Brookstone Value Stock ETF
BAMV
15 hedge funds and large institutions have $98.7M invested in Brookstone Value Stock ETF in 2026 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
35.89% more ownership
Funds ownership: 62.29% → 98.18% (+36%)
5% more capital invested
Capital invested by funds: $94.2M → $98.7M (+$4.59M)
0% more funds holding
Funds holding: 15 → 15 (0)
43% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$141K |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$43.8K |
| 3 |
IPW
Impact Partnership Wealth
Marietta,
Georgia
|
+$37K |
| 4 |
OAG
Oakmont Advisory Group
Albuquerque,
New Mexico
|
+$27.4K |
| 5 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$10.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$1.64M |
| 2 |
GS
GTS Securities
Miami,
Florida
|
-$1.2M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$284K |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$27K |
| 5 |
FA
FSA Advisors
Troy,
Michigan
|
-$22.3K |
BAMV Hedge Fund Activity: Q2 2026 in Review
15 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in Brookstone Value Stock ETF (BAMV) for Q2 2026, worth a combined $98.7M — up 4.9% from $94.2M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new BAMV positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 7 trimmed.
The largest buyer was Simplicity Wealth, adding an estimated $141K. The largest seller was Brookstone Capital Management, cutting an estimated $1.64M.
- 15 institutional investors held Brookstone Value Stock ETF (BAMV) as of Q2 2026, unchanged from Q1 2026.
- Funds reported $98.7M of Brookstone Value Stock ETF stock for Q2 2026, up 4.9% quarter-over-quarter.
- 2 funds opened new Brookstone Value Stock ETF positions in Q2 2026 and 1 closed out, a net change of +1 holder.
- The largest Brookstone Value Stock ETF buyer in Q2 2026 was Simplicity Wealth, an estimated $141K added.
- The largest Brookstone Value Stock ETF seller in Q2 2026 was Brookstone Capital Management, an estimated $1.64M sold.
Based on aggregated 13F filings for Q2 2026.