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Regan Floating Rate MBS ETF
MBSF

Overview Fund Activity

48 hedge funds and large institutions have $118M 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, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+7
Holders Change %
+17.07%
% of All Funds
0.64%
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
15
Closed
5
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 Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
51
Jane Street
New York
– -$757K -29,738 Closed
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
– -$401K -15,764 Closed
KWM
53
Kiker Wealth Management
Georgia
– -$31K -1,219 Closed
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