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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
BWA
26
Beam Wealth Advisors
Louisiana
$1.07M +$70.9K +2,760 +7%
HAS
27
HBW Advisory Services
California
$957K -$321K -12,503 -25%
DAS
28
Dynamic Advisor Solutions
Arizona
$869K +$72.3K +2,816 +9%
SA
29
Sanctuary Advisors
Indiana
$677K +$125K +4,850 +22%
CA
30
Commerce Advisors
Tennessee
$602K +$606K +23,612 New
FTUS
31
Flow Traders U.S.
New York
$571K +$171K +6,660 +42%
DG
32
Diesslin Group
Texas
$512K -$5.59M -217,620 -92%
LBC
33
Lane Brothers & Co
Arizona
$502K +$26.8K +1,043 +6%
MCM
34
MAI Capital Management
Ohio
$450K +$453K +17,645 New
TAM
35
TCP Asset Management
Ohio
$415K +$187K +7,261 +81%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$396K +$399K +15,521 New
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$388K +$19.6K +763 +5%
KWA
38
Kingswood Wealth Advisors
California
$383K -$73.8K -2,873 -16%
GVCM
39
Global View Capital Management
Wisconsin
$373K -$16.7K -649 -4%
OFS
40
OneAscent Financial Services
Alabama
$369K +$372K +14,471 New
SOS
41
Silver Oak Securities
Tennessee
$334K +$12.4K +481 +4%
SF
42
Summit Financial
New Jersey
$310K – – –
KF
43
Krilogy Financial
Missouri
$282K +$283K +11,000 New
JCM
44
J2 Capital Management
Michigan
$262K – – –
WW
45
Waterfront Wealth
Kansas
$260K +$262K +10,200 New
CPIG
46
Chicago Partners Investment Group
Illinois
$253K -$14.9K -581 -6%
Osaic Holdings
47
Osaic Holdings
Arizona
$243K +$30.1K +1,173 +14%
Raymond James Financial
48
Raymond James Financial
Florida
$208K +$209K +8,142 New
DWM
49
Dynasty Wealth Management
Florida
$204K +$205K +8,000 New
WCG
50
Weaver Consulting Group
California
$202K -$3.49K -136 -2%
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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.