Northern Trust Disciplined Duration MBS ETF
MBSD
30 hedge funds and large institutions have $76.2M invested in Northern Trust Disciplined Duration MBS ETF in 2026 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 8
6% less funds holding
Funds holding: 32 → 30 (-2)
8% less capital invested
Capital invested by funds: $82.7M → $76.2M (-$6.5M)
8.41% less ownership
Funds ownership: 88.86% → 80.45% (-8.4%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$2.42M |
| 2 |
Morgan Stanley
New York
|
+$719K |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$533K |
| 4 |
Jane Street
New York
|
+$311K |
| 5 |
MOS
MGO One Seven
Beachwood,
Ohio
|
+$243K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$5.61M |
| 2 |
CNBT
Cornerstone National Bank & Trust
Palatine,
Illinois
|
-$4.32M |
| 3 |
BCM
Boltwood Capital Management
Walnut Creek,
California
|
-$567K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$486K |
| 5 |
MWM
Mosley Wealth Management
Anaheim,
California
|
-$49.4K |
MBSD Hedge Fund Activity: Q2 2026 in Review
30 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in Northern Trust Disciplined Duration MBS ETF (MBSD) for Q2 2026, worth a combined $76.2M — down 7.9% from $82.7M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of MBSD and 1 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 16 added.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $2.42M. The largest seller was CreativeOne Wealth, cutting an estimated $5.61M.
- 30 institutional investors held Northern Trust Disciplined Duration MBS ETF (MBSD) as of Q2 2026, down from 32 in Q1 2026.
- Funds reported $76.2M of Northern Trust Disciplined Duration MBS ETF stock for Q2 2026, down 7.9% quarter-over-quarter.
- 1 fund opened new Northern Trust Disciplined Duration MBS ETF positions in Q2 2026 and 2 closed out, a net change of -1 holder.
- The largest Northern Trust Disciplined Duration MBS ETF buyer in Q2 2026 was Wealth Enhancement Advisory Services, an estimated $2.42M added.
- The largest Northern Trust Disciplined Duration MBS ETF seller in Q2 2026 was CreativeOne Wealth, an estimated $5.61M sold.
Based on aggregated 13F filings for Q2 2026.