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Saba Closed-End Funds ETF
CEFS

Overview Fund Activity

71 hedge funds and large institutions have $77.1M invested in Saba Closed-End Funds ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 4 closing their positions.

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
27
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CM
1
Columbus Macro
Pennsylvania
$3.52M
2
Raymond James Financial
2
Raymond James Financial
Florida
$3.21M
3
NEPWA
3
New England Private Wealth Advisors
Massachusetts
$2.37M
4
FIA
4
Foundations Investment Advisors
Arizona
$5.75M
5
PCMF
5
Private Capital Management (Florida)
Florida
$849K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$9.21M
2
TI
2
Tidal Investments
Wisconsin
$540K
3
RCM
3
Rivernorth Capital Management
Florida
$0
4
KAS
4
Kestra Advisory Services
Texas
$0
5
CSPIA
5
Cary Street Partners Investment Advisory
Virginia
$9.85K
Name Market Value Shares Shares
Change 		Shares
Change %
PCMF
26
Private Capital Management (Florida)
Florida
$849K 39,637 +39,637 New
AWA
27
Arete Wealth Advisors
Illinois
$802K 37,487 -513 -1%
TCM
28
Triumph Capital Management
Colorado
$782K 36,501 -430 -1%
CSP
29
Cary Street Partners
Virginia
$768K 35,869 +35,869 New
PS
30
Principal Securities
Iowa
$689K 32,186 +1,575 +5%
GC
31
Grimes & Company
Massachusetts
$648K 30,273 +6,550 +28%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$648K 30,251 -1,259 -4%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$612K 28,568 +28,568 New
ACM
34
Adalta Capital Management
New York
$560K 26,135 – –
AWA
35
Amplius Wealth Advisors
Pennsylvania
$542K 25,300 +316 +1%
TI
36
Tidal Investments
Wisconsin
$540K 25,212 -60,219 -70%
NA
37
NewEdge Advisors
Louisiana
$499K 23,307 +170 +0.7%
JWCA
38
J.W. Cole Advisors
Florida
$479K 22,346 -2,152 -9%
OPWM
39
Oregon Pacific Wealth Management
Oregon
$476K 22,203 +22,203 New
UIM
40
Unified Investment Management
Georgia
$447K 20,872 +20,872 New
CL
41
CSS LLC
Illinois
$441K 20,598 – –
CWM
42
Circle Wealth Management
New Jersey
$423K 19,748 – –
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$414K 19,310 -4,039 -17%
TJHA
44
Thomas J. Herzfeld Advisors
Florida
$352K 16,448 -1,658 -9%
HighTower Advisors
45
HighTower Advisors
Illinois
$317K 14,791 -2,320 -14%
GIA
46
Gladstone Institutional Advisory
Florida
$310K 14,452 -11 -0.1%
BCA
47
Bay Colony Advisors
Massachusetts
$308K 14,400 +14,400 New
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$301K 14,037 +193 +1%
TW
49
Towerpoint Wealth
California
$293K 13,690 – –
AWS
50
Atria Wealth Solutions
New York
$270K 12,586 -288 -2%
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