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Regan Floating Rate MBS ETF
MBSF

Overview Fund Activity

47 hedge funds and large institutions have $117M invested in Regan Floating Rate MBS ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
47
Holders Change
+6
Holders Change %
+14.63%
% of All Funds
0.63%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
13
Increased
19
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State of New Jersey Common Pension Fund D
1
State of New Jersey Common Pension Fund D
New Jersey
$5.1M
2
EWA
2
EP Wealth Advisors
California
$3.54M
3
WIM
3
WealthPlan Investment Management
Nebraska
$11.4M
4
AI
4
Atria Investments
North Carolina
$910K
5
EPW
5
Endeavor Private Wealth
Kansas
$893K

Top Sellers

1
TC
1
TownSquare Capital
Utah
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
VAG
3
VisionPoint Advisory Group
Texas
$10.3M
4
WP
4
WealthPLAN Partners
Nebraska
$3.13M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
26
Acorn Wealth Advisors
Michigan
$599K 23,471 – –
Citadel Advisors
27
Citadel Advisors
Florida
$576K 22,584 +7,713 +52%
CCIA
28
Cherry Creek Investment Advisors
Colorado
$485K 19,014 +617 +3%
SEA
29
Stegent Equity Advisors
Texas
$435K 17,037 -6,559 -28%
FTUS
30
Flow Traders U.S.
New York
$412K 16,155 +16,155 New
Truist Financial
31
Truist Financial
North Carolina
$399K 15,640 +15,640 New
SG
32
StoneX Group
New York
$378K 14,820 +14,820 New
GVCM
33
Global View Capital Management
Wisconsin
$351K 13,763 -17,180 -56%
WCG
34
Weaver Consulting Group
California
$292K 11,450 +400 +4%
CPIG
35
Chicago Partners Investment Group
Illinois
$283K 11,089 -472 -4%
JCM
36
J2 Capital Management
Michigan
$262K 10,273 +947 +10%
CGH
37
Crossmark Global Holdings
Texas
$257K 10,084 +10,084 New
JWCA
38
J.W. Cole Advisors
Florida
$241K 9,433 +9,433 New
SAM
39
Secure Asset Management
Michigan
$237K 9,294 -482 -5%
SOS
40
Silver Oak Securities
Tennessee
$207K 8,094 +8,094 New
Osaic Holdings
41
Osaic Holdings
Arizona
$169K 6,618 +6,590 +23,536%
OWA
42
Opal Wealth Advisors
New York
$94.6K 3,705 +2,112 +133%
FIM
43
FWL Investment Management
Texas
$36.5K 1,430 +175 +14%
CF
44
Concorde Financial
Texas
$12.8K 501 +501 New
Raymond James Financial
45
Raymond James Financial
Florida
$5.84K 229 +229 New
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$5K 207 +3 +1%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$2.55K 100 +100 New
TC
48
TownSquare Capital
Utah
– – -513,464 Closed
Goldman Sachs
49
Goldman Sachs
New York
– – -187,816 Closed
Jane Street
50
Jane Street
New York
– – -29,738 Closed
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