Schwab Ariel Opportunities ETF
SAEF
SAEF was delisted on the 17th of July, 2026.
4 hedge funds and large institutions have $1.53M invested in Schwab Ariel Opportunities ETF in 2023 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
12% more capital invested
Capital invested by funds: $1.37M → $1.53M (+$169K)
0.93% more ownership
Funds ownership: 10.18% → 11.1% (+0.93%)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
33% less funds holding
Funds holding: 6 → 4 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$304K |
| 2 |
SPW
Sonoma Private Wealth
Sonoma,
California
|
+$126K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$225K |
| 2 |
WOSD
WFA of San Diego
San Diego,
California
|
-$38.1K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$32.3K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.39K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $832K | +$304K | +14,091 | +56% |
|
|
SPW
2
Sonoma Private Wealth
Sonoma,
California
| $421K | +$126K | +5,831 | +42% |
|
|
FTUS
3
Flow Traders U.S.
New York
| $271K | -$225K | -10,422 | -45% |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $10K | -$32.3K | -1,499 | -76% |
|
|
WOSD
5
WFA of San Diego
San Diego,
California
| – | -$38.1K | -1,913 | Closed |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$1.39K | -70 | Closed |
|
SAEF Hedge Fund Activity: Q1 2023 in Review
4 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Schwab Ariel Opportunities ETF (SAEF) for Q1 2023, worth a combined $1.53M — up 12% from $1.37M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of SAEF and 0 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 2 added.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $304K. The largest seller was Flow Traders U.S., cutting an estimated $225K.
- 4 institutional investors held Schwab Ariel Opportunities ETF (SAEF) as of Q1 2023, down from 6 in Q4 2022.
- Funds reported $1.53M of Schwab Ariel Opportunities ETF stock for Q1 2023, up 12% quarter-over-quarter.
- 0 funds opened new Schwab Ariel Opportunities ETF positions in Q1 2023 and 2 closed out, a net change of -2 holders.
- The largest Schwab Ariel Opportunities ETF buyer in Q1 2023 was Wealth Enhancement Advisory Services, an estimated $304K added.
- The largest Schwab Ariel Opportunities ETF seller in Q1 2023 was Flow Traders U.S., an estimated $225K sold.
Based on aggregated 13F filings for Q1 2023.