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Saba Closed-End Funds ETF
CEFS

Overview Fund Activity

68 hedge funds and large institutions have $87.2M invested in Saba Closed-End Funds ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-3
Holders Change %
-4.23%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
29
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NEPWA
New England Private Wealth Advisors
Massachusetts
+$3.07M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
+$2.55M
3
AF
Advisornet Financial
Minnesota
+$2.44M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2M
5
PCMF
Private Capital Management (Florida)
Florida
+$1.77M

Top Sellers

1
CM
Columbus Macro
Pennsylvania
-$1.21M
2
3AM
3EDGE Asset Management
Florida
-$850K
3
FWM
Fortress Wealth Management
California
-$759K
4
GC
Grimes & Company
Massachusetts
-$648K
5
TI
Tidal Investments
Wisconsin
-$540K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$8.84M -$332K -15,567 -4%
FWM
2
Fortress Wealth Management
California
$7.16M -$759K -35,588 -10%
FIA
3
Foundations Investment Advisors
Arizona
$5.82M +$94.2K +4,415 +2%
NEPWA
4
New England Private Wealth Advisors
Massachusetts
$5.43M +$3.07M +143,770 +130%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.6M +$366K +17,145 +9%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$3.96M +$266K +12,478 +7%
CM
7
Columbus Macro
Pennsylvania
$3.77M -$1.21M -2,237 -24%
Raymond James Financial
8
Raymond James Financial
Florida
$3.77M +$570K +26,715 +18%
TJHA
9
Thomas J. Herzfeld Advisors
Florida
$2.9M +$2.55M +119,518 +727%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.65M +$2M +93,930 +311%
PCMF
11
Private Capital Management (Florida)
Florida
$2.62M +$1.77M +83,082 +210%
AF
12
Advisornet Financial
Minnesota
$2.44M +$2.44M +114,571 New
Osaic Holdings
13
Osaic Holdings
Arizona
$1.99M +$133K +6,245 +7%
PCP
14
Proficio Capital Partners
Massachusetts
$1.87M -$270K -12,615 -13%
OC
15
Oppenheimer & Co
New York
$1.75M +$369K +17,296 +27%
XF
16
XML Financial
Maryland
$1.72M +$322K +15,116 +23%
FM
17
Family Management
New York
$1.57M -$82.7K -3,879 -5%
SC
18
Scotia Capital
Ontario, Canada
$1.55M +$30.9K +1,449 +2%
VWA
19
Visionary Wealth Advisors
Illinois
$1.5M +$228K +10,686 +18%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$1.47M +$157K +7,370 +12%
RC
21
Rovin Capital
Arizona
$1.26M +$90.1K +4,227 +8%
CPIG
22
Chicago Partners Investment Group
Illinois
$1.15M +$66.2K +3,111 +6%
NWM
23
Napa Wealth Management
California
$1.14M -$64.2K -3,012 -5%
Lido Advisors
24
Lido Advisors
California
$1.13M – – –
3AM
25
3EDGE Asset Management
Florida
$1.09M -$850K -39,864 -44%
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