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Schwab Ariel Opportunities ETF
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Overview Fund Activity

6 hedge funds and large institutions have $2.63M invested in Schwab Ariel Opportunities ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
6
Holders Change
+2
Holders Change %
+50%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
3
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$1.95M
2
WOSD
WFA of San Diego
California
$42.6K
3
FTUS
Flow Traders U.S.
New York
$303K
4
UBS Group
UBS Group
Switzerland
$8.91K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$16K

Top Sellers

1
SPW
Sonoma Private Wealth
California
$309K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$1.95M +$1.07M +48,218 +123%
SPW
2
Sonoma Private Wealth
California
$309K -$132K -5,938 -30%
FTUS
3
Flow Traders U.S.
New York
$303K +$18.4K +827 +6%
WOSD
4
WFA of San Diego
California
$42.6K +$42.6K +1,913 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$16K +$5.52K +245 +53%
UBS Group
6
UBS Group
Switzerland
$8.91K +$8.91K +400 New