Regan Fixed Rate MBS ETF
MBSX
7 hedge funds and large institutions have $9.54M invested in Regan Fixed Rate MBS ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
87.55% more ownership
Funds ownership: 0% → 87.55% (+88%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CP
Castleview Partners
Dallas,
Texas
|
+$5.8M |
| 2 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
+$1.71M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.22M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$352K |
| 5 |
Jane Street
New York
|
+$349K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CP
1
Castleview Partners
Dallas,
Texas
| $5.86M | +$5.8M | +228,539 | New |
|
|
CFA
2
Camarda Financial Advisors
Fleming Island,
Florida
| $1.73M | +$1.71M | +67,566 | New |
|
|
3
Citadel Advisors
Miami,
Florida
| $1.24M | +$1.22M | +48,232 | New |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $356K | +$352K | +13,886 | New |
|
|
5
Jane Street
New York
| $352K | +$349K | +13,737 | New |
|
6
Raymond James Financial
St Petersburg,
Florida
| $3.28K | +$3.25K | +128 | New |
|
7
UBS Group
Zurich,
Switzerland
| $384 | +$381 | +15 | New |
|
MBSX Hedge Fund Activity: Q2 2025 in Review
7 of the 7,598 institutional investors tracked by Wall St. Rank reported a position in Regan Fixed Rate MBS ETF (MBSX) for Q2 2025, worth a combined $9.54M.
Buyers outnumbered sellers: 7 funds opened new MBSX positions and 0 closed out — a net gain of 7 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Castleview Partners, opening a new position worth an estimated $5.8M.
- 7 institutional investors held Regan Fixed Rate MBS ETF (MBSX) as of Q2 2025, up from 0 in Q1 2025.
- Funds reported $9.54M of Regan Fixed Rate MBS ETF stock for Q2 2025.
- 7 funds opened new Regan Fixed Rate MBS ETF positions in Q2 2025 and 0 closed out, a net change of +7 holders.
- The largest Regan Fixed Rate MBS ETF buyer in Q2 2025 was Castleview Partners, an estimated $5.8M added.
Based on aggregated 13F filings for Q2 2025.