Brookstone Yield ETF
BAMY
7 hedge funds and large institutions have $36M invested in Brookstone Yield ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
4% more capital invested
Capital invested by funds: $34.7M → $36M (+$1.26M)
0% more funds holding
Funds holding: 7 → 7 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0.11% less ownership
Funds ownership: 96.45% → 96.34% (-0.11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$1.46M |
| 2 |
CB
Chris Bulman
Roseville,
California
|
+$32.4K |
| 3 |
ACM
Anfield Capital Management
Irvine,
California
|
+$12.2K |
| 4 |
GS
GTS Securities
New York
|
+$5.67K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$7.03K |
| 2 |
WW
Winnow Wealth
Waco,
Texas
|
-$2.98K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
1
Brookstone Capital Management
Wheaton,
Illinois
| $35.3M | +$1.46M | +54,760 | +4% |
|
|
GS
2
GTS Securities
New York
| $394K | +$5.67K | +213 | +1% |
|
|
CB
3
Chris Bulman
Roseville,
California
| $264K | +$32.4K | +1,218 | +14% |
|
|
ACM
4
Anfield Capital Management
Irvine,
California
| $12K | +$12.2K | +457 | New |
|
5
Osaic Holdings
Scottsdale,
Arizona
| $11.7K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $10.6K | -$7.03K | -264 | -40% |
|
|
TFGT
7
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $1K | – | – | – |
|
|
WW
8
Winnow Wealth
Waco,
Texas
| – | -$2.98K | -113 | Closed |
|
BAMY Hedge Fund Activity: Q1 2025 in Review
7 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Brookstone Yield ETF (BAMY) for Q1 2025, worth a combined $36M — up 3.6% from $34.7M a quarter earlier.
Fund positioning in BAMY was balanced in Q1 2025: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 1 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $1.46M. The largest seller was UBS Group, cutting an estimated $7.03K.
- 7 institutional investors held Brookstone Yield ETF (BAMY) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $36M of Brookstone Yield ETF stock for Q1 2025, up 3.6% quarter-over-quarter.
- 1 fund opened new Brookstone Yield ETF positions in Q1 2025 and 1 closed out, a net change of 0 holders.
- The largest Brookstone Yield ETF buyer in Q1 2025 was Brookstone Capital Management, an estimated $1.46M added.
- The largest Brookstone Yield ETF seller in Q1 2025 was UBS Group, an estimated $7.03K sold.
Based on aggregated 13F filings for Q1 2025.