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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
OWA
51
Opal Wealth Advisors
New York
$62.7K +$63.1K +2,457 New
FFA
52
Farther Finance Advisors
California
$31.9K +$32K +1,245 New
FIM
53
FWL Investment Management
Texas
$21.8K -$14.8K -575 -40%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$5.46K +$51 +2 +0.9%
BlackRock
55
BlackRock
New York
$2.55K +$2.57K +100 New
SNB
56
Security National Bank
Nebraska
$1.99K +$2K +78 New
HI
57
Harbour Investments
Wisconsin
$842 +$848 +33 New
QAM
58
Q3 Asset Management
Michigan
$494 +$498K +19,381 New
EPW
59
Endeavor Private Wealth
Kansas
– -$1.33M -51,692 Closed
CI
60
CacheTech Inc
Utah
– -$770K -30,039 Closed
Truist Financial
61
Truist Financial
North Carolina
– -$534K -20,840 Closed
Citadel Advisors
62
Citadel Advisors
Florida
– -$329K -12,847 Closed
JWCA
63
J.W. Cole Advisors
Florida
– -$321K -12,505 Closed
SEA
64
Stegent Equity Advisors
Texas
– -$225K -8,770 Closed
EWA
65
EP Wealth Advisors
California
– -$215K -8,401 Closed
UBS Group
66
UBS Group
Switzerland
– -$8.56K -334 Closed
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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.