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Saba Closed-End Funds ETF
CEFS

Overview Fund Activity

68 hedge funds and large institutions have $87.2M invested in Saba Closed-End Funds ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-3
Holders Change %
-4.23%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
29
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NEPWA
New England Private Wealth Advisors
Massachusetts
+$3.07M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
+$2.55M
3
AF
Advisornet Financial
Minnesota
+$2.44M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2M
5
PCMF
Private Capital Management (Florida)
Florida
+$1.77M

Top Sellers

1
CM
Columbus Macro
Pennsylvania
-$1.21M
2
3AM
3EDGE Asset Management
Florida
-$850K
3
FWM
Fortress Wealth Management
California
-$759K
4
GC
Grimes & Company
Massachusetts
-$648K
5
TI
Tidal Investments
Wisconsin
-$540K
Name Holding Trade Value Shares
Change 		Shares
Change %
HH
51
Hilltop Holdings
Texas
$201K – – –
ACM
52
Anfield Capital Management
California
$116K +$31K +1,454 +37%
Morgan Stanley
53
Morgan Stanley
New York
$95.6K -$43 -2 -0%
NS
54
NBC Securities
Alabama
$86K +$85.9K +4,045 +101,125%
FFWM
55
Future Financial Wealth Management
Ohio
$68.3K +$5.33K +250 +8%
QC
56
Quent Capital
New York
$60.8K +$60.8K +2,850 New
SPIA
57
Steward Partners Investment Advisory
New York
$59.9K – – –
HCP
58
Hexagon Capital Partners
Arkansas
$51.2K – – –
FFA
59
Farther Finance Advisors
California
$49.7K +$2.16K +101 +5%
HI
60
Harbour Investments
Wisconsin
$32K – – –
CIBC Private Wealth Group
61
CIBC Private Wealth Group
Georgia
$19.5K – – –
AssetMark Inc
62
AssetMark Inc
California
$15K – – –
FHA
63
First Horizon Advisors
Tennessee
$12.9K -$384 -18 -3%
CSPIA
64
Cary Street Partners Investment Advisory
Virginia
$9.81K – – –
AWM
65
AE Wealth Management
Kansas
$4.91K +$4.91K +230 New
WC
66
Winmill & Co
New York
$2.13K – – –
UBS Group
67
UBS Group
Switzerland
$85 -$2.34K -110 -96%
Wells Fargo
68
Wells Fargo
California
$14 – – –
GC
69
Grimes & Company
Massachusetts
– -$648K -30,273 Closed
TI
70
Tidal Investments
Wisconsin
– -$540K -25,212 Closed
JWCA
71
J.W. Cole Advisors
Florida
– -$479K -22,346 Closed
HighTower Advisors
72
HighTower Advisors
Illinois
– -$317K -14,791 Closed
BCA
73
Bay Colony Advisors
Massachusetts
– -$308K -14,400 Closed
CPRC
74
Consolidated Portfolio Review Corp
New York
– -$247K -11,554 Closed
Bank of America
75
Bank of America
North Carolina
– -$11.1K -518 Closed
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