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Brookstone Value Stock ETF

15 hedge funds and large institutions have $94.2M invested in Brookstone Value Stock ETF in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less capital invested

Capital invested by funds: $96.9M → $94.2M (-$2.73M)

21% less funds holding

Funds holding: 1915 (-4)

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

37.35% less ownership

Funds ownership: 99.64%62.29% (-37%)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
15
Holders Change
-4
Holders Change %
-21.05%
% of All Funds
0.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$88.1M -$2.96M -89,608 -3%
AWA
2
Arkadios Wealth Advisors
Georgia
$1.89M -$32.5K -982 -2%
GS
3
GTS Securities
New York
$1.2M +$385K +11,633 +46%
CB
4
Chris Bulman
California
$684K -$15.6K -473 -2%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$664K +$675K +20,425 New
SW
6
Simplicity Wealth
New Jersey
$477K -$24.8K -749 -5%
FA
7
FSA Advisors
Michigan
$342K +$17.3K +523 +5%
GI
8
Gradient Investments
Minnesota
$246K +$250K +7,575 New
IPW
9
Impact Partnership Wealth
Georgia
$209K -$4.03K -122 -2%
HI
10
Harbour Investments
Wisconsin
$154K +$129K +3,917 +472%
UBS Group
11
UBS Group
Switzerland
$69.3K +$55.1K +1,668 +360%
ACM
12
Anfield Capital Management
California
$38.4K
Osaic Holdings
13
Osaic Holdings
Arizona
$27.2K
AAG
14
Armstrong Advisory Group
Massachusetts
$18.7K
AWM
15
AE Wealth Management
Kansas
$1.5K -$2.91K -88 -66%
ACM
16
AlphaStar Capital Management
North Carolina
-$1.4M -43,216 Closed
Bank of America
17
Bank of America
North Carolina
-$55.8K -1,722 Closed
KAS
18
Kestra Advisory Services
Texas
-$43.4K -1,340 Closed
CP
19
Camelot Portfolios
Ohio
-$3.18K -98 Closed
KCM
20
Key Capital Management
Tennessee
-$1.1K -34 Closed
WWA
21
Wealth Watch Advisors
Colorado
-$421 -13 Closed

BAMV Hedge Fund Activity: Q1 2026 in Review

15 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Brookstone Value Stock ETF (BAMV) for Q1 2026, worth a combined $94.2M — down 2.8% from $96.9M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of BAMV and 2 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 4 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $675K. The largest seller was Brookstone Capital Management, cutting an estimated $2.96M.

  • 15 institutional investors held Brookstone Value Stock ETF (BAMV) as of Q1 2026, down from 19 in Q4 2025.
  • Funds reported $94.2M of Brookstone Value Stock ETF stock for Q1 2026, down 2.8% quarter-over-quarter.
  • 2 funds opened new Brookstone Value Stock ETF positions in Q1 2026 and 6 closed out, a net change of -4 holders.
  • The largest Brookstone Value Stock ETF buyer in Q1 2026 was Susquehanna International Group, an estimated $675K added.
  • The largest Brookstone Value Stock ETF seller in Q1 2026 was Brookstone Capital Management, an estimated $2.96M sold.

Based on aggregated 13F filings for Q1 2026.