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Saba Closed-End Funds ETF
CEFS

83 hedge funds and large institutions have $130M invested in Saba Closed-End Funds ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 19

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

1% less capital invested

Capital invested by funds: $131M → $130M (-$1.48M)

1% less funds holding

Funds holding: 84 → 83 (-1)

1.32% less ownership

Funds ownership: 36.25% → 34.92% (-1.3%)

Holders
83
Holders Change
-1
Holders Change %
-1.19%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
39
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$1.81M
2
AFC
Ares Financial Consulting
California
+$1.7M
3
XF
XML Financial
Maryland
+$931K
4
AWA
Arete Wealth Advisors
Illinois
+$791K
5
MG
Mather Group
Illinois
+$632K

Top Sellers

1
FFA
Farther Finance Advisors
California
-$3.09M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$1.22M
3
FIA
Foundations Investment Advisors
Arizona
-$785K
4
FPCP
Fort Point Capital Partners
California
-$760K
5
Ameriprise
Ameriprise
Minnesota
-$686K
Name Holding Trade Value Shares
Change 		Change in
Stake
AO
51
Advisor OS
Illinois
$349K -$215K -9,350 -38%
AQR Capital Management
52
AQR Capital Management
Connecticut
$348K +$355K +15,418 New
GIA
53
Gladstone Institutional Advisory
Florida
$324K +$9.78K +425 +3%
TW
54
Towerpoint Wealth
California
$309K – – –
OPWM
55
Oregon Pacific Wealth Management
Oregon
$297K -$162K -7,023 -35%
CEFA
56
Closed-End Fund Advisors
Virginia
$285K +$50.9K +2,211 +21%
NG
57
Novem Group
New York
$284K +$9.21K +400 +3%
BWM
58
Braeburn Wealth Management
Michigan
$263K – – –
ZI
59
ZEGA Investments
Florida
$253K +$258K +11,219 New
HH
60
Hilltop Holdings
Texas
$250K – – –
TSW
61
Thompson Siegel & Walmsley
Virginia
$226K – – –
EMAM
62
Encompass More Asset Management
California
$217K +$4.92K +214 +2%
FHC
63
First Heartland Consultants
Missouri
$213K +$217K +9,429 New
ACM
64
Anfield Capital Management
California
$170K +$2.32K +101 +1%
NS
65
NBC Securities
Alabama
$161K +$16K +697 +11%
Morgan Stanley
66
Morgan Stanley
New York
$106K +$5.38K +234 +5%
WETS
67
Wealth Enhancement Trust Services
South Dakota
$77.3K – – –
AF
68
Allworth Financial
California
$72.2K – – –
BCM
69
Boreal Capital Management
Florida
$69.3K -$70.8K -3,075 Closed
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$52.9K +$1.59K +69 +3%
SPIA
71
Steward Partners Investment Advisory
New York
$43.3K -$437 -19 -1%
SWM
72
SHP Wealth Management
Massachusetts
$42K – – –
CSC
73
Caldwell Sutter Capital
California
$20.3K +$20.7K +900 New
BSB
74
Bangor Savings Bank
Maine
$17.4K – – –
AssetMark Inc
75
AssetMark Inc
California
$15.9K – – –
1 2
3
4

CEFS Hedge Fund Activity: Q1 2026 in Review

83 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Saba Closed-End Funds ETF (CEFS) for Q1 2026, worth a combined $130M — down 1.1% from $131M a quarter earlier.

Fund positioning in CEFS was balanced in Q1 2026: 8 funds opened new positions, 8 closed out, 39 added to existing stakes and 19 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $1.81M. The largest seller was Farther Finance Advisors, cutting an estimated $3.09M.

  • 83 institutional investors held Saba Closed-End Funds ETF (CEFS) as of Q1 2026, down from 84 in Q4 2025.
  • Funds reported $130M of Saba Closed-End Funds ETF stock for Q1 2026, down 1.1% quarter-over-quarter.
  • 8 funds opened new Saba Closed-End Funds ETF positions in Q1 2026 and 8 closed out, a net change of 0 holders.
  • The largest Saba Closed-End Funds ETF buyer in Q1 2026 was Osaic Holdings, an estimated $1.81M added.
  • The largest Saba Closed-End Funds ETF seller in Q1 2026 was Farther Finance Advisors, an estimated $3.09M sold.

Based on aggregated 13F filings for Q1 2026.