Brookstone Yield ETF
BAMY
8 hedge funds and large institutions have $32.7M invested in Brookstone Yield ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
15% more capital invested
Capital invested by funds: $28.4M → $32.7M (+$4.34M)
14% more funds holding
Funds holding: 7 → 8 (+1)
0.63% more ownership
Funds ownership: 98.49% → 99.12% (+0.63%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$3.35M |
| 2 |
Goldman Sachs
New York
|
+$265K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$199K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$11.7K |
| 5 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$1.61K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$725K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$10.2K |
| 3 |
IPW
Impact Partnership Wealth
Marietta,
Georgia
|
-$4.78K |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$4.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
1
Brookstone Capital Management
Wheaton,
Illinois
| $32.2M | +$3.35M | +126,673 | +12% |
|
|
2
Goldman Sachs
New York
| $271K | +$265K | +10,000 | New |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $204K | +$199K | +7,538 | New |
|
|
GI
4
Gradient Investments
Arden Hills,
Minnesota
| $50.6K | -$4.1K | -155 | -8% |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $12K | +$11.7K | +444 | New |
|
|
FFA
6
Farther Finance Advisors
San Francisco,
California
| $1.65K | +$1.61K | +61 | New |
|
|
TFGT
7
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $1K | – | – | – |
|
8
Fidelity Investments
Boston,
Massachusetts
| $27 | – | – | – |
|
|
GS
9
GTS Securities
New York
| – | -$725K | -27,928 | Closed |
|
|
10
UBS Group
Zurich,
Switzerland
| – | -$10.2K | -391 | Closed |
|
|
IPW
11
Impact Partnership Wealth
Marietta,
Georgia
| – | -$4.78K | -184 | Closed |
|
BAMY Hedge Fund Activity: Q1 2024 in Review
8 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Brookstone Yield ETF (BAMY) for Q1 2024, worth a combined $32.7M — up 15% from $28.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new BAMY positions and 3 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $3.35M. The largest seller was GTS Securities, exiting entirely with an estimated $725K sold.
- 8 institutional investors held Brookstone Yield ETF (BAMY) as of Q1 2024, up from 7 in Q4 2023.
- Funds reported $32.7M of Brookstone Yield ETF stock for Q1 2024, up 15% quarter-over-quarter.
- 4 funds opened new Brookstone Yield ETF positions in Q1 2024 and 3 closed out, a net change of +1 holder.
- The largest Brookstone Yield ETF buyer in Q1 2024 was Brookstone Capital Management, an estimated $3.35M added.
- The largest Brookstone Yield ETF seller in Q1 2024 was GTS Securities, an estimated $725K sold.
Based on aggregated 13F filings for Q1 2024.