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Saba Closed-End Funds ETF
CEFS

Overview Fund Activity

74 hedge funds and large institutions have $97.8M invested in Saba Closed-End Funds ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
74
Holders Change
+6
Holders Change %
+8.82%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
29
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$5.86M
2
NEPWA
2
New England Private Wealth Advisors
Massachusetts
$7.05M
3
CM
3
Columbus Macro
Pennsylvania
$4.41M
4
XF
4
XML Financial
Maryland
$2.78M
5
SSWM
5
Sheets Smith Wealth Management
North Carolina
$877K

Top Sellers

1
TJHA
1
Thomas J. Herzfeld Advisors
Florida
$1.95M
2
LWM
2
Lionsbridge Wealth Management
Florida
$0
3
FIA
3
Foundations Investment Advisors
Arizona
$5.24M
4
AWA
4
Arete Wealth Advisors
Illinois
$0
5
NWM
5
Napa Wealth Management
California
$677K
Name Market Value Shares Shares
Change 		Shares
Change %
NFSG
51
Newbridge Financial Services Group
Florida
$249K 11,195 +11,195 New
HH
52
Hilltop Holdings
Texas
$246K 11,074 +1,634 +17%
PAG
53
Private Advisor Group
New Jersey
$230K 10,340 +10,340 New
TSW
54
Thompson Siegel & Walmsley
Virginia
$222K 10,000 – –
CA
55
Calton & Associates
Florida
$208K 9,345 +9,345 New
ACM
56
Anfield Capital Management
California
$125K 5,623 +198 +4%
NS
57
NBC Securities
Alabama
$101K 4,584 +535 +13%
Morgan Stanley
58
Morgan Stanley
New York
$99.7K 4,485 +1 +0%
FFWM
59
Future Financial Wealth Management
Ohio
$71.2K 3,200 – –
BCM
60
Boreal Capital Management
Florida
$68.4K 3,075 +3,075 New
SPIA
61
Steward Partners Investment Advisory
New York
$62.4K 2,807 – –
AF
62
Allworth Financial
California
$62.3K 2,800 +2,800 New
FFA
63
Farther Finance Advisors
California
$62.1K 2,792 +471 +20%
HI
64
Harbour Investments
Wisconsin
$33.4K 1,500 – –
AssetMark Inc
65
AssetMark Inc
California
$15.6K 703 – –
AAS
66
Ameritas Advisory Services
Nebraska
$13.9K 623 +623 New
FHA
67
First Horizon Advisors
Tennessee
$11.8K 532 -75 -12%
CSPIA
68
Cary Street Partners Investment Advisory
Virginia
$10.2K 460 – –
PA
69
Parallel Advisors
California
$7.07K 318 +318 New
AWM
70
AE Wealth Management
Kansas
$5.12K 230 – –
WC
71
Winmill & Co
New York
$2.22K 100 – –
MCM
72
MAI Capital Management
Ohio
$445 20 +20 New
UBS Group
73
UBS Group
Switzerland
$89 4 – –
Wells Fargo
74
Wells Fargo
California
$26 1 – –
LWM
75
Lionsbridge Wealth Management
Florida
– – -39,526 Closed
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3
4