Schwab Ariel Opportunities ETF
SAEF
SAEF was delisted on the 17th of July, 2026.
7 hedge funds and large institutions have $7.46M invested in Schwab Ariel Opportunities ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 0 closing their positions.
40% more funds holding
Funds holding: 5 → 7 (+2)
8% more capital invested
Capital invested by funds: $6.91M → $7.46M (+$555K)
1.48% more ownership
Funds ownership: 29.11% → 30.59% (+1.5%)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$18K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$13.4K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$13.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$76.1K |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$72.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $6.91M | -$76.1K | -3,172 | -1% |
|
|
FTUS
2
Flow Traders U.S.
New York
| $233K | -$72.5K | -3,021 | -25% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $226K | +$13.4K | +559 | +7% |
|
|
WOSD
4
WFA of San Diego
San Diego,
California
| $49.3K | +$45.9K | +1,913 | New |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $32K | +$18K | +749 | +148% |
|
|
6
UBS Group
Zurich,
Switzerland
| $14.1K | +$13.1K | +548 | New |
|
7
Morgan Stanley
New York
| $62 | – | – | – |
|
SAEF Hedge Fund Activity: Q2 2025 in Review
7 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Schwab Ariel Opportunities ETF (SAEF) for Q2 2025, worth a combined $7.46M — up 8% from $6.91M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SAEF positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $18K. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $76.1K.
- 7 institutional investors held Schwab Ariel Opportunities ETF (SAEF) as of Q2 2025, up from 5 in Q1 2025.
- Funds reported $7.46M of Schwab Ariel Opportunities ETF stock for Q2 2025, up 8% quarter-over-quarter.
- 2 funds opened new Schwab Ariel Opportunities ETF positions in Q2 2025 and 0 closed out, a net change of +2 holders.
- The largest Schwab Ariel Opportunities ETF buyer in Q2 2025 was Royal Bank of Canada, an estimated $18K added.
- The largest Schwab Ariel Opportunities ETF seller in Q2 2025 was Wealth Enhancement Advisory Services, an estimated $76.1K sold.
Based on aggregated 13F filings for Q2 2025.