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Regan Floating Rate MBS ETF
MBSF

Overview Fund Activity

14 hedge funds and large institutions have $37.7M invested in Regan Floating Rate MBS ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
14
Holders Change
+14
Holders Change %
–
% of All Funds
0.2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
14
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CP
1
Castleview Partners
Texas
$22.2M
2
VAG
2
VisionPoint Advisory Group
Texas
$4.18M
3
SCM
3
Sterneck Capital Management
Missouri
$3.09M
4
WA
4
WESPAC Advisors
California
$1.94M
5
AI
5
Auour Investments
Massachusetts
$1.94M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
CP
1
Castleview Partners
Texas
$22.2M 877,935 +877,935 New
VAG
2
VisionPoint Advisory Group
Texas
$4.18M 165,320 +165,320 New
SCM
3
Sterneck Capital Management
Missouri
$3.09M 122,360 +122,360 New
WA
4
WESPAC Advisors
California
$1.94M 76,927 +76,927 New
AI
5
Auour Investments
Massachusetts
$1.94M 76,701 +76,701 New
Jane Street
6
Jane Street
New York
$1.13M 44,708 +44,708 New
KWA
7
Kingswood Wealth Advisors
California
$752K 29,752 +29,752 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$624K 24,687 +24,687 New
AWA
9
Arete Wealth Advisors
Illinois
$459K 18,158 +18,158 New
AWA
10
Acorn Wealth Advisors
Michigan
$425K 16,825 +16,825 New
CCIA
11
Cherry Creek Investment Advisors
Colorado
$325K 12,844 +12,844 New
TC
12
TownSquare Capital
Utah
$301K 11,908 +11,908 New
SEA
13
Stegent Equity Advisors
Texas
$288K 11,411 +11,411 New
UBS Group
14
UBS Group
Switzerland
$25 1 +1 New
CFGS
15
Concourse Financial Group Securities
Alabama
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