Regan Floating Rate MBS ETF
MBSF
42 hedge funds and large institutions have $131M invested in Regan Floating Rate MBS ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 3 closing their positions.
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
24% more funds holding
Funds holding: 34 → 42 (+8)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
19% more capital invested
Capital invested by funds: $110M → $131M (+$20.6M)
4.51% more ownership
Funds ownership: 82.71% → 87.22% (+4.5%)
0% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
TownSquare Capital
Provo,
Utah
|
+$12.8M |
| 2 |
CA
CWC Advisors
Lake Oswego,
Oregon
|
+$6.56M |
| 3 |
Goldman Sachs
New York
|
+$4.8M |
| 4 |
AA
Armis Advisers
Atlanta,
Georgia
|
+$2.14M |
| 5 |
BWM
BlackDiamond Wealth Management
New York
|
+$1.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HAS
HBW Advisory Services
Simi Valley,
California
|
-$3.15M |
| 2 |
AFS
Access Financial Services
Minneapolis,
Minnesota
|
-$2.03M |
| 3 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
-$1.26M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$1.06M |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$1.06M |
MBSF Hedge Fund Activity: Q1 2025 in Review
42 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Regan Floating Rate MBS ETF (MBSF) for Q1 2025, worth a combined $131M — up 19% from $110M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new MBSF positions and 3 closed out — a net gain of 9 holders — while 14 added to existing stakes and 14 trimmed.
The largest buyer was TownSquare Capital, adding an estimated $12.8M. The largest seller was HBW Advisory Services, cutting an estimated $3.15M.
- 42 institutional investors held Regan Floating Rate MBS ETF (MBSF) as of Q1 2025, up from 34 in Q4 2024.
- Funds reported $131M of Regan Floating Rate MBS ETF stock for Q1 2025, up 19% quarter-over-quarter.
- 12 funds opened new Regan Floating Rate MBS ETF positions in Q1 2025 and 3 closed out, a net change of +9 holders.
- The largest Regan Floating Rate MBS ETF buyer in Q1 2025 was TownSquare Capital, an estimated $12.8M added.
- The largest Regan Floating Rate MBS ETF seller in Q1 2025 was HBW Advisory Services, an estimated $3.15M sold.
Based on aggregated 13F filings for Q1 2025.