Brookstone Yield ETF
BAMY
7 hedge funds and large institutions have $39M invested in Brookstone Yield ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
8% more capital invested
Capital invested by funds: $36M → $39M (+$2.99M)
0.57% more ownership
Funds ownership: 96.34% → 96.9% (+0.57%)
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% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$1.12M |
| 2 |
GS
GTS Securities
New York
|
+$637K |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$14.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$8.01K |
| 2 |
CB
Chris Bulman
Roseville,
California
|
-$5.65K |
| 3 |
TFGT
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
1
Brookstone Capital Management
Wheaton,
Illinois
| $37.6M | +$1.12M | +42,183 | +3% |
|
|
GS
2
GTS Securities
New York
| $1.06M | +$637K | +24,012 | +160% |
|
|
CB
3
Chris Bulman
Roseville,
California
| $266K | -$5.65K | -213 | -2% |
|
|
HI
4
Harbour Investments
Madison,
Wisconsin
| $15.3K | +$14.9K | +563 | New |
|
|
ACM
5
Anfield Capital Management
Irvine,
California
| $12.4K | – | – | – |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $12.1K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $2.72K | -$8.01K | -302 | -75% |
|
|
TFGT
8
TS Financial Group (TSFG)
Lake Forest,
Illinois
| – | -$1K | -40 | Closed |
|
BAMY Hedge Fund Activity: Q2 2025 in Review
7 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Brookstone Yield ETF (BAMY) for Q2 2025, worth a combined $39M — up 8.3% from $36M a quarter earlier.
Fund positioning in BAMY was balanced in Q2 2025: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 2 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $1.12M. The largest seller was UBS Group, cutting an estimated $8.01K.
- 7 institutional investors held Brookstone Yield ETF (BAMY) as of Q2 2025, unchanged from Q1 2025.
- Funds reported $39M of Brookstone Yield ETF stock for Q2 2025, up 8.3% quarter-over-quarter.
- 1 fund opened new Brookstone Yield ETF positions in Q2 2025 and 1 closed out, a net change of 0 holders.
- The largest Brookstone Yield ETF buyer in Q2 2025 was Brookstone Capital Management, an estimated $1.12M added.
- The largest Brookstone Yield ETF seller in Q2 2025 was UBS Group, an estimated $8.01K sold.
Based on aggregated 13F filings for Q2 2025.