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Brookstone Value Stock ETF
BAMV

19 hedge funds and large institutions have $96.9M invested in Brookstone Value Stock ETF in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more funds holding

Funds holding: 10 → 19 (+9)

0% more capital invested

Capital invested by funds: $96.4M → $96.9M (+$434K)

0.65% less ownership

Funds ownership: 100.29% → 99.64% (-0.65%)

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

Holders
19
Holders Change
+9
Holders Change %
+90%
% of All Funds
0.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
3
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACM
AlphaStar Capital Management
North Carolina
+$1.4M
2
FA
FSA Advisors
Michigan
+$324K
3
AWA
Arkadios Wealth Advisors
Georgia
+$142K
4
Bank of America
Bank of America
North Carolina
+$55.7K
5
GS
GTS Securities
New York
+$54K

Top Sellers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
-$2.96M
2
SW
Simplicity Wealth
New Jersey
-$62.1K
3
IPW
Impact Partnership Wealth
Georgia
-$14.9K
4
UBS Group
UBS Group
Switzerland
-$1.94K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$90.8M -$2.96M -91,588 -3%
AWA
2
Arkadios Wealth Advisors
Georgia
$1.91M +$142K +4,400 +8%
ACM
3
AlphaStar Capital Management
North Carolina
$1.4M +$1.4M +43,216 New
GS
4
GTS Securities
New York
$816K +$54K +1,669 +7%
CB
5
Chris Bulman
California
$697K +$44.4K +1,375 +7%
SW
6
Simplicity Wealth
New Jersey
$499K -$62.1K -1,921 -11%
FA
7
FSA Advisors
Michigan
$324K +$324K +10,012 New
IPW
8
Impact Partnership Wealth
Georgia
$212K -$14.9K -462 -7%
Bank of America
9
Bank of America
North Carolina
$55.8K +$55.7K +1,722 New
KAS
10
Kestra Advisory Services
Texas
$43.4K +$43.3K +1,340 New
ACM
11
Anfield Capital Management
California
$38.3K – – –
Osaic Holdings
12
Osaic Holdings
Arizona
$27.2K – – –
HI
13
Harbour Investments
Wisconsin
$26.9K – – –
AAG
14
Armstrong Advisory Group
Massachusetts
$18.7K +$18.6K +576 New
UBS Group
15
UBS Group
Switzerland
$15K -$1.94K -60 -11%
AWM
16
AE Wealth Management
Kansas
$4.34K +$4.33K +134 New
CP
17
Camelot Portfolios
Ohio
$3.18K +$3.17K +98 New
KCM
18
Key Capital Management
Tennessee
$1.1K +$1.1K +34 New
WWA
19
Wealth Watch Advisors
Colorado
$421 +$420 +13 New

BAMV Hedge Fund Activity: Q4 2025 in Review

19 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Brookstone Value Stock ETF (BAMV) for Q4 2025, worth a combined $96.9M — up 0.45% from $96.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BAMV positions and 0 closed out — a net gain of 9 holders — while 3 added to existing stakes and 4 trimmed.

The largest buyer was AlphaStar Capital Management, opening a new position worth an estimated $1.4M. The largest seller was Brookstone Capital Management, cutting an estimated $2.96M.

  • 19 institutional investors held Brookstone Value Stock ETF (BAMV) as of Q4 2025, up from 10 in Q3 2025.
  • Funds reported $96.9M of Brookstone Value Stock ETF stock for Q4 2025, up 0.45% quarter-over-quarter.
  • 9 funds opened new Brookstone Value Stock ETF positions in Q4 2025 and 0 closed out, a net change of +9 holders.
  • The largest Brookstone Value Stock ETF buyer in Q4 2025 was AlphaStar Capital Management, an estimated $1.4M added.
  • The largest Brookstone Value Stock ETF seller in Q4 2025 was Brookstone Capital Management, an estimated $2.96M sold.

Based on aggregated 13F filings for Q4 2025.