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Regan Floating Rate MBS ETF
MBSF

58 hedge funds and large institutions have $132M invested in Regan Floating Rate MBS ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

77% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 13

16% more funds holding

Funds holding: 50 → 58 (+8)

4% more capital invested

Capital invested by funds: $127M → $132M (+$5.08M)

7.16% less ownership

Funds ownership: 76.22% → 69.07% (-7.2%)

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
58
Holders Change
+8
Holders Change %
+16%
% of All Funds
0.71%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
17
Increased
23
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFD
Creative Financial Designs
Indiana
+$8.98M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.27M
3
AWM
Apollon Wealth Management
South Carolina
+$2.03M
4
UAS
United Asset Strategies
New York
+$1.95M
5
LPL Financial
LPL Financial
California
+$1.81M

Top Sellers

1
WIM
WealthPlan Investment Management
Nebraska
-$6.41M
2
DG
Diesslin Group
Texas
-$5.59M
3
CP
Castleview Partners
Texas
-$2.92M
4
EPW
Endeavor Private Wealth
Kansas
-$1.33M
5
VAG
VisionPoint Advisory Group
Texas
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1
Castleview Partners
Texas
$25.2M -$2.92M -113,822 -10%
CFD
2
Creative Financial Designs
Indiana
$8.92M +$8.98M +349,594 New
VAG
3
VisionPoint Advisory Group
Texas
$7.82M -$1.21M -47,022 -13%
AI
4
Auour Investments
Massachusetts
$7.82M +$30.7K +1,197 +0.4%
BFO
5
Biltmore Family Office
North Carolina
$6.74M -$475K -18,493 -7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$6.36M +$4.27M +166,069 +200%
CA
7
CWC Advisors
Oregon
$5.22M +$86.8K +3,379 +2%
SCM
8
Sterneck Capital Management
Missouri
$5.15M +$210K +8,193 +4%
State of New Jersey Common Pension Fund D
9
State of New Jersey Common Pension Fund D
New Jersey
$5.1M – – –
UAS
10
United Asset Strategies
New York
$4.57M +$1.95M +75,828 +73%
ETC
11
Exchange Traded Concepts
Oklahoma
$4.3M – – –
AWM
12
Apollon Wealth Management
South Carolina
$4.27M +$2.03M +78,918 +89%
WIM
13
WealthPlan Investment Management
Nebraska
$3.16M -$6.41M -249,729 -67%
CFA
14
Camarda Financial Advisors
Florida
$3.05M +$18.5K +721 +0.6%
AA
15
Armis Advisers
Georgia
$2.98M +$168K +6,543 +6%
AWA
16
Acorn Wealth Advisors
Michigan
$2.86M +$654K +25,481 +29%
LPL Financial
17
LPL Financial
California
$2.42M +$1.81M +70,572 +291%
NA
18
NewEdge Advisors
Louisiana
$2.37M +$549K +21,360 +30%
WP
19
WealthPLAN Partners
Nebraska
$2.17M -$617K -24,041 -22%
BWM
20
BlackDiamond Wealth Management
New York
$2.04M +$77.6K +3,020 +4%
BCI
21
Brinker Capital Investments
Pennsylvania
$2.01M -$37.3K -1,452 -2%
WA
22
WESPAC Advisors
California
$1.89M +$141K +5,486 +8%
Stifel Financial
23
Stifel Financial
Missouri
$1.47M +$1.48M +57,500 New
Goldman Sachs
24
Goldman Sachs
New York
$1.4M – – –
TCOT
25
Trust Company of Toledo
Ohio
$1.18M +$1.18M +46,093 New
1
2 3

MBSF Hedge Fund Activity: Q1 2026 in Review

58 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Regan Floating Rate MBS ETF (MBSF) for Q1 2026, worth a combined $132M — up 4% from $127M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new MBSF positions and 8 closed out — a net gain of 9 holders — while 23 added to existing stakes and 13 trimmed.

The largest buyer was Creative Financial Designs, opening a new position worth an estimated $8.98M. The largest seller was WealthPlan Investment Management, cutting an estimated $6.41M.

  • 58 institutional investors held Regan Floating Rate MBS ETF (MBSF) as of Q1 2026, up from 50 in Q4 2025.
  • Funds reported $132M of Regan Floating Rate MBS ETF stock for Q1 2026, up 4% quarter-over-quarter.
  • 17 funds opened new Regan Floating Rate MBS ETF positions in Q1 2026 and 8 closed out, a net change of +9 holders.
  • The largest Regan Floating Rate MBS ETF buyer in Q1 2026 was Creative Financial Designs, an estimated $8.98M added.
  • The largest Regan Floating Rate MBS ETF seller in Q1 2026 was WealthPlan Investment Management, an estimated $6.41M sold.

Based on aggregated 13F filings for Q1 2026.