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Regan Floating Rate MBS ETF
MBSF

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.

New
Increased
Maintained
Reduced
Closed

99.3% more ownership

Funds ownership: 0% → 99.3% (+99%)

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
Castleview Partners
Texas
+$22.1M
2
VAG
VisionPoint Advisory Group
Texas
+$4.16M
3
SCM
Sterneck Capital Management
Missouri
+$3.08M
4
WA
WESPAC Advisors
California
+$1.94M
5
AI
Auour Investments
Massachusetts
+$1.93M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1
Castleview Partners
Texas
$22.2M +$22.1M +877,935 New
VAG
2
VisionPoint Advisory Group
Texas
$4.18M +$4.16M +165,320 New
SCM
3
Sterneck Capital Management
Missouri
$3.09M +$3.08M +122,360 New
WA
4
WESPAC Advisors
California
$1.94M +$1.94M +76,927 New
AI
5
Auour Investments
Massachusetts
$1.94M +$1.93M +76,701 New
Jane Street
6
Jane Street
New York
$1.13M +$1.13M +44,708 New
KWA
7
Kingswood Wealth Advisors
California
$752K +$749K +29,752 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$624K +$621K +24,687 New
AWA
9
Arete Wealth Advisors
Illinois
$459K +$457K +18,158 New
AWA
10
Acorn Wealth Advisors
Michigan
$425K +$423K +16,825 New
CCIA
11
Cherry Creek Investment Advisors
Colorado
$325K +$323K +12,844 New
TC
12
TownSquare Capital
Utah
$301K +$300K +11,908 New
SEA
13
Stegent Equity Advisors
Texas
$288K +$287K +11,411 New
UBS Group
14
UBS Group
Switzerland
$25 +$25 +1 New

MBSF Hedge Fund Activity: Q1 2024 in Review

14 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Regan Floating Rate MBS ETF (MBSF) for Q1 2024, worth a combined $37.7M.

Buyers outnumbered sellers: 14 funds opened new MBSF positions and 0 closed out — a net gain of 14 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Castleview Partners, opening a new position worth an estimated $22.1M.

  • 14 institutional investors held Regan Floating Rate MBS ETF (MBSF) as of Q1 2024, up from 0 in Q4 2023.
  • Funds reported $37.7M of Regan Floating Rate MBS ETF stock for Q1 2024.
  • 14 funds opened new Regan Floating Rate MBS ETF positions in Q1 2024 and 0 closed out, a net change of +14 holders.
  • The largest Regan Floating Rate MBS ETF buyer in Q1 2024 was Castleview Partners, an estimated $22.1M added.

Based on aggregated 13F filings for Q1 2024.