ECF

Ellsworth Growth & Income Fund
ECF

Overview Fund Activity

56 hedge funds and large institutions have $65.6M invested in Ellsworth Growth & Income Fund in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 2 closing their positions.

Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
19
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$7.91M
2
SCM
2
Saba Capital Management
New York
$16.7M
3
WAM
3
Wolverine Asset Management
Illinois
$1.4M
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$2.82M
5
Invesco
5
Invesco
Georgia
$1.65M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$9.43M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.79M
3
AAM
3
Advisors Asset Management
Colorado
$1.75M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$1.37M
5
Ameriprise
5
Ameriprise
Minnesota
$2.52M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
51
Cornerstone Advisors
North Carolina
$7.91K 772 +772 New
GWSG
52
GPS Wealth Strategies Group
Colorado
$3.92K 382 – –
VNA
53
Valley National Advisers
Pennsylvania
$3K 333 +333 New
SPIA
54
Steward Partners Investment Advisory
New York
$2.59K 253 – –
Comerica Bank
55
Comerica Bank
Texas
$911 89 -2,295 -96%
GI
56
GAMMA Investing
California
$154 15 – –
PA
57
Parallel Advisors
California
$22 2 – –
EC
58
Elequin Capital
New York
– – -2,991 Closed
SS
59
Sunbelt Securities
Texas
– – -2,000 Closed
1 2
3