Schwab Ariel Opportunities ETF
SAEF
SAEF was delisted on the 17th of July, 2026.
5 hedge funds and large institutions have $7.33M invested in Schwab Ariel Opportunities ETF in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
18% more capital invested
Capital invested by funds: $6.2M → $7.33M (+$1.14M)
1.17% more ownership
Funds ownership: 31.25% → 32.42% (+1.2%)
0% more funds holding
Funds holding: 5 → 5 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$430K |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$329K |
| 3 |
LAS
Legacy Advisory Services
Exton,
Pennsylvania
|
+$27.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$29.8K |
| 2 |
SPW
Sonoma Private Wealth
Sonoma,
California
|
-$302 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $5.68M | +$430K | +18,539 | +9% |
|
|
LAS
2
Legacy Advisory Services
Exton,
Pennsylvania
| $889K | +$27.7K | +1,195 | +3% |
|
|
SPW
3
Sonoma Private Wealth
Sonoma,
California
| $411K | -$302 | -13 | -0.1% |
|
|
FTUS
4
Flow Traders U.S.
New York
| $349K | +$329K | +14,172 | New |
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $10K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$29.8K | -1,276 | Closed |
|
SAEF Hedge Fund Activity: Q1 2024 in Review
5 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Schwab Ariel Opportunities ETF (SAEF) for Q1 2024, worth a combined $7.33M — up 18% from $6.2M a quarter earlier.
Fund positioning in SAEF was balanced in Q1 2024: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 1 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $430K. The largest seller was UBS Group, exiting entirely with an estimated $29.8K sold.
- 5 institutional investors held Schwab Ariel Opportunities ETF (SAEF) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $7.33M of Schwab Ariel Opportunities ETF stock for Q1 2024, up 18% quarter-over-quarter.
- 1 fund opened new Schwab Ariel Opportunities ETF positions in Q1 2024 and 1 closed out, a net change of 0 holders.
- The largest Schwab Ariel Opportunities ETF buyer in Q1 2024 was Wealth Enhancement Advisory Services, an estimated $430K added.
- The largest Schwab Ariel Opportunities ETF seller in Q1 2024 was UBS Group, an estimated $29.8K sold.
Based on aggregated 13F filings for Q1 2024.