CEFS icon

Saba Closed-End Funds ETF
CEFS

Overview Fund Activity

61 hedge funds and large institutions have $69M invested in Saba Closed-End Funds ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
0.89%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
25
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$5.61M
2
FIA
2
Foundations Investment Advisors
Arizona
$4.11M
3
FM
3
Family Management
New York
$1.78M
4
NWM
4
Napa Wealth Management
California
$689K
5
PCP
5
Proficio Capital Partners
Massachusetts
$4.81M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.59M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$3.13M
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$392K
4
PI
4
PFG Investments
New York
$0
5
CPRC
5
Consolidated Portfolio Review Corp
New York
$315K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$9.98M 468,795 +4,564 +1%
FWM
2
Fortress Wealth Management
California
$6.96M 326,745 -7,374 -2%
RCM
3
Rivernorth Capital Management
Florida
$5.61M 263,410 +208,210 +377%
PCP
4
Proficio Capital Partners
Massachusetts
$4.81M 226,002 +24,717 +12%
FIA
5
Foundations Investment Advisors
Arizona
$4.11M 193,067 +193,067 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$3.59M 168,398 -72,916 -30%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$3.13M 147,030 -45,395 -24%
3AM
8
3EDGE Asset Management
Florida
$2.06M 96,924 +502 +0.5%
TI
9
Tidal Investments
Wisconsin
$1.93M 90,631 -16,380 -15%
FM
10
Family Management
New York
$1.78M 83,656 +42,388 +103%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.6M 75,291 +3,325 +5%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.45M 68,158 +6,560 +11%
SC
13
Scotia Capital
Ontario, Canada
$1.39M 65,156 +2,959 +5%
CPIG
14
Chicago Partners Investment Group
Illinois
$1.33M 62,508 +54 +0.1%
OC
15
Oppenheimer & Co
New York
$1.15M 54,016 +10,315 +24%
Lido Advisors
16
Lido Advisors
California
$1.12M 52,765 +4,295 +9%
RC
17
Rovin Capital
Arizona
$1.1M 51,786 -1,349 -3%
IWM
18
IHT Wealth Management
Illinois
$1.1M 51,609 -1,970 -4%
LWM
19
Lionsbridge Wealth Management
Florida
$1.03M 48,539 -394 -0.8%
RJA
20
Raymond James & Associates
Florida
$939K 44,103 +4,166 +10%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$916K 43,014 +7,660 +22%
AWA
22
Arete Wealth Advisors
Illinois
$830K 38,780 -764 -2%
AWM
23
Avior Wealth Management
Nebraska
$767K 36,007 +530 +1%
NWM
24
Napa Wealth Management
California
$689K 32,351 +32,351 New
KAS
25
Kestra Advisory Services
Texas
$591K 27,763 -578 -2%
1
2 3