Brookstone Yield ETF
BAMY
8 hedge funds and large institutions have $40.3M invested in Brookstone Yield ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
14% more funds holding
Funds holding: 7 → 8 (+1)
3% more capital invested
Capital invested by funds: $39M → $40.3M (+$1.35M)
0.37% less ownership
Funds ownership: 96.9% → 96.54% (-0.37%)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$1.3M |
| 2 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$246K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$209K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$1.06M |
| 2 |
CB
Chris Bulman
Roseville,
California
|
-$38.7K |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$2.58K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$220 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
1
Brookstone Capital Management
Wheaton,
Illinois
| $39.6M | +$1.3M | +47,475 | +3% |
|
|
SW
2
Simplicity Wealth
Summit,
New Jersey
| $247K | +$246K | +8,940 | New |
|
|
CB
3
Chris Bulman
Roseville,
California
| $232K | -$38.7K | -1,410 | -14% |
|
|
4
Citadel Advisors
Miami,
Florida
| $210K | +$209K | +7,602 | New |
|
|
HI
5
Harbour Investments
Madison,
Wisconsin
| $13K | -$2.58K | -94 | -17% |
|
|
ACM
6
Anfield Capital Management
Irvine,
California
| $12.6K | – | – | – |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $12K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $2.54K | -$220 | -8 | -8% |
|
|
GS
9
GTS Securities
New York
| – | -$1.06M | -38,978 | Closed |
|
BAMY Hedge Fund Activity: Q3 2025 in Review
8 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Brookstone Yield ETF (BAMY) for Q3 2025, worth a combined $40.3M — up 3.5% from $39M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new BAMY positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 3 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $1.3M. The largest seller was GTS Securities, exiting entirely with an estimated $1.06M sold.
- 8 institutional investors held Brookstone Yield ETF (BAMY) as of Q3 2025, up from 7 in Q2 2025.
- Funds reported $40.3M of Brookstone Yield ETF stock for Q3 2025, up 3.5% quarter-over-quarter.
- 2 funds opened new Brookstone Yield ETF positions in Q3 2025 and 1 closed out, a net change of +1 holder.
- The largest Brookstone Yield ETF buyer in Q3 2025 was Brookstone Capital Management, an estimated $1.3M added.
- The largest Brookstone Yield ETF seller in Q3 2025 was GTS Securities, an estimated $1.06M sold.
Based on aggregated 13F filings for Q3 2025.