Saba Opportunistically Hedged Closed-End Funds ETF
CEFS
72 hedge funds and large institutions have $78.2M invested in Saba Opportunistically Hedged Closed-End Funds ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
22% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 23
7% more capital invested
Capital invested by funds: $72.9M → $78.2M (+$5.33M)
6% more funds holding
Funds holding: 68 → 72 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.29% less ownership
Funds ownership: 31.5% → 31.21% (-0.29%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NEPWA
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
+$2.12M |
| 2 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$1.13M |
| 3 |
PCMF
Private Capital Management (Florida)
Naples,
Florida
|
+$877K |
| 4 |
XF
XML Financial
Bethesda,
Maryland
|
+$746K |
| 5 |
FWM
Fortress Wealth Management
Culver City,
California
|
+$676K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.52M |
| 2 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$1.33M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$1.23M |
| 4 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$634K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$626K |
CEFS Hedge Fund Activity: Q4 2024 in Review
72 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Saba Opportunistically Hedged Closed-End Funds ETF (CEFS) for Q4 2024, worth a combined $78.2M — up 7.3% from $72.9M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new CEFS positions and 4 closed out — a net gain of 6 holders — while 28 added to existing stakes and 23 trimmed.
The largest buyer was New England Private Wealth Advisors, adding an estimated $2.12M. The largest seller was LPL Financial, cutting an estimated $1.52M.
- 72 institutional investors held Saba Opportunistically Hedged Closed-End Funds ETF (CEFS) as of Q4 2024, up from 68 in Q3 2024.
- Funds reported $78.2M of Saba Opportunistically Hedged Closed-End Funds ETF stock for Q4 2024, up 7.3% quarter-over-quarter.
- 10 funds opened new Saba Opportunistically Hedged Closed-End Funds ETF positions in Q4 2024 and 4 closed out, a net change of +6 holders.
- The largest Saba Opportunistically Hedged Closed-End Funds ETF buyer in Q4 2024 was New England Private Wealth Advisors, an estimated $2.12M added.
- The largest Saba Opportunistically Hedged Closed-End Funds ETF seller in Q4 2024 was LPL Financial, an estimated $1.52M sold.
Based on aggregated 13F filings for Q4 2024.