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Schwab Ariel Opportunities ETF

4 hedge funds and large institutions have $5.38M invested in Schwab Ariel Opportunities ETF in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4
Holders Change
-1
Holders Change %
-20%
% of All Funds
0.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
2
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$4.95M +$1.5M +64,142 +43%
SPW
2
Sonoma Private Wealth
California
$390K +$2.54K +109 +0.7%
UBS Group
3
UBS Group
Switzerland
$29.8K -$23.6K -1,011 -44%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9K +$9K +394 New
FTUS
5
Flow Traders U.S.
New York
-$216K -10,606 Closed