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MBSX

Regan Fixed Rate MBS ETF
MBSX

9 hedge funds and large institutions have $14.4M invested in Regan Fixed Rate MBS ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding

Funds holding: 5 → 9 (+4)

11% more capital invested

Capital invested by funds: $13M → $14.4M (+$1.4M)

1.03% more ownership

Funds ownership: 89.74% → 90.77% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

33% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 3

Holders
9
Holders Change
+4
Holders Change %
+80%
% of All Funds
0.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
2
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BWM
BlackDiamond Wealth Management
New York
+$820K
2
Citadel Advisors
Citadel Advisors
Florida
+$498K
3
CP
Castleview Partners
Texas
+$473K
4
AI
Auour Investments
Massachusetts
+$331K
5
JP Morgan Chase
JP Morgan Chase
New York
+$5.34K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$70.1K
2
CFA
Camarda Financial Advisors
Florida
-$64K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$33.2K

MBSX Hedge Fund Activity: Q4 2025 in Review

9 of the 8,281 institutional investors tracked by Wall St. Rank reported a position in Regan Fixed Rate MBS ETF (MBSX) for Q4 2025, worth a combined $14.4M — up 11% from $13M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new MBSX positions and 0 closed out — a net gain of 4 holders — while 2 added to existing stakes and 3 trimmed.

The largest buyer was BlackDiamond Wealth Management, opening a new position worth an estimated $820K. The largest seller was Jane Street, cutting an estimated $70.1K.

  • 9 institutional investors held Regan Fixed Rate MBS ETF (MBSX) as of Q4 2025, up from 5 in Q3 2025.
  • Funds reported $14.4M of Regan Fixed Rate MBS ETF stock for Q4 2025, up 11% quarter-over-quarter.
  • 4 funds opened new Regan Fixed Rate MBS ETF positions in Q4 2025 and 0 closed out, a net change of +4 holders.
  • The largest Regan Fixed Rate MBS ETF buyer in Q4 2025 was BlackDiamond Wealth Management, an estimated $820K added.
  • The largest Regan Fixed Rate MBS ETF seller in Q4 2025 was Jane Street, an estimated $70.1K sold.

Based on aggregated 13F filings for Q4 2025.