Regan Fixed Rate MBS ETF
MBSX
8 hedge funds and large institutions have $15.6M invested in Regan Fixed Rate MBS ETF in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
9% more capital invested
Capital invested by funds: $14.4M → $15.6M (+$1.27M)
1.79% more ownership
Funds ownership: 90.77% → 92.57% (+1.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
11% less funds holding
Funds holding: 9 → 8 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DG
Diesslin Group
Fort Worth,
Texas
|
+$243K |
| 2 |
CP
Castleview Partners
Dallas,
Texas
|
+$212K |
| 3 |
AI
Auour Investments
Woburn,
Massachusetts
|
+$166K |
| 4 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
+$63.6K |
| 5 |
BWM
BlackDiamond Wealth Management
New York
|
+$26.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$291K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$87.4K |
| 3 |
Jane Street
New York
|
-$36.1K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$4.12K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CP
1
Castleview Partners
Dallas,
Texas
| $8.44M | +$212K | +7,911 | +3% |
|
|
AI
2
Auour Investments
Woburn,
Massachusetts
| $3.41M | +$166K | +6,198 | +5% |
|
|
CFA
3
Camarda Financial Advisors
Fleming Island,
Florida
| $1.88M | +$63.6K | +2,372 | +4% |
|
|
BWM
4
BlackDiamond Wealth Management
New York
| $892K | +$26.3K | +981 | +3% |
|
|
5
Citadel Advisors
Miami,
Florida
| $433K | -$87.4K | -3,262 | -18% |
|
|
6
Jane Street
New York
| $327K | -$36.1K | -1,346 | -10% |
|
|
DG
7
Diesslin Group
Fort Worth,
Texas
| $256K | +$243K | +9,078 | New |
|
8
JP Morgan Chase
New York
| $5.32K | – | – | – |
|
|
9
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$291K | -11,008 | Closed |
|
|
10
UBS Group
Zurich,
Switzerland
| – | -$4.12K | -156 | Closed |
|
MBSX Hedge Fund Activity: Q1 2026 in Review
8 of the 8,150 institutional investors tracked by Wall St. Rank reported a position in Regan Fixed Rate MBS ETF (MBSX) for Q1 2026, worth a combined $15.6M — up 8.9% from $14.4M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of MBSX and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 4 added.
The largest buyer was Diesslin Group, opening a new position worth an estimated $243K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $291K sold.
- 8 institutional investors held Regan Fixed Rate MBS ETF (MBSX) as of Q1 2026, down from 9 in Q4 2025.
- Funds reported $15.6M of Regan Fixed Rate MBS ETF stock for Q1 2026, up 8.9% quarter-over-quarter.
- 1 fund opened new Regan Fixed Rate MBS ETF positions in Q1 2026 and 2 closed out, a net change of -1 holder.
- The largest Regan Fixed Rate MBS ETF buyer in Q1 2026 was Diesslin Group, an estimated $243K added.
- The largest Regan Fixed Rate MBS ETF seller in Q1 2026 was Susquehanna International Group, an estimated $291K sold.
Based on aggregated 13F filings for Q1 2026.