Brookstone Ultra-Short Bond
BAMU • BATS
Brookstone Ultra-Short Bond is an exchange-traded fund on BATS. As of Q3 2025, 8 institutional investors hold shares in this ETF, with total holdings valued at $71.3M. Brookstone Capital Management is the largest holder with a position valued at $69.7M.
Overview
Overview of institutional ownership in BAMU as of Q3 2025
All Institutions
- Institutions
- 8
- Value Held
- $71.3M
- Shares Held
- 2.8M
- Avg Position
- $8.9M
- Median Position
- $97.9K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in BAMU as of Q3 2025
| Institution | Position Value |
|---|---|
 Brookstone Capital Management RIA/Wealth | $69.7M 0.84% of portfolio |
G GTS SECURITIES LLC Institution | $791.4K 0.03% of portfolio |
 Simplicity Wealth,LLC RIA/Wealth | $475.2K 0.03% of portfolio |
 MORGAN STANLEY RIA/Wealth | $170.0K 0.00% of portfolio |
 HARBOUR INVESTMENTS, INC. RIA/Wealth | $25.9K 0.00% of portfolio |
 JPMORGAN CHASE & CO Institution | $25.3K 0.00% of portfolio |
A Advisor Group Holdings, Inc. Institution | $21.3K 0.00% of portfolio |
 UBS Group AG Institution | $1.6K 0.00% of portfolio |
J JANE STREET GROUP, LLC Institution | - 0.00% of portfolio |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | - 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for BAMU in Q3 2025
- Traded
- +$1.3M
- Buyers
- 3
- Sellers
- 7
- Total Bought
- +$2.7M
- Total Sold
- −$1.4M
- Avg Position
- $6.5M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Brookstone Capital Management RIA/Wealth | +$2.1M +81.7K shares |
Simplicity Wealth,LLC RIA/Wealth | +$475.2K +18.8K shares |
MORGAN STANLEY RIA/Wealth | +$170.0K +6.7K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$497.6K −19.7K shares |
T Triad Wealth Partners, LLC RIA/Wealth | −$476.5K −18.9K shares |
J JANE STREET GROUP, LLC Institution | −$328.2K −13.0K shares |
JPMORGAN CHASE & CO Institution | −$92.5K −3.7K shares |
G GTS SECURITIES LLC Institution | −$36.5K −1.4K shares |
UBS Group AG Institution | −$5.4K −215.0 shares |
HARBOUR INVESTMENTS, INC. RIA/Wealth | −$4.7K −186.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited BAMU in Q3 2025
- New Positions
- 1
- New Value
- $170.0K
- Exited Positions
- 3
- Exited Value
- $1.3M
New Positions
| Institution | Position Value |
|---|---|
MORGAN STANLEY RIA/Wealth | $170.0K 6.7K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $497.6K 19.7K shares |
T Triad Wealth Partners, LLC RIA/Wealth | $476.5K 18.9K shares |
J JANE STREET GROUP, LLC Institution | $328.2K 13.0K shares |
Options Activity
Institutions with the largest Call and Put options positions in BAMU as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with BAMU as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Brookstone Capital Management RIA/Wealth | 0.84% $69.7M |
G GTS SECURITIES LLC Institution | 0.03% $791.4K |
Simplicity Wealth,LLC RIA/Wealth | 0.03% $475.2K |
HARBOUR INVESTMENTS, INC. RIA/Wealth | 0.00% $25.9K |
A Advisor Group Holdings, Inc. Institution | 0.00% $21.3K |
MORGAN STANLEY RIA/Wealth | 0.00% $170.0K |
JPMORGAN CHASE & CO Institution | 0.00% $25.3K |
UBS Group AG Institution | 0.00% $1.6K |
J JANE STREET GROUP, LLC Institution | 0.00% - |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | 0.00% - |