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Regan Floating Rate MBS ETF
MBSF

50 hedge funds and large institutions have $127M invested in Regan Floating Rate MBS ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

19% more funds holding

Funds holding: 42 → 50 (+8)

4% more capital invested

Capital invested by funds: $121M → $127M (+$5.2M)

2.55% less ownership

Funds ownership: 78.77% → 76.22% (-2.5%)

Holders
50
Holders Change
+8
Holders Change %
+19.05%
% of All Funds
0.61%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
12
Increased
18
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UAS
United Asset Strategies
New York
+$2.64M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.13M
3
AWA
Acorn Wealth Advisors
Michigan
+$1.62M
4
Goldman Sachs
Goldman Sachs
New York
+$1.4M
5
AA
Armis Advisers
Georgia
+$973K

Top Sellers

Rank Fund Capital Flow
1
HAS
HBW Advisory Services
California
-$5.5M
2
WIM
WealthPlan Investment Management
Nebraska
-$2.41M
3
Jane Street
Jane Street
New York
-$1.82M
4
VAG
VisionPoint Advisory Group
Texas
-$1.31M
5
SA
Sanctuary Advisors
Indiana
-$1.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
26
Dynamic Advisor Solutions
Arizona
$802K +$89.6K +3,502 +13%
CI
27
CacheTech Inc
Utah
$770K +$769K +30,039 New
LPL Financial
28
LPL Financial
California
$622K +$620K +24,240 New
SA
29
Sanctuary Advisors
Indiana
$556K -$1.09M -42,693 -66%
Truist Financial
30
Truist Financial
North Carolina
$534K -$15.4K -600 -3%
LBC
31
Lane Brothers & Co
Arizona
$478K +$477K +18,625 New
KWA
32
Kingswood Wealth Advisors
California
$459K -$57K -2,229 -11%
FTUS
33
Flow Traders U.S.
New York
$404K +$180K +7,037 +81%
GVCM
34
Global View Capital Management
Wisconsin
$392K -$19.2K -752 -5%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$371K +$370K +14,455 New
Citadel Advisors
36
Citadel Advisors
Florida
$329K -$418K -16,353 -56%
SOS
37
Silver Oak Securities
Tennessee
$323K +$27.6K +1,079 +9%
JWCA
38
J.W. Cole Advisors
Florida
$321K +$14.9K +584 +5%
SF
39
Summit Financial
New Jersey
$312K – – –
CPIG
40
Chicago Partners Investment Group
Illinois
$268K +$3.97K +155 +2%
JCM
41
J2 Capital Management
Michigan
$263K – – –
TAM
42
TCP Asset Management
Ohio
$231K +$230K +8,993 New
SEA
43
Stegent Equity Advisors
Texas
$225K -$16.7K -654 -7%
EWA
44
EP Wealth Advisors
California
$215K +$215K +8,401 New
Osaic Holdings
45
Osaic Holdings
Arizona
$214K +$19K +741 +10%
WCG
46
Weaver Consulting Group
California
$206K – – –
FIM
47
FWL Investment Management
Texas
$36.7K – – –
UBS Group
48
UBS Group
Switzerland
$8.56K +$8.55K +334 New
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$5K +$77 +3 +1%
TAM
50
Tucker Asset Management
Colorado
$3.67K +$3.66K +143 New
1
2
3

MBSF Hedge Fund Activity: Q4 2025 in Review

50 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Regan Floating Rate MBS ETF (MBSF) for Q4 2025, worth a combined $127M — up 4.3% from $121M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MBSF positions and 4 closed out — a net gain of 8 holders — while 18 added to existing stakes and 15 trimmed.

The largest buyer was United Asset Strategies, opening a new position worth an estimated $2.64M. The largest seller was HBW Advisory Services, cutting an estimated $5.5M.

  • 50 institutional investors held Regan Floating Rate MBS ETF (MBSF) as of Q4 2025, up from 42 in Q3 2025.
  • Funds reported $127M of Regan Floating Rate MBS ETF stock for Q4 2025, up 4.3% quarter-over-quarter.
  • 12 funds opened new Regan Floating Rate MBS ETF positions in Q4 2025 and 4 closed out, a net change of +8 holders.
  • The largest Regan Floating Rate MBS ETF buyer in Q4 2025 was United Asset Strategies, an estimated $2.64M added.
  • The largest Regan Floating Rate MBS ETF seller in Q4 2025 was HBW Advisory Services, an estimated $5.5M sold.

Based on aggregated 13F filings for Q4 2025.