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Brookstone Yield ETF
BAMY

13 hedge funds and large institutions have $40.4M invested in Brookstone Yield ETF in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

63% more funds holding

Funds holding: 8 → 13 (+5)

0.35% more ownership

Funds ownership: 96.54% → 96.89% (+0.35%)

0% more capital invested

Capital invested by funds: $40.3M → $40.4M (+$81.3K)

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

Holders
13
Holders Change
+5
Holders Change %
+62.5%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
2
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GS
GTS Securities
New York
+$611K
2
ACM
AlphaStar Capital Management
North Carolina
+$488K
3
Bank of America
Bank of America
North Carolina
+$49.9K
4
CB
Chris Bulman
California
+$17.6K
5
CP
Camelot Portfolios
Ohio
+$4.55K

Top Sellers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
-$1.06M
2
Citadel Advisors
Citadel Advisors
Florida
-$210K
3
SW
Simplicity Wealth
New Jersey
-$28.7K
4
UBS Group
UBS Group
Switzerland
-$2.54K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$38.7M -$1.06M -38,016 -3%
GS
2
GTS Securities
New York
$608K +$611K +21,887 New
ACM
3
AlphaStar Capital Management
North Carolina
$486K +$488K +17,477 New
CB
4
Chris Bulman
California
$251K +$17.6K +632 +8%
SW
5
Simplicity Wealth
New Jersey
$220K -$28.7K -1,028 -11%
Bank of America
6
Bank of America
North Carolina
$49.8K +$49.9K +1,790 New
Osaic Holdings
7
Osaic Holdings
Arizona
$16.7K +$4.35K +156 +35%
HI
8
Harbour Investments
Wisconsin
$13K – – –
ACM
9
Anfield Capital Management
California
$12.7K – – –
CP
10
Camelot Portfolios
Ohio
$4.53K +$4.55K +163 New
AWM
11
AE Wealth Management
Kansas
$3.28K +$3.29K +118 New
KCM
12
Key Capital Management
Tennessee
$1.83K +$1.84K +66 New
WWA
13
Wealth Watch Advisors
Colorado
$639 +$642 +23 New
Citadel Advisors
14
Citadel Advisors
Florida
– -$210K -7,602 Closed
UBS Group
15
UBS Group
Switzerland
– -$2.54K -92 Closed

BAMY Hedge Fund Activity: Q4 2025 in Review

13 of the 8,232 institutional investors tracked by Wall St. Rank reported a position in Brookstone Yield ETF (BAMY) for Q4 2025, worth a combined $40.4M — up 0.2% from $40.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BAMY positions and 2 closed out — a net gain of 5 holders — while 2 added to existing stakes and 2 trimmed.

The largest buyer was GTS Securities, opening a new position worth an estimated $611K. The largest seller was Brookstone Capital Management, cutting an estimated $1.06M.

  • 13 institutional investors held Brookstone Yield ETF (BAMY) as of Q4 2025, up from 8 in Q3 2025.
  • Funds reported $40.4M of Brookstone Yield ETF stock for Q4 2025, up 0.2% quarter-over-quarter.
  • 7 funds opened new Brookstone Yield ETF positions in Q4 2025 and 2 closed out, a net change of +5 holders.
  • The largest Brookstone Yield ETF buyer in Q4 2025 was GTS Securities, an estimated $611K added.
  • The largest Brookstone Yield ETF seller in Q4 2025 was Brookstone Capital Management, an estimated $1.06M sold.

Based on aggregated 13F filings for Q4 2025.