Brookstone Yield ETF
BAMY
12 hedge funds and large institutions have $33.2M invested in Brookstone Yield ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
50% more funds holding
Funds holding: 8 → 12 (+4)
1% more capital invested
Capital invested by funds: $32.7M → $33.2M (+$475K)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
1.03% less ownership
Funds ownership: 99.12% → 98.1% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$804K |
| 2 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$357K |
| 3 |
TWP
Triad Wealth Partners
Lawrence,
Kansas
|
+$37.4K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$6.81K |
| 5 |
CP
Camelot Portfolios
Maumee,
Ohio
|
+$4.33K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$271K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$204K |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$29.3K |
| 4 |
FFA
Farther Finance Advisors
San Francisco,
California
|
-$1.65K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$27 |
BAMY Hedge Fund Activity: Q2 2024 in Review
12 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Brookstone Yield ETF (BAMY) for Q2 2024, worth a combined $33.2M — up 1.5% from $32.7M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new BAMY positions and 4 closed out — a net gain of 4 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $804K. The largest seller was Goldman Sachs, exiting entirely with an estimated $271K sold.
- 12 institutional investors held Brookstone Yield ETF (BAMY) as of Q2 2024, up from 8 in Q1 2024.
- Funds reported $33.2M of Brookstone Yield ETF stock for Q2 2024, up 1.5% quarter-over-quarter.
- 8 funds opened new Brookstone Yield ETF positions in Q2 2024 and 4 closed out, a net change of +4 holders.
- The largest Brookstone Yield ETF buyer in Q2 2024 was Brookstone Capital Management, an estimated $804K added.
- The largest Brookstone Yield ETF seller in Q2 2024 was Goldman Sachs, an estimated $271K sold.
Based on aggregated 13F filings for Q2 2024.