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Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
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WSR Indexes
Institutional Conviction Index
Stock index based on fund manager consensus updated each quarter
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繁體中文
IMC Chicago’s
Applied Finance IVS US SMID ETF
IVSS
Stock Holding History
IMC Chicago’s Portfolio
IVSS Stock Details
IVSS Fund Activity
Bought
Maintained
Sold
Call Options
Put Options
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q3
$2.51M
Buy
97,200
+22,900
+31%
+$691K
﹤0.01%
2932
2026
Q2
$5.04M
Buy
+74,300
New
+$2.09M
﹤0.01%
2088
Other funds holding IVSS
EverSource Wealth Advisors
Birmingham, Alabama
$3.11B AUM
21.48%
1-Year Est. Return
Atwood & Palmer
Kansas City, Missouri
$1.95B AUM
16%
1-Year Est. Return
Farther Finance Advisors
San Francisco, California
$14.2B AUM
18.33%
1-Year Est. Return
Accurate Wealth Management
Wesley Chapel, Florida
$1.16B AUM
24.67%
1-Year Est. Return
Newman Dignan & Sheerar Inc
Providence, Rhode Island
$525M AUM
18.66%
1-Year Est. Return
Old Port Advisors
Portland, Maine
$500M AUM
40.17%
1-Year Est. Return
Tectonic Advisors
Frisco, Texas
$2.16B AUM
10.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Institutional Conviction Index
Stock index based on fund manager consensus updated each quarter
Theme
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