Schwab Ariel Opportunities ETF
SAEF
SAEF was delisted on the 17th of July, 2026.
8 hedge funds and large institutions have $7.37M invested in Schwab Ariel Opportunities ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 0 closing their positions.
60% more funds holding
Funds holding: 5 → 8 (+3)
0.94% more ownership
Funds ownership: 32.42% → 33.36% (+0.94%)
0% more capital invested
Capital invested by funds: $7.33M → $7.37M (+$30.9K)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$297K |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$72.1K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$730 |
| 4 |
Morgan Stanley
New York
|
+$24 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPW
Sonoma Private Wealth
Sonoma,
California
|
-$128K |
| 2 |
LAS
Legacy Advisory Services
Exton,
Pennsylvania
|
-$4.45K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $5.55M | +$72.1K | +3,062 | +1% |
|
|
LAS
2
Legacy Advisory Services
Exton,
Pennsylvania
| $854K | -$4.45K | -189 | -0.5% |
|
|
FTUS
3
Flow Traders U.S.
New York
| $636K | +$297K | +12,607 | +89% |
|
|
SPW
4
Sonoma Private Wealth
Sonoma,
California
| $268K | -$128K | -5,420 | -32% |
|
|
WOSD
5
WFA of San Diego
San Diego,
California
| $45.4K | +$45K | +1,913 | New |
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $9K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $736 | +$730 | +31 | New |
|
|
8
Morgan Stanley
New York
| $45 | +$24 | +1 | New |
|
SAEF Hedge Fund Activity: Q2 2024 in Review
8 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab Ariel Opportunities ETF (SAEF) for Q2 2024, worth a combined $7.37M — up 0.42% from $7.33M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SAEF positions and 0 closed out — a net gain of 3 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Flow Traders U.S., adding an estimated $297K. The largest seller was Sonoma Private Wealth, cutting an estimated $128K.
- 8 institutional investors held Schwab Ariel Opportunities ETF (SAEF) as of Q2 2024, up from 5 in Q1 2024.
- Funds reported $7.37M of Schwab Ariel Opportunities ETF stock for Q2 2024, up 0.42% quarter-over-quarter.
- 3 funds opened new Schwab Ariel Opportunities ETF positions in Q2 2024 and 0 closed out, a net change of +3 holders.
- The largest Schwab Ariel Opportunities ETF buyer in Q2 2024 was Flow Traders U.S., an estimated $297K added.
- The largest Schwab Ariel Opportunities ETF seller in Q2 2024 was Sonoma Private Wealth, an estimated $128K sold.
Based on aggregated 13F filings for Q2 2024.