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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWM
BlackDiamond Wealth Management
New York
|
+$820K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$498K |
| 3 |
CP
Castleview Partners
Dallas,
Texas
|
+$473K |
| 4 |
AI
Auour Investments
Woburn,
Massachusetts
|
+$331K |
| 5 |
JP Morgan Chase
New York
|
+$5.34K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$70.1K |
| 2 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
-$64K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$33.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CP
1
Castleview Partners
Dallas,
Texas
| $7.7M | +$473K | +17,688 | +6% |
|
|
AI
2
Auour Investments
Woburn,
Massachusetts
| $3.03M | +$331K | +12,397 | +12% |
|
|
CFA
3
Camarda Financial Advisors
Fleming Island,
Florida
| $1.7M | -$64K | -2,396 | -4% |
|
|
BWM
4
BlackDiamond Wealth Management
New York
| $804K | +$820K | +30,678 | New |
|
|
5
Citadel Advisors
Miami,
Florida
| $492K | +$498K | +18,638 | New |
|
|
6
Jane Street
New York
| $342K | -$70.1K | -2,625 | -17% |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $291K | -$33.2K | -1,243 | -10% |
|
|
8
JP Morgan Chase
New York
| $5.28K | +$5.34K | +200 | New |
|
9
UBS Group
Zurich,
Switzerland
| $4.12K | +$4.17K | +156 | New |
|
MBSX Hedge Fund Activity: Q4 2025 in Review
9 of the 8,238 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.