MBSX

Regan Fixed Rate MBS ETF
MBSX

5 hedge funds and large institutions have $13M invested in Regan Fixed Rate MBS ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 3 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership: →

more funds holding in top 10

Funds holding in top 10: →

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

29% less funds holding

Funds holding: 7 → 5 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
5
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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 Buyers

1
+$2.68M
2
+$1.19M
3
+$48K

Top Sellers

1
-$1.24M
2
-$42.8K
3
-$17.4K
4
Raymond James Financial
Raymond James Financial
Florida
-$3.28K
5
UBS Group
UBS Group
Switzerland
-$384
Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1
Castleview Partners
Texas
$7.55M
AI
2
Auour Investments
Massachusetts
$2.82M
CFA
3
Camarda Financial Advisors
Florida
$1.84M
Jane Street
4
Jane Street
New York
$429K
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$337K
Citadel Advisors
6
Citadel Advisors
Florida
–
Raymond James Financial
7
Raymond James Financial
Florida
–
UBS Group
8
UBS Group
Switzerland
–