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Regan Floating Rate MBS ETF

48 hedge funds and large institutions have $118M invested in Regan Floating Rate MBS ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+7
Holders Change %
+17.07%
% of All Funds
0.64%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
13
Increased
19
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CP
1
Castleview Partners
Texas
$22.3M +$374K +14,648 +2%
WIM
2
WealthPlan Investment Management
Nebraska
$11.4M +$1.42M +55,556 +14%
VAG
3
VisionPoint Advisory Group
Texas
$10.3M -$1.81M -70,802 -15%
HAS
4
HBW Advisory Services
California
$8.37M -$273K -10,709 -3%
BFO
5
Biltmore Family Office
North Carolina
$7.22M -$365K -14,310 -5%
CA
6
CWC Advisors
Oregon
$6.63M +$80.3K +3,148 +1%
State of New Jersey Common Pension Fund D
7
State of New Jersey Common Pension Fund D
New Jersey
$5.1M +$5.1M +200,000 New
SCM
8
Sterneck Capital Management
Missouri
$4.66M -$343K -13,443 -7%
ETC
9
Exchange Traded Concepts
Oklahoma
$4.31M -$353K -13,832 -8%
AI
10
Auour Investments
Massachusetts
$3.97M +$2.09K +82 +0.1%
EWA
11
EP Wealth Advisors
California
$3.54M +$3.54M +138,604 New
AWM
12
Apollon Wealth Management
South Carolina
$3.15M +$385K +15,079 +14%
WP
13
WealthPLAN Partners
Nebraska
$3.13M -$1.22M -47,717 -28%
CFA
14
Camarda Financial Advisors
Florida
$3.07M +$162K +6,363 +6%
BCI
15
Brinker Capital Investments
Pennsylvania
$2.26M +$321K +12,565 +17%
AA
16
Armis Advisers
Georgia
$2.18M +$50.3K +1,980 +2%
BWM
17
BlackDiamond Wealth Management
New York
$1.97M -$179K -7,030 -8%
WA
18
WESPAC Advisors
California
$1.83M -$73K -2,862 -4%
NA
19
NewEdge Advisors
Louisiana
$1.42M +$374K +14,644 +36%
BWA
20
Beam Wealth Advisors
Louisiana
$953K +$279K +10,925 +41%
AI
21
Atria Investments
North Carolina
$910K +$910K +35,649 New
EPW
22
Endeavor Private Wealth
Kansas
$893K +$893K +34,999 New
KWA
23
Kingswood Wealth Advisors
California
$742K -$95.6K -3,746 -11%
DAS
24
Dynamic Advisor Solutions
Arizona
$724K +$173K +6,781 +31%
IWM
25
Iams Wealth Management
Nebraska
$642K -$638K -25,012 -50%