Schwab Ariel Opportunities ETF
SAEF
SAEF was delisted on the 17th of July, 2026.
5 hedge funds and large institutions have $6.91M invested in Schwab Ariel Opportunities ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
25% more funds holding
Funds holding: 4 → 5 (+1)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
0.45% less ownership
Funds ownership: 29.55% → 29.11% (-0.45%)
10% less capital invested
Capital invested by funds: $7.65M → $6.91M (-$742K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$319K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$217K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$12.3K |
| 4 |
Morgan Stanley
New York
|
+$53 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPW
Sonoma Private Wealth
Sonoma,
California
|
-$295K |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$285K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$9.68K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $6.4M | -$285K | -10,778 | -4% |
|
|
FTUS
2
Flow Traders U.S.
New York
| $295K | +$319K | +12,043 | New |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $201K | +$217K | +8,197 | New |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $12K | +$12.3K | +465 | +1,163% |
|
|
5
Morgan Stanley
New York
| $49 | +$53 | +2 | New |
|
|
SPW
6
Sonoma Private Wealth
Sonoma,
California
| – | -$295K | -10,945 | Closed |
|
|
7
UBS Group
Zurich,
Switzerland
| – | -$9.68K | -359 | Closed |
|
SAEF Hedge Fund Activity: Q1 2025 in Review
5 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Schwab Ariel Opportunities ETF (SAEF) for Q1 2025, worth a combined $6.91M — down 9.7% from $7.65M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SAEF positions and 2 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Flow Traders U.S., opening a new position worth an estimated $319K. The largest seller was Sonoma Private Wealth, exiting entirely with an estimated $295K sold.
- 5 institutional investors held Schwab Ariel Opportunities ETF (SAEF) as of Q1 2025, up from 4 in Q4 2024.
- Funds reported $6.91M of Schwab Ariel Opportunities ETF stock for Q1 2025, down 9.7% quarter-over-quarter.
- 3 funds opened new Schwab Ariel Opportunities ETF positions in Q1 2025 and 2 closed out, a net change of +1 holder.
- The largest Schwab Ariel Opportunities ETF buyer in Q1 2025 was Flow Traders U.S., an estimated $319K added.
- The largest Schwab Ariel Opportunities ETF seller in Q1 2025 was Sonoma Private Wealth, an estimated $295K sold.
Based on aggregated 13F filings for Q1 2025.