CEFS icon

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 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
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
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
TJHA
Thomas J. Herzfeld Advisors
Florida
$1.95M
2
LWM
Lionsbridge Wealth Management
Florida
$0
3
FIA
Foundations Investment Advisors
Arizona
$5.24M
4
AWA
Arete Wealth Advisors
Illinois
$0
5
NWM
Napa Wealth Management
California
$677K
Name Holding Trade Value Shares
Change 		Shares
Change %
NFSG
51
Newbridge Financial Services Group
Florida
$249K +$249K +11,195 New
HH
52
Hilltop Holdings
Texas
$246K +$36.3K +1,634 +17%
PAG
53
Private Advisor Group
New Jersey
$230K +$230K +10,340 New
TSW
54
Thompson Siegel & Walmsley
Virginia
$222K – – –
CA
55
Calton & Associates
Florida
$208K +$208K +9,345 New
ACM
56
Anfield Capital Management
California
$125K +$4.4K +198 +4%
NS
57
NBC Securities
Alabama
$101K +$11.8K +535 +13%
Morgan Stanley
58
Morgan Stanley
New York
$99.7K +$22 +1 +0%
FFWM
59
Future Financial Wealth Management
Ohio
$71.2K – – –
BCM
60
Boreal Capital Management
Florida
$68.4K +$68.4K +3,075 New
SPIA
61
Steward Partners Investment Advisory
New York
$62.4K – – –
AF
62
Allworth Financial
California
$62.3K +$62.3K +2,800 New
FFA
63
Farther Finance Advisors
California
$62.1K +$10.5K +471 +20%
HI
64
Harbour Investments
Wisconsin
$33.4K – – –
AssetMark Inc
65
AssetMark Inc
California
$15.6K – – –
AAS
66
Ameritas Advisory Services
Nebraska
$13.9K +$13.9K +623 New
FHA
67
First Horizon Advisors
Tennessee
$11.8K -$1.67K -75 -12%
CSPIA
68
Cary Street Partners Investment Advisory
Virginia
$10.2K – – –
PA
69
Parallel Advisors
California
$7.07K +$7.07K +318 New
AWM
70
AE Wealth Management
Kansas
$5.12K – – –
WC
71
Winmill & Co
New York
$2.22K – – –
MCM
72
MAI Capital Management
Ohio
$445 +$445 +20 New
UBS Group
73
UBS Group
Switzerland
$89 – – –
Wells Fargo
74
Wells Fargo
California
$26 – – –
LWM
75
Lionsbridge Wealth Management
Florida
– -$843K -39,526 Closed
1 2
3
4