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Regan Floating Rate MBS ETF

70 hedge funds and large institutions have $156M invested in Regan Floating Rate MBS ETF in 2026 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

82% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 17

21% more funds holding

Funds holding: 5870 (+12)

19% more capital invested

Capital invested by funds: $132M → $156M (+$24.4M)

1.01% more ownership

Funds ownership: 69.07%70.08% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
70
Holders Change
+12
Holders Change %
+20.69%
% of All Funds
0.85%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
19
Increased
31
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CP
1
Castleview Partners
Texas
$25.4M +$43.2K +1,683 +0.2%
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$15.4M +$10.3M +400,000 +200%
CFD
3
Creative Financial Designs
Indiana
$11.6M +$2.64M +102,914 +29%
UAS
4
United Asset Strategies
New York
$10.9M +$6.3M +245,403 +137%
AI
5
Auour Investments
Massachusetts
$8.74M +$870K +33,902 +11%
BFO
6
Biltmore Family Office
North Carolina
$6.47M -$316K -12,299 -5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$6.19M -$203K -7,918 -3%
CA
8
CWC Advisors
Oregon
$5.43M +$175K +6,823 +3%
SCM
9
Sterneck Capital Management
Missouri
$5.28M +$93.6K +3,647 +2%
AWM
10
Apollon Wealth Management
South Carolina
$4.53M +$231K +9,014 +5%
VAG
11
VisionPoint Advisory Group
Texas
$4.37M -$3.51M -136,647 -45%
ETC
12
Exchange Traded Concepts
Oklahoma
$4M -$329K -12,805 -8%
AWA
13
Acorn Wealth Advisors
Michigan
$3.22M +$346K +13,492 +12%
CFA
14
Camarda Financial Advisors
Florida
$3.16M +$93.8K +3,654 +3%
AA
15
Armis Advisers
Georgia
$3.05M +$62.3K +2,426 +2%
NA
16
NewEdge Advisors
Louisiana
$2.62M +$231K +9,007 +10%
LPL Financial
17
LPL Financial
California
$2.53M +$97.9K +3,813 +4%
WIM
18
WealthPlan Investment Management
Nebraska
$2.53M -$651K -25,376 -20%
BWM
19
BlackDiamond Wealth Management
New York
$2.51M +$460K +17,930 +22%
BCI
20
Brinker Capital Investments
Pennsylvania
$2.12M +$97K +3,781 +5%
WA
21
WESPAC Advisors
California
$1.95M +$47K +1,833 +2%
TCOT
22
Trust Company of Toledo
Ohio
$1.85M +$665K +25,913 +56%
Stifel Financial
23
Stifel Financial
Missouri
$1.54M +$66.2K +2,578 +4%
WP
24
WealthPLAN Partners
Nebraska
$1.38M -$804K -31,315 -37%
MCM
25
MAI Capital Management
Ohio
$1.28M +$825K +32,151 +182%

MBSF Hedge Fund Activity: Q2 2026 in Review

70 of the 8,264 institutional investors tracked by Wall St. Rank reported a position in Regan Floating Rate MBS ETF (MBSF) for Q2 2026, worth a combined $156M — up 19% from $132M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new MBSF positions and 6 closed out — a net gain of 13 holders — while 31 added to existing stakes and 17 trimmed.

The largest buyer was State of New Jersey Common Pension Fund D, adding an estimated $10.3M. The largest seller was VisionPoint Advisory Group, cutting an estimated $3.51M.

  • 70 institutional investors held Regan Floating Rate MBS ETF (MBSF) as of Q2 2026, up from 58 in Q1 2026.
  • Funds reported $156M of Regan Floating Rate MBS ETF stock for Q2 2026, up 19% quarter-over-quarter.
  • 19 funds opened new Regan Floating Rate MBS ETF positions in Q2 2026 and 6 closed out, a net change of +13 holders.
  • The largest Regan Floating Rate MBS ETF buyer in Q2 2026 was State of New Jersey Common Pension Fund D, an estimated $10.3M added.
  • The largest Regan Floating Rate MBS ETF seller in Q2 2026 was VisionPoint Advisory Group, an estimated $3.51M sold.

Based on aggregated 13F filings for Q2 2026.