Schwab Ariel Opportunities ETF
SAEF
SAEF was delisted on the 17th of July, 2026.
7 hedge funds and large institutions have $8.51M invested in Schwab Ariel Opportunities ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
40% more funds holding
Funds holding: 5 → 7 (+2)
7% more capital invested
Capital invested by funds: $7.94M → $8.51M (+$571K)
1.74% more ownership
Funds ownership: 31.69% → 33.44% (+1.7%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$325K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.42K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$142K |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$28 |
| 3 |
Morgan Stanley
New York
|
-$27 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $8.02M | +$325K | +11,972 | +4% |
|
|
FTUS
2
Flow Traders U.S.
New York
| $327K | -$142K | -5,239 | -31% |
|
|
WETS
3
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
| $103K | +$101K | +3,732 | New |
|
|
WOSD
4
WFA of San Diego
San Diego,
California
| $52.6K | – | – | – |
|
|
SG
5
Sankala Group
Lyons,
Colorado
| $5.12K | +$4.64K | +171 | New |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $5K | +$5.42K | +200 | New |
|
|
7
Morgan Stanley
New York
| $34 | -$27 | -1 | -50% |
|
|
8
Fidelity Investments
Boston,
Massachusetts
| – | -$28 | -1 | Closed |
|
SAEF Hedge Fund Activity: Q4 2025 in Review
7 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in Schwab Ariel Opportunities ETF (SAEF) for Q4 2025, worth a combined $8.51M — up 7.2% from $7.94M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SAEF positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $325K. The largest seller was Flow Traders U.S., cutting an estimated $142K.
- 7 institutional investors held Schwab Ariel Opportunities ETF (SAEF) as of Q4 2025, up from 5 in Q3 2025.
- Funds reported $8.51M of Schwab Ariel Opportunities ETF stock for Q4 2025, up 7.2% quarter-over-quarter.
- 3 funds opened new Schwab Ariel Opportunities ETF positions in Q4 2025 and 1 closed out, a net change of +2 holders.
- The largest Schwab Ariel Opportunities ETF buyer in Q4 2025 was Wealth Enhancement Advisory Services, an estimated $325K added.
- The largest Schwab Ariel Opportunities ETF seller in Q4 2025 was Flow Traders U.S., an estimated $142K sold.
Based on aggregated 13F filings for Q4 2025.