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IVES

Dan IVES Wedbush AI Revolution ETF
IVES

39 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 39 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

14.33% more ownership

Funds ownership: 0% → 14.33% (+14%)

Holders
39
Holders Change
+39
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
39
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WS
Wedbush Securities
California
+$8.7M
2
GS
GTS Securities
New York
+$6.08M
3
Citadel Advisors
Citadel Advisors
Florida
+$4.71M
4
CCS
Concentric Capital Strategies
Connecticut
+$4.1M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.04M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
26
Albion Financial Group
Utah
$27.1K +$26.2K +1,000 New
EWM
27
Evolution Wealth Management
Florida
$21.1K +$20.3K +777 New
AWM
28
Abound Wealth Management
Tennessee
$15.3K +$14.8K +565 New
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$14K +$13.1K +500 New
SPIA
30
Steward Partners Investment Advisory
New York
$10.7K +$10.3K +394 New
CMP
31
Coston McIsaac & Partners
Maine
$9K +$9.15K +350 New
CA
32
Clearstead Advisors
Ohio
$7.81K +$7.53K +288 New
SIC
33
Salem Investment Counselors
North Carolina
$6.78K +$6.54K +250 New
TRCT
34
Tower Research Capital (TRC)
New York
$4.99K +$4.81K +184 New
BWL
35
Bogart Wealth LLC
Virginia
$2.71K +$2.62K +100 New
IAS
36
IMA Advisory Services
Colorado
$2.06K +$1.99K +76 New
LB
37
Legacy Bridge
Iowa
$1.36K +$1.31K +50 New
PPA
38
Painted Porch Advisors
California
$1.03K +$994 +38 New
AIM
39
Anchor Investment Management
South Carolina
$488 +$471 +18 New
1
2

IVES Hedge Fund Activity: Q2 2025 in Review

39 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Dan IVES Wedbush AI Revolution ETF (IVES) for Q2 2025, worth a combined $35.8M.

Buyers outnumbered sellers: 39 funds opened new IVES positions and 0 closed out — a net gain of 39 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Wedbush Securities, opening a new position worth an estimated $8.7M.

  • 39 institutional investors held Dan IVES Wedbush AI Revolution ETF (IVES) as of Q2 2025, up from 0 in Q1 2025.
  • Funds reported $35.8M of Dan IVES Wedbush AI Revolution ETF stock for Q2 2025.
  • 39 funds opened new Dan IVES Wedbush AI Revolution ETF positions in Q2 2025 and 0 closed out, a net change of +39 holders.
  • The largest Dan IVES Wedbush AI Revolution ETF buyer in Q2 2025 was Wedbush Securities, an estimated $8.7M added.

Based on aggregated 13F filings for Q2 2025.