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.
36% more capital invested
Capital invested by funds: $9.54M → $13M (+$3.44M)
2.19% more ownership
Funds ownership: 87.55% → 89.74% (+2.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
29% less funds holding
Funds holding: 7 → 5 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Auour Investments
Woburn,
Massachusetts
|
+$2.68M |
| 2 |
CP
Castleview Partners
Dallas,
Texas
|
+$1.19M |
| 3 |
Jane Street
New York
|
+$48K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.24M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$42.8K |
| 3 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
-$17.4K |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$3.28K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$384 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CP
1
Castleview Partners
Dallas,
Texas
| $7.55M | +$1.19M | +45,579 | +20% |
|
|
AI
2
Auour Investments
Woburn,
Massachusetts
| $2.82M | +$2.68M | +102,296 | New |
|
|
CFA
3
Camarda Financial Advisors
Fleming Island,
Florida
| $1.84M | -$17.4K | -666 | -1% |
|
|
4
Jane Street
New York
| $429K | +$48K | +1,833 | +13% |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $337K | -$42.8K | -1,635 | -12% |
|
|
6
Citadel Advisors
Miami,
Florida
| – | -$1.24M | -48,232 | Closed |
|
|
7
Raymond James Financial
St Petersburg,
Florida
| – | -$3.28K | -128 | Closed |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$384 | -15 | Closed |
|
MBSX Hedge Fund Activity: Q3 2025 in Review
5 of the 7,625 institutional investors tracked by Wall St. Rank reported a position in Regan Fixed Rate MBS ETF (MBSX) for Q3 2025, worth a combined $13M — up 36% from $9.54M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of MBSX and 1 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 2 added.
The largest buyer was Auour Investments, opening a new position worth an estimated $2.68M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.24M sold.
- 5 institutional investors held Regan Fixed Rate MBS ETF (MBSX) as of Q3 2025, down from 7 in Q2 2025.
- Funds reported $13M of Regan Fixed Rate MBS ETF stock for Q3 2025, up 36% quarter-over-quarter.
- 1 fund opened new Regan Fixed Rate MBS ETF positions in Q3 2025 and 3 closed out, a net change of -2 holders.
- The largest Regan Fixed Rate MBS ETF buyer in Q3 2025 was Auour Investments, an estimated $2.68M added.
- The largest Regan Fixed Rate MBS ETF seller in Q3 2025 was Citadel Advisors, an estimated $1.24M sold.
Based on aggregated 13F filings for Q3 2025.