Schwab Ariel Opportunities ETF
SAEF
SAEF was delisted on the 17th of July, 2026.
6 hedge funds and large institutions have $2.63M invested in Schwab Ariel Opportunities ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 0 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
71% more capital invested
Capital invested by funds: $1.53M → $2.63M (+$1.09M)
50% more funds holding
Funds holding: 4 → 6 (+2)
5.26% more ownership
Funds ownership: 11.1% → 16.37% (+5.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.01M |
| 2 |
WOSD
WFA of San Diego
San Diego,
California
|
+$40.2K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$17.4K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$8.4K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.14K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPW
Sonoma Private Wealth
Sonoma,
California
|
-$125K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $1.95M | +$1.01M | +48,218 | +123% |
|
|
SPW
2
Sonoma Private Wealth
Sonoma,
California
| $309K | -$125K | -5,938 | -30% |
|
|
FTUS
3
Flow Traders U.S.
New York
| $303K | +$17.4K | +827 | +6% |
|
|
WOSD
4
WFA of San Diego
San Diego,
California
| $42.6K | +$40.2K | +1,913 | New |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $16K | +$5.14K | +245 | +53% |
|
|
6
UBS Group
Zurich,
Switzerland
| $8.91K | +$8.4K | +400 | New |
|
SAEF Hedge Fund Activity: Q2 2023 in Review
6 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Schwab Ariel Opportunities ETF (SAEF) for Q2 2023, worth a combined $2.63M — up 71% from $1.53M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SAEF positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $1.01M. The largest seller was Sonoma Private Wealth, cutting an estimated $125K.
- 6 institutional investors held Schwab Ariel Opportunities ETF (SAEF) as of Q2 2023, up from 4 in Q1 2023.
- Funds reported $2.63M of Schwab Ariel Opportunities ETF stock for Q2 2023, up 71% quarter-over-quarter.
- 2 funds opened new Schwab Ariel Opportunities ETF positions in Q2 2023 and 0 closed out, a net change of +2 holders.
- The largest Schwab Ariel Opportunities ETF buyer in Q2 2023 was Wealth Enhancement Advisory Services, an estimated $1.01M added.
- The largest Schwab Ariel Opportunities ETF seller in Q2 2023 was Sonoma Private Wealth, an estimated $125K sold.
Based on aggregated 13F filings for Q2 2023.