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Regan Floating Rate MBS ETF

30 hedge funds and large institutions have $110M invested in Regan Floating Rate MBS ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
30
Holders Change
+7
Holders Change %
+30.43%
% of All Funds
0.43%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
10
Increased
14
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CP
1
Castleview Partners
Texas
$21.3M 830,610 +42,733 +5%
HAS
2
HBW Advisory Services
California
$11.5M 446,924 +427,324 +2,180%
VAG
3
VisionPoint Advisory Group
Texas
$11.3M 440,761 +210,878 +92%
WIM
4
WealthPlan Investment Management
Nebraska
$9.51M 370,905 +370,905 New
BCI
5
Brinker Capital Investments
Pennsylvania
$7.49M 292,335 +269,871 +1,201%
OPS
6
Orion Portfolio Solutions
Nebraska
$7.49M 292,335 +269,871 +1,201%
AFS
7
Access Financial Services
Minnesota
$5.54M 216,226 -2,280 -1%
BFO
8
Biltmore Family Office
North Carolina
$4.64M 180,370 +44,173 +32%
SCM
9
Sterneck Capital Management
Missouri
$4.57M 178,250 +45,674 +34%
WP
10
WealthPLAN Partners
Nebraska
$4.47M 174,469 +174,469 New
AA
11
AlphaMark Advisors
Kentucky
$3.47M 135,232 +129,436 +2,233%
CFA
12
Camarda Financial Advisors
Florida
$2.98M 116,207 +47,104 +68%
AWM
13
Apollon Wealth Management
South Carolina
$2.94M 114,763 +114,763 New
AI
14
Auour Investments
Massachusetts
$2.66M 104,416 +17,587 +20%
WA
15
WESPAC Advisors
California
$2.05M 80,163 +6,334 +9%
SA
16
Sanctuary Advisors
Indiana
$1.85M 72,124 +72,124 New
KWA
17
Kingswood Wealth Advisors
California
$883K 34,461 -20 -0.1%
AWA
18
Acorn Wealth Advisors
Michigan
$791K 30,843 +1,831 +6%
CCIA
19
Cherry Creek Investment Advisors
Colorado
$724K 28,253 -1,079 -4%
IWM
20
Iams Wealth Management
Nebraska
$718K 28,025 +16,775 +149%
Jane Street
21
Jane Street
New York
$632K 24,662 -36,073 -59%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$560K 21,846 +21,846 New
SEA
23
Stegent Equity Advisors
Texas
$526K 20,530 +9,119 +80%
BWM
24
BlackDiamond Wealth Management
New York
$364K 14,270 +14,270 New
DAS
25
Dynamic Advisor Solutions
Arizona
$314K 12,245 +12,245 New