Regan Floating Rate MBS ETF
MBSF
50 hedge funds and large institutions have $127M invested in Regan Floating Rate MBS ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 4 closing their positions.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
20% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 15
19% more funds holding
Funds holding: 42 → 50 (+8)
4% more capital invested
Capital invested by funds: $121M → $127M (+$5.2M)
2.55% less ownership
Funds ownership: 78.77% → 76.22% (-2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UAS
United Asset Strategies
Garden City,
New York
|
+$2.64M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.13M |
| 3 |
AWA
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
+$1.62M |
| 4 |
Goldman Sachs
New York
|
+$1.4M |
| 5 |
AA
Armis Advisers
Atlanta,
Georgia
|
+$973K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HAS
HBW Advisory Services
Simi Valley,
California
|
-$5.5M |
| 2 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$2.41M |
| 3 |
Jane Street
New York
|
-$1.82M |
| 4 |
VAG
VisionPoint Advisory Group
Dallas,
Texas
|
-$1.31M |
| 5 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$1.09M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Jane Street
New York
| – | -$1.82M | -71,335 | Closed |
|
|
IWM
52
Iams Wealth Management
Omaha,
Nebraska
| – | -$1.01M | -39,694 | Closed |
|
|
TC
53
Touchstone Capital
Pittsburgh,
Pennsylvania
| – | -$949K | -37,259 | Closed |
|
|
CGH
54
Crossmark Global Holdings
Houston,
Texas
| – | -$258K | -10,119 | Closed |
|
MBSF Hedge Fund Activity: Q4 2025 in Review
50 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Regan Floating Rate MBS ETF (MBSF) for Q4 2025, worth a combined $127M — up 4.3% from $121M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new MBSF positions and 4 closed out — a net gain of 8 holders — while 18 added to existing stakes and 15 trimmed.
The largest buyer was United Asset Strategies, opening a new position worth an estimated $2.64M. The largest seller was HBW Advisory Services, cutting an estimated $5.5M.
- 50 institutional investors held Regan Floating Rate MBS ETF (MBSF) as of Q4 2025, up from 42 in Q3 2025.
- Funds reported $127M of Regan Floating Rate MBS ETF stock for Q4 2025, up 4.3% quarter-over-quarter.
- 12 funds opened new Regan Floating Rate MBS ETF positions in Q4 2025 and 4 closed out, a net change of +8 holders.
- The largest Regan Floating Rate MBS ETF buyer in Q4 2025 was United Asset Strategies, an estimated $2.64M added.
- The largest Regan Floating Rate MBS ETF seller in Q4 2025 was HBW Advisory Services, an estimated $5.5M sold.
Based on aggregated 13F filings for Q4 2025.