Schwab Ariel Opportunities ETF
SAEF
SAEF
4 hedge funds and large institutions have $7.65M invested in Schwab Ariel Opportunities ETF in 2024 Q4 according to their latest regulatory filings, with funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
4
Holders Change
-2
Holders Change %
-33.33%
% of All Funds
0.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
2
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.34M |
| 2 |
UBS Group
Zurich,
Switzerland
|
$9.68K |
Top Sellers
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1K |
| 2 |
SPW
Sonoma Private Wealth
Sonoma,
California
|
$295K |
| 3 |
Morgan Stanley
New York
|
$0 |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
1
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $7.34M | +$117K | +4,331 | +2% |
|
|
SPW
2
Sonoma Private Wealth
Sonoma,
California
| $295K | -$2.83K | -105 | -1% |
|
|
3
UBS Group
Zurich,
Switzerland
| $9.68K | +$8.84K | +328 | +1,058% |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | -$73.7K | -2,947 | -99% |
|
|
5
Morgan Stanley
New York
| – | -$50 | -1 | Closed |
|