CEFS icon

Saba Closed-End Funds ETF
CEFS

Overview Fund Activity

68 hedge funds and large institutions have $87.2M invested in Saba Closed-End Funds ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-3
Holders Change %
-4.23%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
29
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NEPWA
New England Private Wealth Advisors
Massachusetts
+$3.07M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
+$2.55M
3
AF
Advisornet Financial
Minnesota
+$2.44M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2M
5
PCMF
Private Capital Management (Florida)
Florida
+$1.77M

Top Sellers

1
CM
Columbus Macro
Pennsylvania
-$1.21M
2
3AM
3EDGE Asset Management
Florida
-$850K
3
FWM
Fortress Wealth Management
California
-$759K
4
GC
Grimes & Company
Massachusetts
-$648K
5
TI
Tidal Investments
Wisconsin
-$540K
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
26
IHT Wealth Management
Illinois
$986K -$137K -6,436 -12%
AWM
27
Avior Wealth Management
Nebraska
$945K +$88.6K +4,155 +10%
LWM
28
Lionsbridge Wealth Management
Florida
$843K -$109K -5,094 -11%
TCM
29
Triumph Capital Management
Colorado
$833K +$54.3K +2,545 +7%
Citadel Advisors
30
Citadel Advisors
Florida
$800K -$60.6K -2,842 -7%
AWA
31
Arete Wealth Advisors
Illinois
$797K -$2.6K -122 -0.3%
PS
32
Principal Securities
Iowa
$689K – – –
CSP
33
Cary Street Partners
Virginia
$686K -$78.9K -3,697 -10%
AWA
34
Amplius Wealth Advisors
Pennsylvania
$559K +$19.2K +902 +4%
ACM
35
Adalta Capital Management
New York
$557K – – –
NA
36
NewEdge Advisors
Louisiana
$540K +$42.6K +1,999 +9%
CL
37
CSS LLC
Illinois
$526K +$86.9K +4,076 +20%
OPWM
38
Oregon Pacific Wealth Management
Oregon
$494K +$20.5K +959 +4%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$469K -$140K -6,568 -23%
UIM
40
Unified Investment Management
Georgia
$439K -$6.4K -300 -1%
CWM
41
Circle Wealth Management
New Jersey
$421K – – –
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$342K +$42.5K +1,991 +14%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$318K -$94.1K -4,411 -23%
GIA
44
Gladstone Institutional Advisory
Florida
$311K +$2.86K +134 +0.9%
Stifel Financial
45
Stifel Financial
Missouri
$309K +$65.6K +3,077 +27%
TW
46
Towerpoint Wealth
California
$292K – – –
AWS
47
Atria Wealth Solutions
New York
$266K -$2.11K -99 -0.8%
SG
48
StoneX Group
New York
$252K +$252K +11,812 New
HF
49
HRT Financial
New York
$233K +$233K +10,931 New
TSW
50
Thompson Siegel & Walmsley
Virginia
$213K – – –
1
2
3 4