Saba Opportunistically Hedged Closed-End Funds ETF
CEFS
38 hedge funds and large institutions have $34.8M invested in Saba Opportunistically Hedged Closed-End Funds ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 0 closing their positions.
349% more capital inflows, than outflows
Capital inflows: $5.05M | Capital outflows: $1.12M
6% more funds holding
Funds holding: 36 → 38 (+2)
0.45% more ownership
Funds ownership: 30.24% → 30.69% (+0.45%)
14% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.99M |
| 2 |
Proficio Capital Partners
Newton,
Massachusetts
|
+$1.04M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$634K |
| 4 |
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
+$413K |
| 5 |
Chicago Partners Investment Group
Chicago,
Illinois
|
+$219K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Tidal Investments
Milwaukee,
Wisconsin
|
-$345K |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$262K |
| 3 |
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$129K |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$89.6K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$79.2K |
CEFS Hedge Fund Activity: Q2 2023 in Review
38 of the 6,388 institutional investors tracked by Wall St. Rank reported a position in Saba Opportunistically Hedged Closed-End Funds ETF (CEFS) for Q2 2023, worth a combined $34.8M — up 14% from $30.6M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CEFS positions and 0 closed out — a net gain of 3 holders — while 12 added to existing stakes and 14 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.99M. The largest seller was Tidal Investments, cutting an estimated $345K.
- 38 institutional investors held Saba Opportunistically Hedged Closed-End Funds ETF (CEFS) as of Q2 2023, up from 36 in Q1 2023.
- Funds reported $34.8M of Saba Opportunistically Hedged Closed-End Funds ETF stock for Q2 2023, up 14% quarter-over-quarter.
- 3 funds opened new Saba Opportunistically Hedged Closed-End Funds ETF positions in Q2 2023 and 0 closed out, a net change of +3 holders.
- The largest Saba Opportunistically Hedged Closed-End Funds ETF buyer in Q2 2023 was LPL Financial, an estimated $1.99M added.
- The largest Saba Opportunistically Hedged Closed-End Funds ETF seller in Q2 2023 was Tidal Investments, an estimated $345K sold.
Based on aggregated 13F filings for Q2 2023.