Schwab Ariel Opportunities ETF
SAEF
SAEF was delisted on the 17th of July, 2026.
6 hedge funds and large institutions have $1.37M invested in Schwab Ariel Opportunities ETF in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 0 closing their positions.
100% more funds holding
Funds holding: 3 → 6 (+3)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
63% more capital invested
Capital invested by funds: $839K → $1.37M (+$526K)
2.51% more ownership
Funds ownership: 7.67% → 10.18% (+2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$83.5K |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$47.1K |
| 3 |
WOSD
WFA of San Diego
San Diego,
California
|
+$37.9K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.39K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$47.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $547K | +$47.1K | +2,378 | +10% |
|
|
FTUS
2
Flow Traders U.S.
New York
| $461K | +$83.5K | +4,216 | +22% |
|
|
SPW
3
Sonoma Private Wealth
Sonoma,
California
| $278K | +$277K | +13,991 | New |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $39K | -$47.7K | -2,406 | -55% |
|
|
WOSD
5
WFA of San Diego
San Diego,
California
| $38.1K | +$37.9K | +1,913 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $1.39K | +$1.39K | +70 | New |
|
SAEF Hedge Fund Activity: Q4 2022 in Review
6 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Schwab Ariel Opportunities ETF (SAEF) for Q4 2022, worth a combined $1.37M — up 63% from $839K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SAEF positions and 0 closed out — a net gain of 3 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Flow Traders U.S., adding an estimated $83.5K. The largest seller was Royal Bank of Canada, cutting an estimated $47.7K.
- 6 institutional investors held Schwab Ariel Opportunities ETF (SAEF) as of Q4 2022, up from 3 in Q3 2022.
- Funds reported $1.37M of Schwab Ariel Opportunities ETF stock for Q4 2022, up 63% quarter-over-quarter.
- 3 funds opened new Schwab Ariel Opportunities ETF positions in Q4 2022 and 0 closed out, a net change of +3 holders.
- The largest Schwab Ariel Opportunities ETF buyer in Q4 2022 was Flow Traders U.S., an estimated $83.5K added.
- The largest Schwab Ariel Opportunities ETF seller in Q4 2022 was Royal Bank of Canada, an estimated $47.7K sold.
Based on aggregated 13F filings for Q4 2022.