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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
7
Holders Change
–
Holders Change %
0%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
+$1.83M
2
GS
GTS Securities
Florida
+$398K
3
UBS Group
UBS Group
Switzerland
+$16.7K

Top Sellers

Rank Fund Capital Flow
1
SW
Simplicity Wealth
New Jersey
-$351K
2
JP Morgan Chase
JP Morgan Chase
New York
-$50.8K
3
CB
Chris Bulman
California
-$1.46K

BAMY Hedge Fund Activity: Q4 2024 in Review

7 of the 7,608 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.