Saba Closed-End Funds ETF
CEFS
68 hedge funds and large institutions have $72.9M invested in Saba Closed-End Funds ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 14 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
129% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 14
11% more funds holding
Funds holding: 61 → 68 (+7)
6% more capital invested
Capital invested by funds: $69M → $72.9M (+$3.93M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.88% less ownership
Funds ownership: 32.38% → 31.5% (-0.88%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
+$877K |
| 2 |
TCM
Triumph Capital Management
Denver,
Colorado
|
+$797K |
| 3 |
IFG
Independent Financial Group
San Diego,
California
|
+$767K |
| 4 |
LPL Financial
San Diego,
California
|
+$647K |
| 5 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$525K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$4.49M |
| 2 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$2.64M |
| 3 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$118K |
| 4 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$112K |
| 5 |
CPRC
Consolidated Portfolio Review Corp
Woodbury,
New York
|
-$59.2K |
CEFS Hedge Fund Activity: Q3 2024 in Review
68 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Saba Closed-End Funds ETF (CEFS) for Q3 2024, worth a combined $72.9M — up 5.7% from $69M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new CEFS positions and 3 closed out — a net gain of 7 holders — while 32 added to existing stakes and 14 trimmed.
The largest buyer was Visionary Wealth Advisors, opening a new position worth an estimated $877K. The largest seller was Rivernorth Capital Management, cutting an estimated $4.49M.
- 68 institutional investors held Saba Closed-End Funds ETF (CEFS) as of Q3 2024, up from 61 in Q2 2024.
- Funds reported $72.9M of Saba Closed-End Funds ETF stock for Q3 2024, up 5.7% quarter-over-quarter.
- 10 funds opened new Saba Closed-End Funds ETF positions in Q3 2024 and 3 closed out, a net change of +7 holders.
- The largest Saba Closed-End Funds ETF buyer in Q3 2024 was Visionary Wealth Advisors, an estimated $877K added.
- The largest Saba Closed-End Funds ETF seller in Q3 2024 was Rivernorth Capital Management, an estimated $4.49M sold.
Based on aggregated 13F filings for Q3 2024.