Schwab Ariel Opportunities ETF
SAEF
SAEF was delisted on the 17th of July, 2026.
5 hedge funds and large institutions have $6.2M invested in Schwab Ariel Opportunities ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
69% more capital invested
Capital invested by funds: $3.66M → $6.2M (+$2.54M)
8.52% more ownership
Funds ownership: 22.73% → 31.25% (+8.5%)
0% more funds holding
Funds holding: 5 → 5 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.33M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$8.15K |
| 3 |
SPW
Sonoma Private Wealth
Sonoma,
California
|
+$2.26K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$216K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$20.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $4.95M | +$1.33M | +64,142 | +43% |
|
|
LAS
2
Legacy Advisory Services
Exton,
Pennsylvania
| $815K | +$723K | +34,949 | New |
|
|
SPW
3
Sonoma Private Wealth
Sonoma,
California
| $390K | +$2.26K | +109 | +0.7% |
|
|
4
UBS Group
Zurich,
Switzerland
| $29.8K | -$20.9K | -1,011 | -44% |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $9K | +$8.15K | +394 | New |
|
|
FTUS
6
Flow Traders U.S.
New York
| – | -$216K | -10,606 | Closed |
|
SAEF Hedge Fund Activity: Q4 2023 in Review
5 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Schwab Ariel Opportunities ETF (SAEF) for Q4 2023, worth a combined $6.2M — up 69% from $3.66M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SAEF positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $1.33M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $216K sold.
- 5 institutional investors held Schwab Ariel Opportunities ETF (SAEF) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $6.2M of Schwab Ariel Opportunities ETF stock for Q4 2023, up 69% quarter-over-quarter.
- 2 funds opened new Schwab Ariel Opportunities ETF positions in Q4 2023 and 1 closed out, a net change of +1 holder.
- The largest Schwab Ariel Opportunities ETF buyer in Q4 2023 was Wealth Enhancement Advisory Services, an estimated $1.33M added.
- The largest Schwab Ariel Opportunities ETF seller in Q4 2023 was Flow Traders U.S., an estimated $216K sold.
Based on aggregated 13F filings for Q4 2023.