Schwab Ariel Opportunities ETF
SAEF
SAEF was delisted on the 17th of July, 2026.
7 hedge funds and large institutions have $4.66M invested in Schwab Ariel Opportunities ETF in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 7 → 7 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
13.19% less ownership
Funds ownership: 33.44% → 20.24% (-13%)
45% less capital invested
Capital invested by funds: $8.51M → $4.66M (-$3.85M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$36.3K |
| 2 |
Morgan Stanley
New York
|
+$8.81K |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$29 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$3.73M |
| 2 |
WETS
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
|
-$46.5K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $4.18M | -$3.73M | -129,961 | -46% |
|
|
FTUS
2
Flow Traders U.S.
New York
| $362K | +$36.3K | +1,266 | +11% |
|
|
WETS
3
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
| $58.1K | -$46.5K | -1,621 | -43% |
|
|
WOSD
4
WFA of San Diego
San Diego,
California
| $52.6K | – | – | – |
|
|
5
Morgan Stanley
New York
| $8.47K | +$8.81K | +307 | +30,700% |
|
|
SG
6
Sankala Group
Lyons,
Colorado
| $4.64K | – | – | – |
|
|
7
Fidelity Investments
Boston,
Massachusetts
| $28 | +$29 | +1 | New |
|
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$5K | -200 | Closed |
|
SAEF Hedge Fund Activity: Q1 2026 in Review
7 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Schwab Ariel Opportunities ETF (SAEF) for Q1 2026, worth a combined $4.66M — down 45% from $8.51M a quarter earlier.
Fund positioning in SAEF was balanced in Q1 2026: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 2 trimmed.
The largest buyer was Flow Traders U.S., adding an estimated $36.3K. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $3.73M.
- 7 institutional investors held Schwab Ariel Opportunities ETF (SAEF) as of Q1 2026, unchanged from Q4 2025.
- Funds reported $4.66M of Schwab Ariel Opportunities ETF stock for Q1 2026, down 45% quarter-over-quarter.
- 1 fund opened new Schwab Ariel Opportunities ETF positions in Q1 2026 and 1 closed out, a net change of 0 holders.
- The largest Schwab Ariel Opportunities ETF buyer in Q1 2026 was Flow Traders U.S., an estimated $36.3K added.
- The largest Schwab Ariel Opportunities ETF seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $3.73M sold.
Based on aggregated 13F filings for Q1 2026.