Regan Fixed Rate MBS ETF
MBSX
6 hedge funds and large institutions have $15.6M invested in Regan Fixed Rate MBS ETF in 2026 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 3 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less capital invested
Capital invested by funds: $15.6M → $15.6M (-$53.5K)
4.72% less ownership
Funds ownership: 92.57% → 87.85% (-4.7%)
25% less funds holding
Funds holding: 8 → 6 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$922K |
| 2 |
CP
Castleview Partners
Dallas,
Texas
|
+$815K |
| 3 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
+$70.7K |
| 4 |
DG
Diesslin Group
Fort Worth,
Texas
|
+$49.5K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$47.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWM
BlackDiamond Wealth Management
New York
|
-$892K |
| 2 |
Jane Street
New York
|
-$327K |
| 3 |
AI
Auour Investments
Woburn,
Massachusetts
|
-$324K |
| 4 |
JP Morgan Chase
New York
|
-$5.32K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CP
1
Castleview Partners
Dallas,
Texas
| $9.02M | +$815K | +30,467 | +10% |
|
|
AI
2
Auour Investments
Woburn,
Massachusetts
| $2.97M | -$324K | -12,109 | -10% |
|
|
CFA
3
Camarda Financial Advisors
Fleming Island,
Florida
| $1.9M | +$70.7K | +2,643 | +4% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $941K | +$922K | +34,456 | New |
|
|
5
Citadel Advisors
Miami,
Florida
| $468K | +$47.5K | +1,776 | +12% |
|
|
DG
6
Diesslin Group
Fort Worth,
Texas
| $298K | +$49.5K | +1,849 | +20% |
|
|
BWM
7
BlackDiamond Wealth Management
New York
| – | -$892K | -31,659 | Closed |
|
|
8
Jane Street
New York
| – | -$327K | -11,599 | Closed |
|
|
9
JP Morgan Chase
New York
| – | -$5.32K | -200 | Closed |
|
MBSX Hedge Fund Activity: Q2 2026 in Review
6 of the 8,269 institutional investors tracked by Wall St. Rank reported a position in Regan Fixed Rate MBS ETF (MBSX) for Q2 2026, worth a combined $15.6M — down 0.34% from $15.6M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of MBSX and 1 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 4 added.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $922K. The largest seller was BlackDiamond Wealth Management, exiting entirely with an estimated $892K sold.
- 6 institutional investors held Regan Fixed Rate MBS ETF (MBSX) as of Q2 2026, down from 8 in Q1 2026.
- Funds reported $15.6M of Regan Fixed Rate MBS ETF stock for Q2 2026, down 0.34% quarter-over-quarter.
- 1 fund opened new Regan Fixed Rate MBS ETF positions in Q2 2026 and 3 closed out, a net change of -2 holders.
- The largest Regan Fixed Rate MBS ETF buyer in Q2 2026 was Susquehanna International Group, an estimated $922K added.
- The largest Regan Fixed Rate MBS ETF seller in Q2 2026 was BlackDiamond Wealth Management, an estimated $892K sold.
Based on aggregated 13F filings for Q2 2026.