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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 %
AWM
26
Avior Wealth Management
Nebraska
$931K 41,859 -2,461 -6%
TCM
27
Triumph Capital Management
Colorado
$920K 41,352 +2,306 +6%
SSWM
28
Sheets Smith Wealth Management
North Carolina
$877K 39,430 +39,430 New
TA
29
Tactive Advisors
Florida
$781K 35,112 +35,112 New
PS
30
Principal Securities
Iowa
$758K 34,101 +1,915 +6%
NWM
31
Napa Wealth Management
California
$677K 30,420 -22,964 -43%
NA
32
NewEdge Advisors
Louisiana
$636K 28,592 +3,286 +13%
CSP
33
Cary Street Partners
Virginia
$622K 27,946 -4,226 -13%
AWA
34
Amplius Wealth Advisors
Pennsylvania
$594K 26,714 +512 +2%
ACM
35
Adalta Capital Management
New York
$581K 26,135 – –
CL
36
CSS LLC
Illinois
$549K 24,674 – –
OPWM
37
Oregon Pacific Wealth Management
Oregon
$496K 22,280 -882 -4%
JWCA
38
J.W. Cole Advisors
Florida
$489K 21,978 +21,978 New
TI
39
Tidal Investments
Wisconsin
$481K 21,625 +21,625 New
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$466K 20,931 -1,069 -5%
AO
41
Advisor OS
Illinois
$461K 20,728 +20,728 New
UIM
42
Unified Investment Management
Georgia
$458K 20,572 – –
SG
43
StoneX Group
New York
$407K 18,315 +6,503 +55%
Citadel Advisors
44
Citadel Advisors
Florida
$407K 18,290 -19,228 -51%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$383K 17,226 +1,198 +7%
Stifel Financial
46
Stifel Financial
Missouri
$347K 15,611 +1,123 +8%
GIA
47
Gladstone Institutional Advisory
Florida
$314K 14,103 -483 -3%
TW
48
Towerpoint Wealth
California
$304K 13,690 – –
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$298K 13,414 -1,485 -10%
AWS
50
Atria Wealth Solutions
New York
$271K 12,200 -287 -2%
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