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Saba Closed-End Funds ETF
CEFS

75 hedge funds and large institutions have $112M invested in Saba Closed-End Funds ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 39 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 11

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

13% more capital invested

Capital invested by funds: $99.1M → $112M (+$13.1M)

1.25% more ownership

Funds ownership: 32.04% → 33.29% (+1.2%)

0% more funds holding

Funds holding: 75 → 75 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
75
Holders Change
–
Holders Change %
0%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
39
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.96M
2
AF
Advisornet Financial
Minnesota
+$1.37M
3
NEPWA
New England Private Wealth Advisors
Massachusetts
+$975K
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$834K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$731K

Top Sellers

1
TI
Tidal Investments
Wisconsin
-$481K
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$250K
3
Citadel Advisors
Citadel Advisors
Florida
-$114K
4
Osaic Holdings
Osaic Holdings
Arizona
-$66.5K
5
CM
Columbus Macro
Pennsylvania
-$48.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
26
IHT Wealth Management
Illinois
$1.03M -$7.22K -321 -0.7%
SSWM
27
Sheets Smith Wealth Management
North Carolina
$1.03M +$134K +5,960 +15%
TCM
28
Triumph Capital Management
Colorado
$1.01M +$65.2K +2,896 +7%
AWM
29
Avior Wealth Management
Nebraska
$953K – – –
TA
30
Tactive Advisors
Florida
$835K +$34.8K +1,547 +4%
PS
31
Principal Securities
Iowa
$809K +$32.1K +1,428 +4%
NA
32
NewEdge Advisors
Louisiana
$745K +$92.5K +4,108 +14%
NWM
33
Napa Wealth Management
California
$694K +$1.46K +65 +0.2%
CSP
34
Cary Street Partners
Virginia
$658K +$21.1K +938 +3%
AWA
35
Amplius Wealth Advisors
Pennsylvania
$616K +$7.54K +335 +1%
ACM
36
Adalta Capital Management
New York
$595K – – –
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$582K +$187K +8,322 +48%
CL
38
CSS LLC
Illinois
$562K – – –
NFSG
39
Newbridge Financial Services Group
Florida
$548K +$290K +12,871 +115%
AO
40
Advisor OS
Illinois
$530K +$57.4K +2,550 +12%
SG
41
StoneX Group
New York
$523K +$105K +4,650 +25%
OPWM
42
Oregon Pacific Wealth Management
Oregon
$498K -$9.25K -411 -2%
JWCA
43
J.W. Cole Advisors
Florida
$478K -$21.9K -973 -4%
UIM
44
Unified Investment Management
Georgia
$468K – – –
Stifel Financial
45
Stifel Financial
Missouri
$371K +$15.3K +680 +4%
AA
46
Armis Advisers
Georgia
$371K +$366K +16,281 New
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$343K +$37.2K +1,654 +12%
GIA
48
Gladstone Institutional Advisory
Florida
$319K -$2.05K -91 -0.6%
CFG
49
Certior Financial Group
Pennsylvania
$318K +$315K +13,984 New
TW
50
Towerpoint Wealth
California
$312K – – –
1
2
3 4

CEFS Hedge Fund Activity: Q3 2025 in Review

75 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Saba Closed-End Funds ETF (CEFS) for Q3 2025, worth a combined $112M — up 13% from $99.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CEFS positions and 4 closed out — a net gain of 2 holders — while 39 added to existing stakes and 11 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $1.96M. The largest seller was Tidal Investments, exiting entirely with an estimated $481K sold.

  • 75 institutional investors held Saba Closed-End Funds ETF (CEFS) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $112M of Saba Closed-End Funds ETF stock for Q3 2025, up 13% quarter-over-quarter.
  • 6 funds opened new Saba Closed-End Funds ETF positions in Q3 2025 and 4 closed out, a net change of +2 holders.
  • The largest Saba Closed-End Funds ETF buyer in Q3 2025 was Royal Bank of Canada, an estimated $1.96M added.
  • The largest Saba Closed-End Funds ETF seller in Q3 2025 was Tidal Investments, an estimated $481K sold.

Based on aggregated 13F filings for Q3 2025.