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Saba Closed-End Funds ETF
CEFS

Overview Fund Activity

67 hedge funds and large institutions have $72.1M invested in Saba Closed-End Funds ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
67
Holders Change
+6
Holders Change %
+9.84%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
32
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VWA
1
Visionary Wealth Advisors
Illinois
$904K
2
TCM
2
Triumph Capital Management
Colorado
$822K
3
LPL Financial
3
LPL Financial
California
$11.1M
4
FIA
4
Foundations Investment Advisors
Arizona
$4.84M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.12M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$1.23M
2
PCP
2
Proficio Capital Partners
Massachusetts
$2.3M
3
GIA
3
Gladstone Institutional Advisory
Florida
$322K
4
TI
4
Tidal Investments
Wisconsin
$1.9M
5
CPRC
5
Consolidated Portfolio Review Corp
New York
$268K
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
26
Avior Wealth Management
Nebraska
$800K 35,974 -33 -0.1%
XF
27
XML Financial
Maryland
$713K 32,026 +14,141 +79%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$701K 31,510 +11,134 +55%
Citadel Advisors
29
Citadel Advisors
Florida
$690K 31,021 +6,353 +26%
PS
30
Principal Securities
Iowa
$681K 30,611 +3,500 +13%
CSPIA
31
Cary Street Partners Investment Advisory
Virginia
$648K 29,108 +5,741 +25%
KAS
32
Kestra Advisory Services
Texas
$626K 28,137 +374 +1%
ACM
33
Adalta Capital Management
New York
$582K 26,135 – –
AWA
34
Amplius Wealth Advisors
Pennsylvania
$556K 24,984 +478 +2%
JWCA
35
J.W. Cole Advisors
Florida
$545K 24,498 +10,417 +74%
GC
36
Grimes & Company
Massachusetts
$528K 23,723 +2,981 +14%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$520K 23,349 +4,522 +24%
NA
38
NewEdge Advisors
Louisiana
$515K 23,137 +4,265 +23%
CL
39
CSS LLC
Illinois
$458K 20,598 – –
CWM
40
Circle Wealth Management
New Jersey
$439K 19,748 – –
TJHA
41
Thomas J. Herzfeld Advisors
Florida
$403K 18,106 -295 -2%
HighTower Advisors
42
HighTower Advisors
Illinois
$379K 17,111 -900 -5%
NEPWA
43
New England Private Wealth Advisors
Massachusetts
$333K 14,982 +14,982 New
GIA
44
Gladstone Institutional Advisory
Florida
$322K 14,463 -5,475 -27%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$308K 13,844 +1,171 +9%
TW
46
Towerpoint Wealth
California
$305K 13,690 – –
AWS
47
Atria Wealth Solutions
New York
$286K 12,874 -750 -6%
CPRC
48
Consolidated Portfolio Review Corp
New York
$268K 12,029 -2,746 -19%
Stifel Financial
49
Stifel Financial
Missouri
$225K 10,127 +10,127 New
TSW
50
Thompson Siegel & Walmsley
Virginia
$222K 10,000 – –
1
2
3