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Saba Closed-End Funds ETF
CEFS

Overview Fund Activity

60 hedge funds and large institutions have $61.8M invested in Saba Closed-End Funds ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
60
Holders Change
+7
Holders Change %
+13.21%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
28
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cetera Advisors
Colorado
$1.37M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$3.98M
3
LPL Financial
3
LPL Financial
California
$9.6M
4
PI
4
PFG Investments
New York
$886K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.99M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$149K
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$1.26M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.27M
4
TI
4
Tidal Investments
Wisconsin
$2.21M
5
OC
5
Oppenheimer & Co
New York
$903K
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$731K 35,354 +8,243 +30%
CAN
27
Cetera Advisor Networks
California
$644K 31,158 +6,533 +27%
KAS
28
Kestra Advisory Services
Texas
$586K 28,341 -532 -2%
ACM
29
Adalta Capital Management
New York
$540K 26,135 +500 +2%
PS
30
Principal Securities
Iowa
$509K 24,609 +1,039 +4%
AWA
31
Amplius Wealth Advisors
Pennsylvania
$506K 24,461 +512 +2%
GIA
32
Gladstone Institutional Advisory
Florida
$491K 23,765 -7,002 -23%
AWS
33
Atria Wealth Solutions
New York
$437K 21,122 -2,500 -11%
CL
34
CSS LLC
Illinois
$426K 20,598 – –
CWM
35
Circle Wealth Management
New Jersey
$408K 19,748 – –
HighTower Advisors
36
HighTower Advisors
Illinois
$364K 17,631 -30 -0.2%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$349K 16,902 +4,797 +40%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$347K 16,798 -4,622 -22%
XF
39
XML Financial
Maryland
$332K 16,043 +3,980 +33%
NA
40
NewEdge Advisors
Louisiana
$327K 15,825 -842 -5%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$261K 12,630 +1,386 +12%
GM
42
GeoWealth Management
Illinois
$222K 10,749 +10,749 New
Citadel Advisors
43
Citadel Advisors
Florida
$215K 10,380 +10,380 New
TSW
44
Thompson Siegel & Walmsley
Virginia
$207K 10,000 – –
Verition Fund Management
45
Verition Fund Management
Connecticut
$207K 10,000 +10,000 New
JWCA
46
J.W. Cole Advisors
Florida
$204K 9,890 +9,890 New
Morgan Stanley
47
Morgan Stanley
New York
$149K 7,230 -97,974 -93%
SPIA
48
Steward Partners Investment Advisory
New York
$58K 2,807 – –
FFO
49
Fortitude Family Office
Arizona
$51.6K 2,495 -601 -19%
HCP
50
Hexagon Capital Partners
Arkansas
$49.6K 2,400 – –
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