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Saba Closed-End Funds ETF
CEFS

Overview Fund Activity

74 hedge funds and large institutions have $97.8M invested in Saba Closed-End Funds ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
74
Holders Change
+6
Holders Change %
+8.82%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
29
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$5.86M
2
NEPWA
2
New England Private Wealth Advisors
Massachusetts
$7.05M
3
CM
3
Columbus Macro
Pennsylvania
$4.41M
4
XF
4
XML Financial
Maryland
$2.78M
5
SSWM
5
Sheets Smith Wealth Management
North Carolina
$877K

Top Sellers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$1.95M
2
LWM
2
Lionsbridge Wealth Management
Florida
$0
3
FIA
3
Foundations Investment Advisors
Arizona
$5.24M
4
AWA
4
Arete Wealth Advisors
Illinois
$0
5
NWM
5
Napa Wealth Management
California
$677K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$9.49M 426,683 +12,164 +3%
FWM
2
Fortress Wealth Management
California
$7.81M 351,295 +15,405 +5%
NEPWA
3
New England Private Wealth Advisors
Massachusetts
$7.05M 315,013 +60,495 +24%
Raymond James Financial
4
Raymond James Financial
Florida
$5.86M 263,270 +86,527 +49%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.33M 239,566 +24,049 +11%
FIA
6
Foundations Investment Advisors
Arizona
$5.24M 235,419 -37,374 -14%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$4.46M 200,422 +14,774 +8%
CM
8
Columbus Macro
Pennsylvania
$4.41M 9,609 +2,652 +38%
PCMF
9
Private Capital Management (Florida)
Florida
$3.52M 158,063 +35,344 +29%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.48M 156,644 +32,463 +26%
AF
11
Advisornet Financial
Minnesota
$2.96M 133,084 +18,513 +16%
XF
12
XML Financial
Maryland
$2.78M 125,102 +44,240 +55%
OC
13
Oppenheimer & Co
New York
$1.99M 89,603 +7,651 +9%
TJHA
14
Thomas J. Herzfeld Advisors
Florida
$1.95M 87,700 -48,266 -35%
SC
15
Scotia Capital
Ontario, Canada
$1.92M 86,156 +13,266 +18%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.88M 87,588 -5,924 -6%
VWA
17
Visionary Wealth Advisors
Illinois
$1.68M 75,401 +5,299 +8%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$1.67M 74,177 +5,449 +8%
PCP
19
Proficio Capital Partners
Massachusetts
$1.58M 70,976 -16,680 -19%
FM
20
Family Management
New York
$1.48M 66,373 -7,087 -10%
RC
21
Rovin Capital
Arizona
$1.33M 59,912 +970 +2%
3AM
22
3EDGE Asset Management
Florida
$1.18M 53,068 +1,805 +4%
CPIG
23
Chicago Partners Investment Group
Illinois
$1.17M 52,216 -1,801 -3%
Lido Advisors
24
Lido Advisors
California
$1.17M 52,765 – –
IWM
25
IHT Wealth Management
Illinois
$1.02M 45,743 -496 -1%
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