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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
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$13.1M
2 -$4.78M
3 -$1.81M
4
WP
WealthPLAN Partners
Nebraska
-$1.22M
5
Jane Street
Jane Street
New York
-$757K
Name Holding Trade Value Shares
Change
Change in
Stake
CP
1
Castleview Partners
Texas
$22.3M
WIM
2
WealthPlan Investment Management
Nebraska
$11.4M
VAG
3
VisionPoint Advisory Group
Texas
$10.3M
HAS
4
HBW Advisory Services
California
$8.37M
BFO
5
Biltmore Family Office
North Carolina
$7.22M
CA
6
CWC Advisors
Oregon
$6.63M
State of New Jersey Common Pension Fund D
7
State of New Jersey Common Pension Fund D
New Jersey
$5.1M
SCM
8
Sterneck Capital Management
Missouri
$4.66M
ETC
9
Exchange Traded Concepts
Oklahoma
$4.31M
AI
10
Auour Investments
Massachusetts
$3.97M
EWA
11
EP Wealth Advisors
California
$3.54M
AWM
12
Apollon Wealth Management
South Carolina
$3.15M
WP
13
WealthPLAN Partners
Nebraska
$3.13M
CFA
14
Camarda Financial Advisors
Florida
$3.07M
BCI
15
Brinker Capital Investments
Pennsylvania
$2.26M
AA
16
Armis Advisers
Georgia
$2.18M
BWM
17
BlackDiamond Wealth Management
New York
$1.97M
WA
18
WESPAC Advisors
California
$1.83M
NA
19
NewEdge Advisors
Louisiana
$1.42M
BWA
20
Beam Wealth Advisors
Louisiana
$953K
AI
21
Atria Investments
North Carolina
$910K
EPW
22
Endeavor Private Wealth
Kansas
$893K
KWA
23
Kingswood Wealth Advisors
California
$742K
DAS
24
Dynamic Advisor Solutions
Arizona
$724K
IWM
25
Iams Wealth Management
Nebraska
$642K