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Saba Closed-End Funds ETF
CEFS

Overview Fund Activity

53 hedge funds and large institutions have $54.1M invested in Saba Closed-End Funds ETF in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
53
Holders Change
+11
Holders Change %
+26.19%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
14
Increased
23
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWM
1
Fortress Wealth Management
California
$5.83M
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$2.96M
3
LPL Financial
3
LPL Financial
California
$7.91M
4
PCP
4
Proficio Capital Partners
Massachusetts
$3.62M
5
Morgan Stanley
5
Morgan Stanley
New York
$2M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$2.56M
2
CAM
2
Cresset Asset Management
Illinois
$0
3
TI
3
Tidal Investments
Wisconsin
$2.36M
4
NA
4
NewEdge Advisors
Louisiana
$318K
5
GIA
5
Gladstone Institutional Advisory
Florida
$584K
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
51
Geneos Wealth Management
Colorado
$740 39 +39 New
UBS Group
52
UBS Group
Switzerland
$76 4 -362 -99%
Wells Fargo
53
Wells Fargo
California
$16 1 – –
CAM
54
Cresset Asset Management
Illinois
– – -26,205 Closed
RFA
55
Register Financial Advisors
Georgia
– – -260 Closed
Fidelity Investments
56
Fidelity Investments
Massachusetts
– – -1 Closed
CFGS
57
Concourse Financial Group Securities
Alabama
– – – –
1 2
3