Brookstone Value Stock ETF
BAMV
13 hedge funds and large institutions have $103M invested in Brookstone Value Stock ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 4 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
14% more capital invested
Capital invested by funds: $90.3M → $103M (+$12.5M)
2.11% more ownership
Funds ownership: 101.86% → 103.97% (+2.1%)
7% less funds holding
Funds holding: 14 → 13 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$9.28M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$461K |
| 3 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$440K |
| 4 |
GS
GTS Securities
New York
|
+$395K |
| 5 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$137K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$208K |
| 2 |
IPW
Impact Partnership Wealth
Marietta,
Georgia
|
-$206K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$36.8K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$27K |
| 5 |
CB
Chris Bulman
Roseville,
California
|
-$18.9K |
BAMV Hedge Fund Activity: Q2 2025 in Review
13 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Brookstone Value Stock ETF (BAMV) for Q2 2025, worth a combined $103M — up 14% from $90.3M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of BAMV and 3 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 6 added.
The largest buyer was Brookstone Capital Management, adding an estimated $9.28M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $208K sold.
- 13 institutional investors held Brookstone Value Stock ETF (BAMV) as of Q2 2025, down from 14 in Q1 2025.
- Funds reported $103M of Brookstone Value Stock ETF stock for Q2 2025, up 14% quarter-over-quarter.
- 3 funds opened new Brookstone Value Stock ETF positions in Q2 2025 and 4 closed out, a net change of -1 holder.
- The largest Brookstone Value Stock ETF buyer in Q2 2025 was Brookstone Capital Management, an estimated $9.28M added.
- The largest Brookstone Value Stock ETF seller in Q2 2025 was Susquehanna International Group, an estimated $208K sold.
Based on aggregated 13F filings for Q2 2025.