ECF

Ellsworth Growth & Income Fund

50 hedge funds and large institutions have $36.3M invested in Ellsworth Growth & Income Fund in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-2
Holders Change %
-3.85%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
18
Reduced
22
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$330K -$114K -13,362 -26%
OHWP
27
Oak Harbor Wealth Partners
North Carolina
$272K +$23.5K +2,762 +9%
SFS
28
Shaker Financial Services
Virginia
$266K -$203K -23,830 -43%
IA
29
Icon Advisers
Colorado
$252K +$252K +29,621 New
LSC
30
Logan Stone Capital
Illinois
$239K +$30.6K +3,600 +15%
BFEC
31
Benjamin F. Edwards & Company
Missouri
$237K +$237K +27,801 New
LCM
32
Landscape Capital Management
New Jersey
$211K -$24.6K -2,888 -10%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$209K +$4.32K +508 +2%
Osaic Holdings
34
Osaic Holdings
Arizona
$184K -$704K -82,650 -79%
Stifel Financial
35
Stifel Financial
Missouri
$164K -$25.6K -3,000 -13%
H6H
36
Hightower 6M Holding
Kansas
$157K -$7.11K -833 -4%
CAN
37
Claraphi Advisory Network
United States
$141K -$8.14K -955 -5%
TCWM
38
Total Clarity Wealth Management
Illinois
$136K -$186K -21,808 -58%
Invesco
39
Invesco
Georgia
$125K -$126K -14,815 -50%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$120K -$59.4K -6,979 -33%
LJAC
41
L.J. Altfest & Co
New York
$120K -$30.4K -3,578 -20%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$102K
MIC
43
Meridian Investment Counsel
California
$95K
IA
44
IFP Advisors
Florida
$7K
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$5K +$4.94K +613 +7,663%
Bank of America
46
Bank of America
North Carolina
$4K
BWL
47
Bogart Wealth LLC
Virginia
$4K +$67 +7 +2%
GWSG
48
GPS Wealth Strategies Group
Colorado
$3K
Bessemer Group
49
Bessemer Group
New Jersey
$3K +$194 +21 +7%
PA
50
Parallel Advisors
California
$1K