Schwab Ariel Opportunities ETF
SAEF
SAEF was delisted on the 17th of July, 2026.
5 hedge funds and large institutions have $3.66M invested in Schwab Ariel Opportunities ETF in 2023 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
39% more capital invested
Capital invested by funds: $2.63M → $3.66M (+$1.03M)
6.36% more ownership
Funds ownership: 16.37% → 22.73% (+6.4%)
17% less funds holding
Funds holding: 6 → 5 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.32M |
| 2 |
SPW
Sonoma Private Wealth
Sonoma,
California
|
+$59.2K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$41.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$64.8K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$16K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $3.02M | +$1.32M | +60,785 | +70% |
|
|
SPW
2
Sonoma Private Wealth
Sonoma,
California
| $338K | +$59.2K | +2,720 | +20% |
|
|
FTUS
3
Flow Traders U.S.
New York
| $216K | -$64.8K | -2,976 | -22% |
|
|
4
UBS Group
Zurich,
Switzerland
| $46.6K | +$41.1K | +1,887 | +472% |
|
|
WOSD
5
WFA of San Diego
San Diego,
California
| $39K | – | – | – |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$16K | -710 | Closed |
|
SAEF Hedge Fund Activity: Q3 2023 in Review
5 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Schwab Ariel Opportunities ETF (SAEF) for Q3 2023, worth a combined $3.66M — up 39% from $2.63M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of SAEF and 0 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 3 added.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $1.32M. The largest seller was Flow Traders U.S., cutting an estimated $64.8K.
- 5 institutional investors held Schwab Ariel Opportunities ETF (SAEF) as of Q3 2023, down from 6 in Q2 2023.
- Funds reported $3.66M of Schwab Ariel Opportunities ETF stock for Q3 2023, up 39% quarter-over-quarter.
- 0 funds opened new Schwab Ariel Opportunities ETF positions in Q3 2023 and 1 closed out, a net change of -1 holder.
- The largest Schwab Ariel Opportunities ETF buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $1.32M added.
- The largest Schwab Ariel Opportunities ETF seller in Q3 2023 was Flow Traders U.S., an estimated $64.8K sold.
Based on aggregated 13F filings for Q3 2023.