Schwab Ariel Opportunities ETF
SAEF
SAEF
7 hedge funds and large institutions have $8.51M invested in Schwab Ariel Opportunities ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Holders
7
Holding in Top 10
–
Calls
–
Puts
–
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $8.02M |
|
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|
FTUS
2
Flow Traders U.S.
New York
| $327K |
|
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|
WETS
3
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
| $103K |
|
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|
WOSD
4
WFA of San Diego
San Diego,
California
| $52.6K |
|
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|
SGL
5
Sankala Group LLC
Lyons,
Colorado
| $5.12K |
|
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6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $5K |
|
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7
Morgan Stanley
New York
| $34 |
|
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8
Fidelity Investments
Boston,
Massachusetts
| – |
|