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Saba Closed-End Funds ETF

32 hedge funds and large institutions have $26.4M invested in Saba Closed-End Funds ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

19% more funds holding

Funds holding: 2732 (+5)

2.24% more ownership

Funds ownership: 28.1%30.34% (+2.2%)

2% more capital invested

Capital invested by funds: $26M → $26.4M (+$406K)

Holders
32
Holders Change
+5
Holders Change %
+18.52%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
9
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TI
1
Tidal Investments
Wisconsin
$3.63M +$122K +6,598 +3%
APA
2
American Portfolios Advisors
New York
$3.52M -$101K -5,482 -3%
Citadel Advisors
3
Citadel Advisors
Florida
$2.26M +$2.42M +131,375 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.01M -$597K -32,362 -22%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.27M +$19.5K +1,055 +1%
ARC
6
Advisor Resource Council
Texas
$1.26M +$1.35M +73,278 New
SC
7
Scotia Capital
Ontario, Canada
$1.23M -$121K -6,536 -8%
GIA
8
Gladstone Institutional Advisory
Florida
$1.1M +$12.5K +676 +1%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$1.07M -$312K -16,912 -21%
LPL Financial
10
LPL Financial
California
$1.05M +$72K +3,905 +7%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.03M +$110K +5,964 +11%
RC
12
Rovin Capital
Arizona
$693K -$36.6K -1,982 -5%
LIG
13
Lokken Investment Group
Delaware
$671K -$4.48K -243 -0.6%
3AM
14
3EDGE Asset Management
Florida
$611K -$167K -9,053 -20%
AW
15
ACG Wealth
Georgia
$539K +$99.3K +5,381 +21%
IWM
16
IHT Wealth Management
Illinois
$512K +$548K +29,723 New
OC
17
Oppenheimer & Co
New York
$502K +$538K +29,169 New
KAS
18
Kestra Advisory Services
Texas
$487K +$6.66K +361 +1%
NA
19
NewEdge Advisors
Louisiana
$457K +$8.58K +465 +2%
ACM
20
Adalta Capital Management
New York
$421K +$35.3K +1,915 +8%
VCM
21
Vivaldi Capital Management
Illinois
$366K +$392K +21,245 New
CL
22
CSS LLC
Illinois
$347K
CWM
23
Circle Wealth Management
New Jersey
$340K
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$277K +$32.4K +1,755 +12%
TJHA
25
Thomas J. Herzfeld Advisors
Florida
$233K +$250K +13,557 New

CEFS Hedge Fund Activity: Q2 2022 in Review

32 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Saba Closed-End Funds ETF (CEFS) for Q2 2022, worth a combined $26.4M — up 1.6% from $26M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CEFS positions and 0 closed out — a net gain of 6 holders — while 12 added to existing stakes and 9 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $2.42M. The largest seller was Castle Rock Wealth Management, cutting an estimated $622K.

  • 32 institutional investors held Saba Closed-End Funds ETF (CEFS) as of Q2 2022, up from 27 in Q1 2022.
  • Funds reported $26.4M of Saba Closed-End Funds ETF stock for Q2 2022, up 1.6% quarter-over-quarter.
  • 6 funds opened new Saba Closed-End Funds ETF positions in Q2 2022 and 0 closed out, a net change of +6 holders.
  • The largest Saba Closed-End Funds ETF buyer in Q2 2022 was Citadel Advisors, an estimated $2.42M added.
  • The largest Saba Closed-End Funds ETF seller in Q2 2022 was Castle Rock Wealth Management, an estimated $622K sold.

Based on aggregated 13F filings for Q2 2022.