Schwab Ariel Opportunities ETF
SAEF
SAEF was delisted on the 17th of July, 2026.
6 hedge funds and large institutions have $7.54M invested in Schwab Ariel Opportunities ETF in 2024 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
2% more capital invested
Capital invested by funds: $7.37M → $7.54M (+$172K)
2.15% less ownership
Funds ownership: 33.36% → 31.21% (-2.1%)
25% less funds holding
Funds holding: 8 → 6 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$861K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$65.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LAS
Legacy Advisory Services
Exton,
Pennsylvania
|
-$854K |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$636K |
| 3 |
SPW
Sonoma Private Wealth
Sonoma,
California
|
-$5.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $7.11M | +$861K | +34,161 | +15% |
|
|
SPW
2
Sonoma Private Wealth
Sonoma,
California
| $293K | -$5.8K | -230 | -2% |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $79K | +$65.3K | +2,593 | +658% |
|
|
WOSD
4
WFA of San Diego
San Diego,
California
| $50.8K | – | – | – |
|
5
UBS Group
Zurich,
Switzerland
| $823 | – | – | – |
|
6
Morgan Stanley
New York
| $50 | – | – | – |
|
|
LAS
7
Legacy Advisory Services
Exton,
Pennsylvania
| – | -$854K | -35,955 | Closed |
|
|
FTUS
8
Flow Traders U.S.
New York
| – | -$636K | -26,779 | Closed |
|
SAEF Hedge Fund Activity: Q3 2024 in Review
6 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Schwab Ariel Opportunities ETF (SAEF) for Q3 2024, worth a combined $7.54M — up 2.3% from $7.37M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of SAEF and 0 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 2 added.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $861K. The largest seller was Legacy Advisory Services, exiting entirely with an estimated $854K sold.
- 6 institutional investors held Schwab Ariel Opportunities ETF (SAEF) as of Q3 2024, down from 8 in Q2 2024.
- Funds reported $7.54M of Schwab Ariel Opportunities ETF stock for Q3 2024, up 2.3% quarter-over-quarter.
- 0 funds opened new Schwab Ariel Opportunities ETF positions in Q3 2024 and 2 closed out, a net change of -2 holders.
- The largest Schwab Ariel Opportunities ETF buyer in Q3 2024 was Wealth Enhancement Advisory Services, an estimated $861K added.
- The largest Schwab Ariel Opportunities ETF seller in Q3 2024 was Legacy Advisory Services, an estimated $854K sold.
Based on aggregated 13F filings for Q3 2024.