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Regan Floating Rate MBS ETF

34 hedge funds and large institutions have $110M invested in Regan Floating Rate MBS ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
34
Holders Change
+4
Holders Change %
+13.33%
% of All Funds
0.45%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
8
Increased
15
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CP
1
Castleview Partners
Texas
$20.9M 821,325 -9,285 -1%
VAG
2
VisionPoint Advisory Group
Texas
$12.2M 480,755 +39,994 +9%
HAS
3
HBW Advisory Services
California
$11.7M 461,851 +14,927 +3%
WIM
4
WealthPlan Investment Management
Nebraska
$9.37M 368,738 -2,167 -0.6%
BFO
5
Biltmore Family Office
North Carolina
$7.28M 286,722 +106,352 +59%
ETC
6
Exchange Traded Concepts
Oklahoma
$5.9M 232,180 +232,180 New
SCM
7
Sterneck Capital Management
Missouri
$4.57M 179,878 +1,628 +0.9%
AI
8
Auour Investments
Massachusetts
$4.44M 174,061 +69,645 +67%
WP
9
WealthPLAN Partners
Nebraska
$4.22M 166,051 -8,418 -5%
AA
10
AlphaMark Advisors
Kentucky
$4.21M 165,822 +30,590 +23%
CFA
11
Camarda Financial Advisors
Florida
$3M 118,025 +1,818 +2%
BCI
12
Brinker Capital Investments
Pennsylvania
$2.98M 117,402 -174,933 -60%
OPS
13
Orion Portfolio Solutions
Nebraska
$2.98M 117,402 -174,933 -60%
AWM
14
Apollon Wealth Management
South Carolina
$2.78M 109,346 -5,417 -5%
AFS
15
Access Financial Services
Minnesota
$2.03M 80,036 -136,190 -63%
WA
16
WESPAC Advisors
California
$2M 78,921 -1,242 -2%
SA
17
Sanctuary Advisors
Indiana
$1.8M 70,520 -1,604 -2%
GVCM
18
Global View Capital Management
Wisconsin
$1.14M 44,750 +44,750 New
IWM
19
Iams Wealth Management
Nebraska
$1.13M 44,292 +16,267 +58%
KWA
20
Kingswood Wealth Advisors
California
$885K 34,852 +391 +1%
CCIA
21
Cherry Creek Investment Advisors
Colorado
$731K 28,770 +517 +2%
AWA
22
Acorn Wealth Advisors
Michigan
$596K 23,471 -7,372 -24%
NA
23
NewEdge Advisors
Louisiana
$566K 22,268 +22,268 New
BWM
24
BlackDiamond Wealth Management
New York
$549K 21,612 +7,342 +51%
SEA
25
Stegent Equity Advisors
Texas
$444K 17,474 -3,056 -15%