Schwab Ariel Opportunities ETF
SAEF
SAEF was delisted on the 17th of July, 2026.
4 hedge funds and large institutions have $7.65M invested in Schwab Ariel Opportunities ETF in 2024 Q4 according to their latest regulatory filings, with funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
1% more capital invested
Capital invested by funds: $7.54M → $7.65M (+$113K)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
1.66% less ownership
Funds ownership: 31.21% → 29.55% (-1.7%)
33% less funds holding
Funds holding: 6 → 4 (-2)
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
|
+$119K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$9.05K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$81.3K |
| 2 |
SPW
Sonoma Private Wealth
Sonoma,
California
|
-$2.9K |
| 3 |
Morgan Stanley
New York
|
-$50 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $7.34M | +$119K | +4,331 | +2% |
|
|
SPW
2
Sonoma Private Wealth
Sonoma,
California
| $295K | -$2.9K | -105 | -1% |
|
|
3
UBS Group
Zurich,
Switzerland
| $9.68K | +$9.05K | +328 | +1,058% |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | -$81.3K | -2,947 | -99% |
|
|
5
Morgan Stanley
New York
| – | -$50 | -1 | Closed |
|
SAEF Hedge Fund Activity: Q4 2024 in Review
4 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Schwab Ariel Opportunities ETF (SAEF) for Q4 2024, worth a combined $7.65M — up 1.5% from $7.54M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of SAEF and 0 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 2 added.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $119K. The largest seller was Royal Bank of Canada, cutting an estimated $81.3K.
- 4 institutional investors held Schwab Ariel Opportunities ETF (SAEF) as of Q4 2024, down from 6 in Q3 2024.
- Funds reported $7.65M of Schwab Ariel Opportunities ETF stock for Q4 2024, up 1.5% quarter-over-quarter.
- 0 funds opened new Schwab Ariel Opportunities ETF positions in Q4 2024 and 1 closed out, a net change of -1 holder.
- The largest Schwab Ariel Opportunities ETF buyer in Q4 2024 was Wealth Enhancement Advisory Services, an estimated $119K added.
- The largest Schwab Ariel Opportunities ETF seller in Q4 2024 was Royal Bank of Canada, an estimated $81.3K sold.
Based on aggregated 13F filings for Q4 2024.