Schwab Ariel Opportunities ETF
SAEF
SAEF
5 hedge funds and large institutions have $3.66M invested in Schwab Ariel Opportunities ETF in 2023 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
5
Holders Change
-1
Holders Change %
-16.67%
% of All Funds
0.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
3
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.02M |
| 2 |
SPW
Sonoma Private Wealth
Sonoma,
California
|
$338K |
| 3 |
UBS Group
Zurich,
Switzerland
|
$46.6K |
Top Sellers
| 1 |
FTUS
Flow Traders U.S.
New York
|
$216K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$0 |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
1
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $3.02M | +$1.24M | +60,785 | +70% |
|
|
SPW
2
Sonoma Private Wealth
Sonoma,
California
| $338K | +$55.4K | +2,720 | +20% |
|
|
FTUS
3
Flow Traders U.S.
New York
| $216K | -$60.6K | -2,976 | -22% |
|
|
4
UBS Group
Zurich,
Switzerland
| $46.6K | +$38.4K | +1,887 | +472% |
|
|
WOSD
5
WFA of San Diego
San Diego,
California
| $39K | – | – | – |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$16K | -710 | Closed |
|