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Saba Closed-End Funds ETF

15 hedge funds and large institutions have $14.6M invested in Saba Closed-End Funds ETF in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

7% less capital invested

Capital invested by funds: $15.8M → $14.6M (-$1.17M)

8.6% less ownership

Funds ownership: 38.73%30.14% (-8.6%)

21% less funds holding

Funds holding: 1915 (-4)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
15
Holders Change
-4
Holders Change %
-21.05%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
4
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TI
1
Tidal Investments
Wisconsin
$4.01M +$46.7K +2,778 +1%
APA
2
American Portfolios Advisors
New York
$2.55M -$15.6K -931 -0.6%
CRWM
3
Castle Rock Wealth Management
California
$1.8M +$1.64M +97,869 New
SC
4
Scotia Capital
Ontario, Canada
$992K -$7.63K -454 -0.8%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$940K +$54.8K +3,260 +6%
Citadel Advisors
6
Citadel Advisors
Florida
$935K +$894K +53,217 New
FAAS
7
First Allied Advisory Services
California
$825K +$54.5K +3,246 +7%
NA
8
NewEdge Advisors
Louisiana
$736K +$498K +29,631 +241%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$410K +$392K +23,316 New
ACM
10
Adalta Capital Management
New York
$399K -$743K -44,250 -66%
CL
11
CSS LLC
Illinois
$354K
Osaic Holdings
12
Osaic Holdings
Arizona
$269K -$98.1K -5,841 -28%
AW
13
ACG Wealth
Georgia
$232K +$2.65K +158 +1%
CWM
14
Cornerstone Wealth Management
Missouri
$182K +$174K +10,334 New
UBS Group
15
UBS Group
Switzerland
$4K +$4.03K +240 New
Citigroup
16
Citigroup
New York
-$2.97M -194,360 Closed
Jane Street
17
Jane Street
New York
-$1.46M -95,416 Closed
AGM
18
Alpine Global Management
New York
-$907K -59,417 Closed
VCM
19
Vivaldi Capital Management
Illinois
-$324K -21,245 Closed
IWM
20
IHT Wealth Management
Illinois
-$219K -14,349 Closed
MCM
21
Manchester Capital Management
Vermont
-$61K -4,000 Closed
AIC
22
Ameritas Investment Company
Nebraska
-$8K -530 Closed
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
-$5K -317 Closed
Wells Fargo
24
Wells Fargo
California
-$17 -1 Closed

CEFS Hedge Fund Activity: Q2 2020 in Review

15 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Saba Closed-End Funds ETF (CEFS) for Q2 2020, worth a combined $14.6M — down 7.4% from $15.8M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of CEFS and 5 opened new positions — a net loss of 4 holders — while 4 trimmed existing stakes and 5 added.

The largest buyer was Castle Rock Wealth Management, opening a new position worth an estimated $1.64M. The largest seller was Citigroup, exiting entirely with an estimated $2.97M sold.

  • 15 institutional investors held Saba Closed-End Funds ETF (CEFS) as of Q2 2020, down from 19 in Q1 2020.
  • Funds reported $14.6M of Saba Closed-End Funds ETF stock for Q2 2020, down 7.4% quarter-over-quarter.
  • 5 funds opened new Saba Closed-End Funds ETF positions in Q2 2020 and 9 closed out, a net change of -4 holders.
  • The largest Saba Closed-End Funds ETF buyer in Q2 2020 was Castle Rock Wealth Management, an estimated $1.64M added.
  • The largest Saba Closed-End Funds ETF seller in Q2 2020 was Citigroup, an estimated $2.97M sold.

Based on aggregated 13F filings for Q2 2020.