Regan Floating Rate MBS ETF
MBSF
42 hedge funds and large institutions have $121M invested in Regan Floating Rate MBS ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 9 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 14
1.62% more ownership
Funds ownership: 77.15% → 78.77% (+1.6%)
1% more capital invested
Capital invested by funds: $121M → $121M (+$816K)
14% less funds holding
Funds holding: 49 → 42 (-7)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
67% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CP
Castleview Partners
Dallas,
Texas
|
+$4.97M |
| 2 |
AI
Auour Investments
Woburn,
Massachusetts
|
+$3.01M |
| 3 |
Jane Street
New York
|
+$1.82M |
| 4 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$581K |
| 5 |
IWM
Iams Wealth Management
Omaha,
Nebraska
|
+$370K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
CWC Advisors
Lake Oswego,
Oregon
|
-$1.79M |
| 2 |
HAS
HBW Advisory Services
Simi Valley,
California
|
-$1.61M |
| 3 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$1.06M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$910K |
| 5 |
CCIA
Cherry Creek Investment Advisors
Englewood,
Colorado
|
-$485K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
JP Morgan Chase
New York
| – | -$2.55K | -100 | Closed |
|
MBSF Hedge Fund Activity: Q3 2025 in Review
42 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Regan Floating Rate MBS ETF (MBSF) for Q3 2025, worth a combined $121M — up 0.68% from $121M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of MBSF and 3 opened new positions — a net loss of 6 holders — while 14 trimmed existing stakes and 21 added.
The largest buyer was Castleview Partners, adding an estimated $4.97M. The largest seller was CWC Advisors, cutting an estimated $1.79M.
- 42 institutional investors held Regan Floating Rate MBS ETF (MBSF) as of Q3 2025, down from 49 in Q2 2025.
- Funds reported $121M of Regan Floating Rate MBS ETF stock for Q3 2025, up 0.68% quarter-over-quarter.
- 3 funds opened new Regan Floating Rate MBS ETF positions in Q3 2025 and 9 closed out, a net change of -6 holders.
- The largest Regan Floating Rate MBS ETF buyer in Q3 2025 was Castleview Partners, an estimated $4.97M added.
- The largest Regan Floating Rate MBS ETF seller in Q3 2025 was CWC Advisors, an estimated $1.79M sold.
Based on aggregated 13F filings for Q3 2025.