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Saba Closed-End Funds ETF
CEFS

Overview Fund Activity

36 hedge funds and large institutions have $30.4M invested in Saba Closed-End Funds ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 6 closing their positions.

Holders
36
Holders Change
+2
Holders Change %
+5.88%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
13
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$3.2M
2
CPRC
2
Consolidated Portfolio Review Corp
New York
$866K
3
CPIG
3
Chicago Partners Investment Group
Illinois
$628K
4
RJA
4
Raymond James & Associates
Florida
$413K
5
AWS
5
Atria Wealth Solutions
New York
$314K

Top Sellers

1
TI
1
Tidal Investments
Wisconsin
$4.13M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$0
3
GIA
3
Gladstone Institutional Advisory
Florida
$846K
4
VCM
4
Vivaldi Capital Management
Illinois
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.75M
Name Market Value Shares Shares
Change 		Shares
Change %
AWS
26
Atria Wealth Solutions
New York
$314K 17,186 +17,186 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$257K 14,052 +1,975 +16%
AIP
28
Ahrens Investment Partners
Louisiana
$143K 7,831 -8,819 -53%
UBS Group
29
UBS Group
Switzerland
$81.6K 4,470 +4,470 New
SPIA
30
Steward Partners Investment Advisory
New York
$65.6K 3,595 -522 -13%
Morgan Stanley
31
Morgan Stanley
New York
$51K 2,795 +2,795 New
HCP
32
Hexagon Capital Partners
Arkansas
$43.8K 2,400 – –
HI
33
Harbour Investments
Wisconsin
$27.4K 1,500 +1,500 New
RFA
34
Register Financial Advisors
Georgia
$4.75K 260 – –
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$247 13,554 +914 +7%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$110 6 +6 New
Wells Fargo
37
Wells Fargo
California
– – -1 Closed
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
– – -36,432 Closed
VCM
39
Vivaldi Capital Management
Illinois
– – -10,675 Closed
SC
40
Sierra Capital
Florida
– – -2,829 Closed
FWA
41
Freedom Wealth Alliance
Wisconsin
– – -330 Closed
Citigroup
42
Citigroup
New York
– – -3 Closed
CFGS
43
Concourse Financial Group Securities
Alabama
– – – –
1
2