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Regan Floating Rate MBS ETF

48 hedge funds and large institutions have $123M invested in Regan Floating Rate MBS ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$2.64M
2 +$2.13M
3 +$1.62M
4
Goldman Sachs
Goldman Sachs
New York
+$1.4M
5
CP
Castleview Partners
Texas
+$834K
Name Holding Trade Value Shares
Change
Change in
Stake
CP
1
Castleview Partners
Texas
$28.2M
WIM
2
WealthPlan Investment Management
Nebraska
$9.58M
VAG
3
VisionPoint Advisory Group
Texas
$9.07M
AI
4
Auour Investments
Massachusetts
$7.83M
BFO
5
Biltmore Family Office
North Carolina
$7.25M
DGI
6
Diesslin Group, Inc.
Texas
$6.1M
CA
7
CWC Advisors
Oregon
$5.16M
State of New Jersey Common Pension Fund D
8
State of New Jersey Common Pension Fund D
New Jersey
$5.13M
SCM
9
Sterneck Capital Management
Missouri
$4.97M
ETC
10
Exchange Traded Concepts
Oklahoma
$4.32M
CFA
11
Camarda Financial Advisors
Florida
$3.05M
WP
12
WealthPLAN Partners
Nebraska
$2.8M
UAS
13
United Asset Strategies
New York
$2.65M
AWM
14
Apollon Wealth Management
South Carolina
$2.27M
AWA
15
Acorn Wealth Advisors
Michigan
$2.22M
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.13M
BCI
17
Brinker Capital Investments
Pennsylvania
$2.06M
BWM
18
BlackDiamond Wealth Management
New York
$1.98M
NA
19
NewEdge Advisors
Louisiana
$1.83M
WA
20
WESPAC Advisors
California
$1.76M
Goldman Sachs
21
Goldman Sachs
New York
$1.41M
EPW
22
Endeavor Private Wealth
Kansas
$1.33M
HAS
23
HBW Advisory Services
California
$1.28M
BWA
24
Beam Wealth Advisors
Louisiana
$1.01M
DAS
25
Dynamic Advisor Solutions
Arizona
$802K