Brookstone Yield ETF
BAMY
7 hedge funds and large institutions have $28.4M invested in Brookstone Yield ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.
5,545% more capital invested
Capital invested by funds: $503K → $28.4M (+$27.9M)
600% more funds holding
Funds holding: 1 → 7 (+6)
98.49% more ownership
Funds ownership: 0% → 98.49% (+98%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$27.1M |
| 2 |
GS
GTS Securities
New York
|
+$202K |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$51.7K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$9.98K |
| 5 |
IPW
Impact Partnership Wealth
Marietta,
Georgia
|
+$4.7K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
1
Brookstone Capital Management
Wheaton,
Illinois
| $27.6M | +$27.1M | +1,062,685 | New |
|
|
GS
2
GTS Securities
New York
| $725K | +$202K | +7,928 | +40% |
|
|
GI
3
Gradient Investments
Arden Hills,
Minnesota
| $52.5K | +$51.7K | +2,024 | New |
|
|
4
UBS Group
Zurich,
Switzerland
| $10.2K | +$9.98K | +391 | New |
|
|
IPW
5
Impact Partnership Wealth
Marietta,
Georgia
| $4.78K | +$4.7K | +184 | New |
|
|
TFGT
6
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $1K | +$1.02K | +40 | New |
|
7
Fidelity Investments
Boston,
Massachusetts
| $26 | +$26 | +1 | New |
|
BAMY Hedge Fund Activity: Q4 2023 in Review
7 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Brookstone Yield ETF (BAMY) for Q4 2023, worth a combined $28.4M — up 5,545% from $503K a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new BAMY positions and 0 closed out — a net gain of 6 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $27.1M.
- 7 institutional investors held Brookstone Yield ETF (BAMY) as of Q4 2023, up from 1 in Q3 2023.
- Funds reported $28.4M of Brookstone Yield ETF stock for Q4 2023, up 5,545% quarter-over-quarter.
- 6 funds opened new Brookstone Yield ETF positions in Q4 2023 and 0 closed out, a net change of +6 holders.
- The largest Brookstone Yield ETF buyer in Q4 2023 was Brookstone Capital Management, an estimated $27.1M added.
Based on aggregated 13F filings for Q4 2023.