IVES

Dan IVES Wedbush AI Revolution ETF
IVES

Overview Fund Activity

38 hedge funds and large institutions have $35.8M invested in Dan IVES Wedbush AI Revolution ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
38
Holders Change
+38
Holders Change %
–
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
38
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WS
1
Wedbush Securities
California
$9.02M
2
GS
2
GTS Securities
New York
$6.3M
3
Citadel Advisors
3
Citadel Advisors
Florida
$4.88M
4
CCS
4
Concentric Capital Strategies
Connecticut
$4.25M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.12M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
WS
1
Wedbush Securities
California
$9.02M 332,717 +332,717 New
GS
2
GTS Securities
New York
$6.3M 232,391 +232,391 New
Citadel Advisors
3
Citadel Advisors
Florida
$4.88M 179,923 +179,923 New
CCS
4
Concentric Capital Strategies
Connecticut
$4.25M 156,715 +156,715 New
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.12M 78,093 +78,093 New
BI
6
Bramshill Investments
Florida
$1.11M 41,000 +41,000 New
KF
7
Krilogy Financial
Missouri
$911K 33,586 +33,586 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$885K 32,660 +32,660 New
SCA
9
Snowden Capital Advisors
New York
$675K 24,885 +24,885 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$599K 22,078 +22,078 New
GSIAS
11
Garden State Investment Advisory Services
New Jersey
$589K 21,714 +21,714 New
GAM
12
Griffin Asset Management
New York
$575K 21,224 +21,224 New
Stifel Financial
13
Stifel Financial
Missouri
$540K 19,927 +19,927 New
MS
14
Madden Securities
Texas
$538K 19,835 +19,835 New
Brown Advisory
15
Brown Advisory
Maryland
$479K 17,670 +17,670 New
HighTower Advisors
16
HighTower Advisors
Illinois
$406K 14,963 +14,963 New
FHC
17
First Heartland Consultants
Missouri
$356K 13,127 +13,127 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$329K 12,147 +12,147 New
KAS
19
Kestra Advisory Services
Texas
$326K 12,016 +12,016 New
MSA
20
Marino Stram & Associates
Massachusetts
$261K 9,627 +9,627 New
Mariner
21
Mariner
Kansas
$249K 9,189 +9,189 New
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$155K 5,700 +5,700 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$69K 2,578 +2,578 New
JWA
24
JFS Wealth Advisors
Pennsylvania
$35.4K 1,307 +1,307 New
AFG
25
Albion Financial Group
Utah
$27.1K 1,000 +1,000 New
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