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Saba Closed-End Funds ETF

72 hedge funds and large institutions have $78.2M invested in Saba Closed-End Funds ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

22% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 23

7% more capital invested

Capital invested by funds: $72.9M → $78.2M (+$5.33M)

6% more funds holding

Funds holding: 6872 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.29% less ownership

Funds ownership: 31.5%31.21% (-0.29%)

Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
28
Reduced
23
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
51
Atria Wealth Solutions
New York
$270K -$6.37K -288 -2%
CPRC
52
Consolidated Portfolio Review Corp
New York
$247K -$10.5K -475 -4%
Stifel Financial
53
Stifel Financial
Missouri
$244K +$28.4K +1,284 +13%
TSW
54
Thompson Siegel & Walmsley
Virginia
$214K
HH
55
Hilltop Holdings
Texas
$202K +$5.44K +246 +3%
Morgan Stanley
56
Morgan Stanley
New York
$96.1K -$61.8K -2,795 -38%
ACM
57
Anfield Capital Management
California
$85.1K
FFWM
58
Future Financial Wealth Management
Ohio
$63.2K +$21K +950 +48%
SPIA
59
Steward Partners Investment Advisory
New York
$60.1K
HCP
60
Hexagon Capital Partners
Arkansas
$51.4K
FFA
61
Farther Finance Advisors
California
$47.6K +$13.1K +590 +36%
HI
62
Harbour Investments
Wisconsin
$32.1K
CIBC Private Wealth Group
63
CIBC Private Wealth Group
Georgia
$21.6K -$487 -22 -2%
AssetMark Inc
64
AssetMark Inc
California
$15.1K +$15.6K +703 New
FHA
65
First Horizon Advisors
Tennessee
$13.4K +$1.55K +70 +13%
Bank of America
66
Bank of America
North Carolina
$11.1K +$11.5K +518 New
CSPIA
67
Cary Street Partners Investment Advisory
Virginia
$9.85K -$634K -28,648 -98%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$2.7K -$2.08K -94 -43%
UBS Group
69
UBS Group
Switzerland
$2.44K +$2.43K +110 +2,750%
WC
70
Winmill & Co
New York
$2.14K
NS
71
NBC Securities
Alabama
$86 -$84.6K -3,823 -100%
Wells Fargo
72
Wells Fargo
California
$17 -$88.5K -3,999 -100%
RCM
73
Rivernorth Capital Management
Florida
-$1.23M -55,200 Closed
KAS
74
Kestra Advisory Services
Texas
-$626K -28,137 Closed
CA
75
Calton & Associates
Florida
-$201K -9,024 Closed

CEFS Hedge Fund Activity: Q4 2024 in Review

72 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Saba Closed-End Funds ETF (CEFS) for Q4 2024, worth a combined $78.2M — up 7.3% from $72.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CEFS positions and 4 closed out — a net gain of 6 holders — while 28 added to existing stakes and 23 trimmed.

The largest buyer was New England Private Wealth Advisors, adding an estimated $2.12M. The largest seller was LPL Financial, cutting an estimated $1.52M.

  • 72 institutional investors held Saba Closed-End Funds ETF (CEFS) as of Q4 2024, up from 68 in Q3 2024.
  • Funds reported $78.2M of Saba Closed-End Funds ETF stock for Q4 2024, up 7.3% quarter-over-quarter.
  • 10 funds opened new Saba Closed-End Funds ETF positions in Q4 2024 and 4 closed out, a net change of +6 holders.
  • The largest Saba Closed-End Funds ETF buyer in Q4 2024 was New England Private Wealth Advisors, an estimated $2.12M added.
  • The largest Saba Closed-End Funds ETF seller in Q4 2024 was LPL Financial, an estimated $1.52M sold.

Based on aggregated 13F filings for Q4 2024.