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Regan Floating Rate MBS ETF
MBSF

70 hedge funds and large institutions have $156M invested in Regan Floating Rate MBS ETF in 2026 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

82% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 17

21% more funds holding

Funds holding: 58 → 70 (+12)

19% more capital invested

Capital invested by funds: $132M → $156M (+$24.4M)

1.01% more ownership

Funds ownership: 69.07% → 70.08% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
70
Holders Change
+12
Holders Change %
+20.69%
% of All Funds
0.85%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
19
Increased
31
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$10.3M
2
UAS
United Asset Strategies
New York
+$6.3M
3
CFD
Creative Financial Designs
Indiana
+$2.64M
4
HF
HRT Financial
New York
+$1.14M
5
AI
Auour Investments
Massachusetts
+$870K

Top Sellers

Rank Fund Capital Flow
1
VAG
VisionPoint Advisory Group
Texas
-$3.51M
2
WP
WealthPLAN Partners
Nebraska
-$804K
3
WIM
WealthPlan Investment Management
Nebraska
-$651K
4
FTUS
Flow Traders U.S.
New York
-$571K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$396K
Name Holding Trade Value Shares
Change 		Change in
Stake
HF
26
HRT Financial
New York
$1.14M +$1.14M +44,321 New
BWA
27
Beam Wealth Advisors
Louisiana
$1.13M +$53.8K +2,097 +5%
Goldman Sachs
28
Goldman Sachs
New York
$1.12M -$289K -11,263 -21%
KWA
29
Kingswood Wealth Advisors
California
$1.04M +$650K +25,315 +169%
DAS
30
Dynamic Advisor Solutions
Arizona
$935K +$59.6K +2,323 +7%
QAM
31
Q3 Asset Management
Michigan
$932K +$434K +16,928 +87%
TPA
32
Trivium Point Advisory
Connecticut
$841K +$841K +32,769 New
HAS
33
HBW Advisory Services
California
$698K -$264K -10,296 -27%
CA
34
Commerce Advisors
Tennessee
$681K +$75.1K +2,925 +12%
AO
35
Advisor OS
Illinois
$596K +$596K +23,208 New
Citadel Advisors
36
Citadel Advisors
Florida
$586K +$585K +22,812 New
SA
37
Sanctuary Advisors
Indiana
$542K -$139K -5,409 -20%
DG
38
Diesslin Group
Texas
$516K +$308 +12 +0.1%
RCS
39
R2 Capital Strategies
Nebraska
$511K +$511K +19,897 New
PWA
40
Provenance Wealth Advisors
Florida
$500K +$499K +19,455 New
TAM
41
TCP Asset Management
Ohio
$392K -$25K -974 -6%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$381K -$9.6K -374 -2%
OFS
43
OneAscent Financial Services
Alabama
$380K +$8.34K +325 +2%
LBC
44
Lane Brothers & Co
Arizona
$378K -$127K -4,943 -25%
GVCM
45
Global View Capital Management
Wisconsin
$369K -$7.29K -284 -2%
CAMV
46
Concord Asset Management (Virginia)
Virginia
$345K +$345K +13,448 New
CWP
47
Concord Wealth Partners
Virginia
$345K +$345K +13,448 New
JWCA
48
J.W. Cole Advisors
Florida
$344K +$344K +13,395 New
SOS
49
Silver Oak Securities
Tennessee
$329K -$6.59K -257 -2%
Osaic Holdings
50
Osaic Holdings
Arizona
$298K +$53.5K +2,083 +22%
1
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MBSF Hedge Fund Activity: Q2 2026 in Review

70 of the 8,264 institutional investors tracked by Wall St. Rank reported a position in Regan Floating Rate MBS ETF (MBSF) for Q2 2026, worth a combined $156M — up 19% from $132M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new MBSF positions and 6 closed out — a net gain of 13 holders — while 31 added to existing stakes and 17 trimmed.

The largest buyer was State of New Jersey Common Pension Fund D, adding an estimated $10.3M. The largest seller was VisionPoint Advisory Group, cutting an estimated $3.51M.

  • 70 institutional investors held Regan Floating Rate MBS ETF (MBSF) as of Q2 2026, up from 58 in Q1 2026.
  • Funds reported $156M of Regan Floating Rate MBS ETF stock for Q2 2026, up 19% quarter-over-quarter.
  • 19 funds opened new Regan Floating Rate MBS ETF positions in Q2 2026 and 6 closed out, a net change of +13 holders.
  • The largest Regan Floating Rate MBS ETF buyer in Q2 2026 was State of New Jersey Common Pension Fund D, an estimated $10.3M added.
  • The largest Regan Floating Rate MBS ETF seller in Q2 2026 was VisionPoint Advisory Group, an estimated $3.51M sold.

Based on aggregated 13F filings for Q2 2026.