Brookstone Yield ETF
BAMY
9 hedge funds and large institutions have $43.5M invested in Brookstone Yield ETF in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 5 closing their positions.
8% more capital invested
Capital invested by funds: $40.4M → $43.5M (+$3.13M)
0.96% less ownership
Funds ownership: 96.89% → 95.93% (-0.96%)
31% less funds holding
Funds holding: 13 → 9 (-4)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$4.43M |
| 2 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$58.5K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$22.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$486K |
| 2 |
GS
GTS Securities
New York
|
-$94.8K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$49.8K |
| 4 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$6.38K |
| 5 |
CB
Chris Bulman
Roseville,
California
|
-$6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
1
Brookstone Capital Management
Wheaton,
Illinois
| $42.5M | +$4.43M | +159,636 | +11% |
|
|
GS
2
GTS Securities
New York
| $505K | -$94.8K | -3,415 | -16% |
|
|
CB
3
Chris Bulman
Roseville,
California
| $241K | -$6K | -216 | -2% |
|
|
SW
4
Simplicity Wealth
Summit,
New Jersey
| $210K | -$6.38K | -230 | -3% |
|
|
HI
5
Harbour Investments
Madison,
Wisconsin
| $70.4K | +$58.5K | +2,107 | +449% |
|
|
6
UBS Group
Zurich,
Switzerland
| $22.2K | +$22.5K | +811 | New |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $16.4K | – | – | – |
|
|
ACM
8
Anfield Capital Management
Irvine,
California
| $12.5K | – | – | – |
|
|
AWM
9
AE Wealth Management
Topeka,
Kansas
| $465 | -$2.8K | -101 | -86% |
|
|
ACM
10
AlphaStar Capital Management
Cornelius,
North Carolina
| – | -$486K | -17,477 | Closed |
|
|
11
Bank of America
Charlotte,
North Carolina
| – | -$49.8K | -1,790 | Closed |
|
|
CP
12
Camelot Portfolios
Maumee,
Ohio
| – | -$4.53K | -163 | Closed |
|
|
KCM
13
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
| – | -$1.83K | -66 | Closed |
|
|
WWA
14
Wealth Watch Advisors
Englewood,
Colorado
| – | -$639 | -23 | Closed |
|
BAMY Hedge Fund Activity: Q1 2026 in Review
9 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Brookstone Yield ETF (BAMY) for Q1 2026, worth a combined $43.5M — up 7.7% from $40.4M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of BAMY and 1 opened new positions — a net loss of 4 holders — while 4 trimmed existing stakes and 2 added.
The largest buyer was Brookstone Capital Management, adding an estimated $4.43M. The largest seller was AlphaStar Capital Management, exiting entirely with an estimated $486K sold.
- 9 institutional investors held Brookstone Yield ETF (BAMY) as of Q1 2026, down from 13 in Q4 2025.
- Funds reported $43.5M of Brookstone Yield ETF stock for Q1 2026, up 7.7% quarter-over-quarter.
- 1 fund opened new Brookstone Yield ETF positions in Q1 2026 and 5 closed out, a net change of -4 holders.
- The largest Brookstone Yield ETF buyer in Q1 2026 was Brookstone Capital Management, an estimated $4.43M added.
- The largest Brookstone Yield ETF seller in Q1 2026 was AlphaStar Capital Management, an estimated $486K sold.
Based on aggregated 13F filings for Q1 2026.