97.07% → 101.86% (+4.8%)

Holders
14
Holders Change
+4
Holders Change %
+40%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
4
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
+$6.23M
2
AWA
Arkadios Wealth Advisors
Georgia
+$1.34M
3
GS
GTS Securities
New York
+$542K
4
SW
Simplicity Wealth
New Jersey
+$437K
5
TWP
Triad Wealth Partners
Kansas
+$227K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$271K
2
IPW
Impact Partnership Wealth
Georgia
-$165K
3
WW
Winnow Wealth
Texas
-$6.16K
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$31
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$86.1M +$6.23M +198,190 +8%
AWA
2
Arkadios Wealth Advisors
Georgia
$1.33M +$1.34M +42,620 New
GS
3
GTS Securities
New York
$759K +$542K +17,238 +244%
CB
4
Chris Bulman
California
$736K +$22.3K +710 +3%
SW
5
Simplicity Wealth
New Jersey
$434K +$437K +13,898 New
TWP
6
Triad Wealth Partners
Kansas
$226K +$227K +7,233 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$208K +$210K +6,672 New
IPW
8
Impact Partnership Wealth
Georgia
$206K -$165K -5,253 -44%
FA
9
FSA Advisors
Michigan
$206K +$208K +6,604 New
UBS Group
10
UBS Group
Switzerland
$42.2K +$28.8K +917 +211%
ACM
11
Anfield Capital Management
California
$36.9K +$37.1K +1,181 New
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$27K +$27.2K +866 New
Osaic Holdings
13
Osaic Holdings
Arizona
$26.2K – – –
TFGT
14
TS Financial Group (TSFG)
Illinois
$2K – – –
Citadel Advisors
15
Citadel Advisors
Florida
– -$271K -8,885 Closed
WW
16
Winnow Wealth
Texas
– -$6.16K -202 Closed
Fidelity Investments
17
Fidelity Investments
Massachusetts
– -$31 -1 Closed

BAMV Hedge Fund Activity: Q1 2025 in Review

14 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Brookstone Value Stock ETF (BAMV) for Q1 2025, worth a combined $90.3M — up 13% from $79.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BAMV positions and 3 closed out — a net gain of 4 holders — while 4 added to existing stakes and 1 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $6.23M. The largest seller was Citadel Advisors, exiting entirely with an estimated $271K sold.

  • 14 institutional investors held Brookstone Value Stock ETF (BAMV) as of Q1 2025, up from 10 in Q4 2024.
  • Funds reported $90.3M of Brookstone Value Stock ETF stock for Q1 2025, up 13% quarter-over-quarter.
  • 7 funds opened new Brookstone Value Stock ETF positions in Q1 2025 and 3 closed out, a net change of +4 holders.
  • The largest Brookstone Value Stock ETF buyer in Q1 2025 was Brookstone Capital Management, an estimated $6.23M added.
  • The largest Brookstone Value Stock ETF seller in Q1 2025 was Citadel Advisors, an estimated $271K sold.

Based on aggregated 13F filings for Q1 2025.