CEFS icon

Saba Closed-End Funds ETF
CEFS

Overview Fund Activity

67 hedge funds and large institutions have $72.1M invested in Saba Closed-End Funds ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
67
Holders Change
+6
Holders Change %
+9.84%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
32
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VWA
1
Visionary Wealth Advisors
Illinois
$904K
2
TCM
2
Triumph Capital Management
Colorado
$822K
3
LPL Financial
3
LPL Financial
California
$11.1M
4
FIA
4
Foundations Investment Advisors
Arizona
$4.84M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.12M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$1.23M
2
PCP
2
Proficio Capital Partners
Massachusetts
$2.3M
3
GIA
3
Gladstone Institutional Advisory
Florida
$322K
4
TI
4
Tidal Investments
Wisconsin
$1.9M
5
CPRC
5
Consolidated Portfolio Review Corp
New York
$268K
Name Market Value Shares Shares
Change 		Shares
Change %
HH
51
Hilltop Holdings
Texas
$205K 9,194 +9,194 New
CA
52
Calton & Associates
Florida
$201K 9,024 +9,024 New
Morgan Stanley
53
Morgan Stanley
New York
$162K 7,281 +51 +0.7%
Wells Fargo
54
Wells Fargo
California
$89K 4,000 +3,999 +399,900%
ACM
55
Anfield Capital Management
California
$88.4K 3,971 +950 +31%
NS
56
NBC Securities
Alabama
$85K 3,827 +1,470 +62%
SPIA
57
Steward Partners Investment Advisory
New York
$62.5K 2,807 – –
HCP
58
Hexagon Capital Partners
Arkansas
$53.4K 2,400 – –
FFWM
59
Future Financial Wealth Management
Ohio
$44.5K 2,000 +2,000 New
FFA
60
Farther Finance Advisors
California
$36.3K 1,630 +1,630 New
HI
61
Harbour Investments
Wisconsin
$33.4K 1,500 – –
CIBC Private Wealth Group
62
CIBC Private Wealth Group
Georgia
$22.7K 1,022 +22 +2%
FHA
63
First Horizon Advisors
Tennessee
$12.3K 555 +16 +3%
MSG
64
Main Street Group
Virginia
$6.68K 300 – –
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$4.9K 220 +220 New
WC
66
Winmill & Co
New York
$2.23K 100 – –
UBS Group
67
UBS Group
Switzerland
$89 4 – –
FFO
68
Fortitude Family Office
Arizona
– – -2,196 Closed
GWS
69
Glassman Wealth Services
Virginia
– – -300 Closed
Bank of America
70
Bank of America
North Carolina
– – -85 Closed
CFGS
71
Concourse Financial Group Securities
Alabama
– – – –
1 2
3