Schwab Ariel Opportunities ETF
SAEF
SAEF was delisted on the 17th of July, 2026.
5 hedge funds and large institutions have $7.94M invested in Schwab Ariel Opportunities ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 3 closing their positions.
6% more capital invested
Capital invested by funds: $7.46M → $7.94M (+$480K)
1.1% more ownership
Funds ownership: 30.59% → 31.69% (+1.1%)
29% less funds holding
Funds holding: 7 → 5 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$301K |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$222K |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$27 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$226K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$32K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$14.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $7.41M | +$301K | +10,954 | +4% |
|
|
FTUS
2
Flow Traders U.S.
New York
| $479K | +$222K | +8,104 | +90% |
|
|
WOSD
3
WFA of San Diego
San Diego,
California
| $53.5K | – | – | – |
|
4
Morgan Stanley
New York
| $56 | – | – | – |
|
|
5
Fidelity Investments
Boston,
Massachusetts
| $28 | +$27 | +1 | New |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$226K | -8,756 | Closed |
|
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$32K | -1,254 | Closed |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$14.1K | -548 | Closed |
|
SAEF Hedge Fund Activity: Q3 2025 in Review
5 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Schwab Ariel Opportunities ETF (SAEF) for Q3 2025, worth a combined $7.94M — up 6.4% from $7.46M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of SAEF and 1 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 2 added.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $301K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $226K sold.
- 5 institutional investors held Schwab Ariel Opportunities ETF (SAEF) as of Q3 2025, down from 7 in Q2 2025.
- Funds reported $7.94M of Schwab Ariel Opportunities ETF stock for Q3 2025, up 6.4% quarter-over-quarter.
- 1 fund opened new Schwab Ariel Opportunities ETF positions in Q3 2025 and 3 closed out, a net change of -2 holders.
- The largest Schwab Ariel Opportunities ETF buyer in Q3 2025 was Wealth Enhancement Advisory Services, an estimated $301K added.
- The largest Schwab Ariel Opportunities ETF seller in Q3 2025 was Susquehanna International Group, an estimated $226K sold.
Based on aggregated 13F filings for Q3 2025.