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Saba Closed-End Funds ETF
CEFS

Overview Fund Activity

53 hedge funds and large institutions have $54.1M invested in Saba Closed-End Funds ETF in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
53
Holders Change
+11
Holders Change %
+26.19%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
14
Increased
23
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWM
1
Fortress Wealth Management
California
$5.83M
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$2.96M
3
LPL Financial
3
LPL Financial
California
$7.91M
4
PCP
4
Proficio Capital Partners
Massachusetts
$3.62M
5
Morgan Stanley
5
Morgan Stanley
New York
$2M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$2.56M
2
CAM
2
Cresset Asset Management
Illinois
$0
3
TI
3
Tidal Investments
Wisconsin
$2.36M
4
NA
4
NewEdge Advisors
Louisiana
$318K
5
GIA
5
Gladstone Institutional Advisory
Florida
$584K
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
26
Adalta Capital Management
New York
$486K 25,635 -2,000 -7%
CAN
27
Cetera Advisor Networks
California
$467K 24,625 +5,018 +26%
AWA
28
Amplius Wealth Advisors
Pennsylvania
$454K 23,949 +630 +3%
AWS
29
Atria Wealth Solutions
New York
$448K 23,622 -2,274 -9%
PS
30
Principal Securities
Iowa
$447K 23,570 +23,570 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$406K 21,420 +787 +4%
CL
32
CSS LLC
Illinois
$391K 20,598 – –
CWM
33
Circle Wealth Management
New Jersey
$375K 19,748 – –
HighTower Advisors
34
HighTower Advisors
Illinois
$335K 17,661 +17,661 New
NA
35
NewEdge Advisors
Louisiana
$318K 16,667 -8,697 -34%
Lido Advisors
36
Lido Advisors
California
$258K 13,615 +13,615 New
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$230K 12,105 +852 +8%
XF
38
XML Financial
Maryland
$229K 12,063 +317 +3%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$213K 11,244 -3,782 -25%
FM
40
Family Management
New York
$203K 10,722 +10,722 New
TSW
41
Thompson Siegel & Walmsley
Virginia
$190K 10,000 +5,000 +100%
ASN
42
Advisory Services Network
Georgia
$117K 6,156 +6,156 New
FFO
43
Fortitude Family Office
Arizona
$58.7K 3,096 +3,096 New
SPIA
44
Steward Partners Investment Advisory
New York
$53.2K 2,807 +530 +23%
HCP
45
Hexagon Capital Partners
Arkansas
$45.5K 2,400 – –
Comerica Bank
46
Comerica Bank
Texas
$41.3K 2,177 – –
NS
47
NBC Securities
Alabama
$29K 1,571 +1,571 New
HI
48
Harbour Investments
Wisconsin
$28.5K 1,500 – –
FHA
49
First Horizon Advisors
Tennessee
$10.8K 570 +570 New
MSG
50
Main Street Group
Virginia
$5.69K 300 +300 New
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2
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