Brookstone Value Stock ETF
BAMV
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.
3% less capital invested
Capital invested by funds: $96.9M → $94.2M (-$2.73M)
21% less funds holding
Funds holding: 19 → 15 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$675K |
| 2 |
GS
GTS Securities
Miami,
Florida
|
+$385K |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$250K |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$129K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$55.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$2.96M |
| 2 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$1.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$55.8K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$43.4K |
| 5 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$32.5K |
BAMV Hedge Fund Activity: Q1 2026 in Review
15 of the 8,191 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.