Regan Floating Rate MBS ETF
MBSF
49 hedge funds and large institutions have $121M invested in Regan Floating Rate MBS ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 5 closing their positions.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
33% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 15
17% more funds holding
Funds holding: 42 → 49 (+7)
8% less capital invested
Capital invested by funds: $131M → $121M (-$9.99M)
10.07% less ownership
Funds ownership: 87.22% → 77.15% (-10%)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
+$5.09M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$3.53M |
| 3 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$1.41M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$908K |
| 5 |
EPW
Endeavor Private Wealth
Topeka,
Kansas
|
+$891K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
TownSquare Capital
Provo,
Utah
|
-$13.1M |
| 2 |
Goldman Sachs
New York
|
-$4.78M |
| 3 |
VAG
VisionPoint Advisory Group
Dallas,
Texas
|
-$1.8M |
| 4 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$1.21M |
| 5 |
Jane Street
New York
|
-$757K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Goldman Sachs
New York
| – | -$4.78M | -187,816 | Closed |
|
|
52
Jane Street
New York
| – | -$757K | -29,738 | Closed |
|
53
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$401K | -15,764 | Closed |
|
|
KWM
54
Kiker Wealth Management
Jasper,
Georgia
| – | -$31K | -1,219 | Closed |
|
MBSF Hedge Fund Activity: Q2 2025 in Review
49 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Regan Floating Rate MBS ETF (MBSF) for Q2 2025, worth a combined $121M — down 7.7% from $131M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new MBSF positions and 5 closed out — a net gain of 8 holders — while 20 added to existing stakes and 15 trimmed.
The largest buyer was State of New Jersey Common Pension Fund D, opening a new position worth an estimated $5.09M. The largest seller was TownSquare Capital, exiting entirely with an estimated $13.1M sold.
- 49 institutional investors held Regan Floating Rate MBS ETF (MBSF) as of Q2 2025, up from 42 in Q1 2025.
- Funds reported $121M of Regan Floating Rate MBS ETF stock for Q2 2025, down 7.7% quarter-over-quarter.
- 13 funds opened new Regan Floating Rate MBS ETF positions in Q2 2025 and 5 closed out, a net change of +8 holders.
- The largest Regan Floating Rate MBS ETF buyer in Q2 2025 was State of New Jersey Common Pension Fund D, an estimated $5.09M added.
- The largest Regan Floating Rate MBS ETF seller in Q2 2025 was TownSquare Capital, an estimated $13.1M sold.
Based on aggregated 13F filings for Q2 2025.