Brookstone Yield ETF
BAMY
7 hedge funds and large institutions have $34.7M invested in Brookstone Yield ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
5% more capital invested
Capital invested by funds: $33.2M → $34.7M (+$1.52M)
0.06% more ownership
Funds ownership: 96.39% → 96.45% (+0.06%)
0% more funds holding
Funds holding: 7 → 7 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$1.83M |
| 2 |
GS
GTS Securities
New York
|
+$398K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$16.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$351K |
| 2 |
JP Morgan Chase
New York
|
-$50.8K |
| 3 |
CB
Chris Bulman
Roseville,
California
|
-$1.46K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
1
Brookstone Capital Management
Wheaton,
Illinois
| $34.1M | +$1.83M | +67,965 | +6% |
|
|
GS
2
GTS Securities
New York
| $391K | +$398K | +14,753 | New |
|
|
CB
3
Chris Bulman
Roseville,
California
| $233K | -$1.46K | -54 | -0.6% |
|
|
4
UBS Group
Zurich,
Switzerland
| $17.6K | +$16.7K | +619 | +1,317% |
|
5
Osaic Holdings
Scottsdale,
Arizona
| $11.8K | – | – | – |
|
|
WW
6
Winnow Wealth
Waco,
Texas
| $2.98K | +$3.05K | +113 | New |
|
|
TFGT
7
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $1K | – | – | – |
|
|
SW
8
Simplicity Wealth
Summit,
New Jersey
| – | -$351K | -13,153 | Closed |
|
|
9
JP Morgan Chase
New York
| – | -$50.8K | -1,903 | Closed |
|
BAMY Hedge Fund Activity: Q4 2024 in Review
7 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Brookstone Yield ETF (BAMY) for Q4 2024, worth a combined $34.7M — up 4.6% from $33.2M a quarter earlier.
Fund positioning in BAMY was balanced in Q4 2024: 2 funds opened new positions, 2 closed out, 2 added to existing stakes and 1 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $1.83M. The largest seller was Simplicity Wealth, exiting entirely with an estimated $351K sold.
- 7 institutional investors held Brookstone Yield ETF (BAMY) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $34.7M of Brookstone Yield ETF stock for Q4 2024, up 4.6% quarter-over-quarter.
- 2 funds opened new Brookstone Yield ETF positions in Q4 2024 and 2 closed out, a net change of 0 holders.
- The largest Brookstone Yield ETF buyer in Q4 2024 was Brookstone Capital Management, an estimated $1.83M added.
- The largest Brookstone Yield ETF seller in Q4 2024 was Simplicity Wealth, an estimated $351K sold.
Based on aggregated 13F filings for Q4 2024.