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Regan Floating Rate MBS ETF
MBSF

70 hedge funds and large institutions have $156M invested in Regan Floating Rate MBS ETF in 2026 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

82% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 17

21% more funds holding

Funds holding: 58 → 70 (+12)

19% more capital invested

Capital invested by funds: $132M → $156M (+$24.4M)

1.01% more ownership

Funds ownership: 69.07% → 70.08% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
70
Holders Change
+12
Holders Change %
+20.69%
% of All Funds
0.85%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
19
Increased
31
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$10.3M
2
UAS
United Asset Strategies
New York
+$6.3M
3
CFD
Creative Financial Designs
Indiana
+$2.64M
4
HF
HRT Financial
New York
+$1.14M
5
AI
Auour Investments
Massachusetts
+$870K

Top Sellers

Rank Fund Capital Flow
1
VAG
VisionPoint Advisory Group
Texas
-$3.51M
2
WP
WealthPLAN Partners
Nebraska
-$804K
3
WIM
WealthPlan Investment Management
Nebraska
-$651K
4
FTUS
Flow Traders U.S.
New York
-$571K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$396K
Name Holding Trade Value Shares
Change 		Change in
Stake
KF
51
Krilogy Financial
Missouri
$282K – – –
WW
52
Waterfront Wealth
Kansas
$272K +$9.73K +379 +4%
CPIG
53
Chicago Partners Investment Group
Illinois
$265K +$12.1K +472 +5%
JCM
54
J2 Capital Management
Michigan
$264K – – –
SF
55
Summit Financial
New Jersey
$226K -$85.5K -3,331 -27%
Koshinski Asset Management
56
Koshinski Asset Management
Illinois
$220K +$220K +8,567 New
EWA
57
EP Wealth Advisors
California
$216K +$216K +8,401 New
Jane Street
58
Jane Street
New York
$202K +$202K +7,878 New
WCG
59
Weaver Consulting Group
California
$200K -$2.82K -110 -1%
CA
60
Continuum Advisory
Idaho
$116K +$116K +4,532 New
IWC
61
Integrated Wealth Concepts
Massachusetts
$102K +$102K +3,988 New
KOCAA
62
Knights of Columbus Asset Advisors
Connecticut
$102K +$102K +3,969 New
FIM
63
FWL Investment Management
Texas
$97.2K +$75.2K +2,931 +343%
Wells Fargo
64
Wells Fargo
California
$64.8K +$64.8K +2,525 New
FFA
65
Farther Finance Advisors
California
$32K – – –
BlackRock
66
BlackRock
New York
$28.7K +$26.1K +1,016 +1,016%
IA
67
IFP Advisors
Florida
$3.72K +$3.72K +145 New
SGFG
68
Silver Grove Financial Group
New York
$1.41K +$1.41K +55 New
AAS
69
Ameritas Advisory Services
Nebraska
$1.39K +$1.39K +54 New
HI
70
Harbour Investments
Wisconsin
$719 -$128 -5 -15%
FTUS
71
Flow Traders U.S.
New York
– -$571K -22,401 Closed
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
– -$396K -15,521 Closed
Raymond James Financial
73
Raymond James Financial
Florida
– -$208K -8,142 Closed
DWM
74
Dynasty Wealth Management
Florida
– -$204K -8,000 Closed
OWA
75
Opal Wealth Advisors
New York
– -$62.7K -2,457 Closed
1 2
3
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MBSF Hedge Fund Activity: Q2 2026 in Review

70 of the 8,264 institutional investors tracked by Wall St. Rank reported a position in Regan Floating Rate MBS ETF (MBSF) for Q2 2026, worth a combined $156M — up 19% from $132M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new MBSF positions and 6 closed out — a net gain of 13 holders — while 31 added to existing stakes and 17 trimmed.

The largest buyer was State of New Jersey Common Pension Fund D, adding an estimated $10.3M. The largest seller was VisionPoint Advisory Group, cutting an estimated $3.51M.

  • 70 institutional investors held Regan Floating Rate MBS ETF (MBSF) as of Q2 2026, up from 58 in Q1 2026.
  • Funds reported $156M of Regan Floating Rate MBS ETF stock for Q2 2026, up 19% quarter-over-quarter.
  • 19 funds opened new Regan Floating Rate MBS ETF positions in Q2 2026 and 6 closed out, a net change of +13 holders.
  • The largest Regan Floating Rate MBS ETF buyer in Q2 2026 was State of New Jersey Common Pension Fund D, an estimated $10.3M added.
  • The largest Regan Floating Rate MBS ETF seller in Q2 2026 was VisionPoint Advisory Group, an estimated $3.51M sold.

Based on aggregated 13F filings for Q2 2026.