Saba Opportunistically Hedged Closed-End Funds ETF
CEFS
34 hedge funds and large institutions have $26.6M invested in Saba Opportunistically Hedged Closed-End Funds ETF in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 2 closing their positions.
495% more capital inflows, than outflows
Capital inflows: $8.21M | Capital outflows: $1.38M
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
180% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 5
13% more funds holding
Funds holding: 30 → 34 (+4)
1.42% more ownership
Funds ownership: 28.21% → 29.63% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.14M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.33M |
| 3 |
Tidal Investments
Milwaukee,
Wisconsin
|
+$1.07M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$636K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$453K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIG
Lokken Investment Group
Lewes,
Delaware
|
-$622K |
| 2 |
CRWM
Castle Rock Wealth Management
Walnut Creek,
California
|
-$215K |
| 3 |
Scotia Capital
Toronto,
Ontario, Canada
|
-$206K |
| 4 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$130K |
| 5 |
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$111K |
CEFS Hedge Fund Activity: Q4 2022 in Review
34 of the 6,241 institutional investors tracked by Wall St. Rank reported a position in Saba Opportunistically Hedged Closed-End Funds ETF (CEFS) for Q4 2022, worth a combined $26.6M — up 15% from $23M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CEFS positions and 2 closed out — a net gain of 6 holders — while 14 added to existing stakes and 5 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $3.14M. The largest seller was Lokken Investment Group, exiting entirely with an estimated $622K sold.
- 34 institutional investors held Saba Opportunistically Hedged Closed-End Funds ETF (CEFS) as of Q4 2022, up from 30 in Q3 2022.
- Funds reported $26.6M of Saba Opportunistically Hedged Closed-End Funds ETF stock for Q4 2022, up 15% quarter-over-quarter.
- 8 funds opened new Saba Opportunistically Hedged Closed-End Funds ETF positions in Q4 2022 and 2 closed out, a net change of +6 holders.
- The largest Saba Opportunistically Hedged Closed-End Funds ETF buyer in Q4 2022 was Osaic Holdings, an estimated $3.14M added.
- The largest Saba Opportunistically Hedged Closed-End Funds ETF seller in Q4 2022 was Lokken Investment Group, an estimated $622K sold.
Based on aggregated 13F filings for Q4 2022.