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Saba Closed-End Funds ETF
CEFS

Overview Fund Activity

71 hedge funds and large institutions have $77.1M invested in Saba Closed-End Funds ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 4 closing their positions.

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
27
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CM
1
Columbus Macro
Pennsylvania
$3.52M
2
Raymond James Financial
2
Raymond James Financial
Florida
$3.21M
3
NEPWA
3
New England Private Wealth Advisors
Massachusetts
$2.37M
4
FIA
4
Foundations Investment Advisors
Arizona
$5.75M
5
PCMF
5
Private Capital Management (Florida)
Florida
$849K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$9.21M
2
TI
2
Tidal Investments
Wisconsin
$540K
3
RCM
3
Rivernorth Capital Management
Florida
$0
4
KAS
4
Kestra Advisory Services
Texas
$0
5
CSPIA
5
Cary Street Partners Investment Advisory
Virginia
$9.85K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$9.21M 430,086 -68,688 -14%
FWM
2
Fortress Wealth Management
California
$7.96M 371,478 +30,569 +9%
FIA
3
Foundations Investment Advisors
Arizona
$5.75M 268,378 +50,961 +23%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.25M 198,372 +13,372 +7%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$3.71M 173,170 +14,916 +9%
CM
6
Columbus Macro
Pennsylvania
$3.52M 9,194 +9,194 New
Raymond James Financial
7
Raymond James Financial
Florida
$3.21M 150,028 +150,028 New
NEPWA
8
New England Private Wealth Advisors
Massachusetts
$2.37M 110,748 +95,766 +639%
PCP
9
Proficio Capital Partners
Massachusetts
$2.15M 100,271 -3,140 -3%
3AM
10
3EDGE Asset Management
Florida
$1.95M 91,127 -4,000 -4%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.87M 87,267 +18,771 +27%
FM
12
Family Management
New York
$1.66M 77,339 -4,149 -5%
SC
13
Scotia Capital
Ontario, Canada
$1.53M 71,441 +3,338 +5%
XF
14
XML Financial
Maryland
$1.41M 65,746 +33,720 +105%
OC
15
Oppenheimer & Co
New York
$1.38M 64,656 +2,595 +4%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$1.31M 61,358 +2,827 +5%
VWA
17
Visionary Wealth Advisors
Illinois
$1.27M 59,416 +18,775 +46%
NWM
18
Napa Wealth Management
California
$1.21M 56,396 +12,907 +30%
RC
19
Rovin Capital
Arizona
$1.17M 54,715 +3,339 +6%
Lido Advisors
20
Lido Advisors
California
$1.13M 52,765 – –
IWM
21
IHT Wealth Management
Illinois
$1.13M 52,675 +27 +0.1%
CPIG
22
Chicago Partners Investment Group
Illinois
$1.1M 50,906 -13,521 -21%
LWM
23
Lionsbridge Wealth Management
Florida
$956K 44,620 -2,482 -5%
Citadel Advisors
24
Citadel Advisors
Florida
$865K 40,360 +9,339 +30%
AWM
25
Avior Wealth Management
Nebraska
$860K 40,165 +4,191 +12%
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