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IVES

Dan IVES Wedbush AI Revolution ETF
IVES

94 hedge funds and large institutions have $110M invested in Dan IVES Wedbush AI Revolution ETF in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 21 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 5

589% more call options, than puts

Call options by funds: $2.01M | Put options by funds: $292K

320% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 5

206% more capital invested

Capital invested by funds: $35.8M → $110M (+$73.8M)

141% more funds holding

Funds holding: 39 → 94 (+55)

1.08% more ownership

Funds ownership: 14.33% → 15.4% (+1.1%)

Holders
94
Holders Change
+55
Holders Change %
+141.03%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
60
Increased
21
Reduced
5
Closed
5
Calls
$2.01M
Puts
$292K
Net Calls
+$1.72M
Net Calls Change
+$1.72M

Top Buyers

Rank Fund Capital Flow
1
WS
Wedbush Securities
California
+$10.7M
2
HighTower Advisors
HighTower Advisors
Illinois
+$5.65M
3
FHC
First Heartland Consultants
Missouri
+$5.31M
4
CCS
Concentric Capital Strategies
Connecticut
+$4.92M
5
LPL Financial
LPL Financial
California
+$4.29M

Top Sellers

Rank Fund Capital Flow
1
GS
GTS Securities
New York
-$5.77M
2
BI
Bramshill Investments
Florida
-$1.11M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.05M
4
GSIAS
Garden State Investment Advisory Services
New Jersey
-$589K
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$94.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
ORC
26
O'Rourke & Company
Massachusetts
$777K +$695K +24,194 New
CFG
27
CMC Financial Group
Georgia
$775K +$693K +24,117 New
KAS
28
Kestra Advisory Services
Texas
$741K +$318K +11,064 +92%
GAM
29
Griffin Asset Management
New York
$701K +$17.2K +600 +3%
WEG
30
World Equity Group
Illinois
$689K +$617K +21,463 New
AWM
31
Apollon Wealth Management
South Carolina
$674K +$603K +20,992 New
MS
32
Madden Securities
Texas
$637K – – –
EAM
33
Everstar Asset Management
North Carolina
$618K +$553K +19,234 New
AF
34
Allworth Financial
California
$615K +$550K +19,137 New
DC
35
Davenport & Co
Virginia
$580K +$519K +18,070 New
Brown Advisory
36
Brown Advisory
Maryland
$573K +$4.71K +164 +0.9%
MA
37
Mutual Advisors
Nebraska
$498K +$429K +14,933 New
Raymond James Financial
38
Raymond James Financial
Florida
$469K +$420K +14,595 New
MSA
39
Marino Stram & Associates
Massachusetts
$440K +$117K +4,070 +42%
VA
40
VestGen Advisors
Illinois
$419K +$375K +13,047 New
CAM
41
Cresset Asset Management
Illinois
$410K +$367K +12,753 New
RCA
42
Runnymede Capital Advisors
Ohio
$408K +$365K +12,713 New
Mariner
43
Mariner
Kansas
$399K +$93.2K +3,244 +35%
PCM
44
Pennsylvania Capital Management
Pennsylvania
$392K +$351K +12,205 New
FFA
45
Farther Finance Advisors
California
$390K +$349K +12,149 New
BW
46
BXM Wealth
Colorado
$384K +$319K +11,090 New
USCWA
47
U.S. Capital Wealth Advisors
Texas
$382K +$341K +11,880 New
EWA
48
Evolution Wealth Advisors
Florida
$360K +$322K +11,200 New
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$355K +$244K +8,502 +330%
KWA
50
Kellett Wealth Advisors
Ohio
$339K +$304K +10,561 New
1
2
3 4

IVES Hedge Fund Activity: Q3 2025 in Review

94 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Dan IVES Wedbush AI Revolution ETF (IVES) for Q3 2025, worth a combined $110M — up 206% from $35.8M a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new IVES positions and 5 closed out — a net gain of 55 holders — while 21 added to existing stakes and 5 trimmed.

The largest buyer was Wedbush Securities, adding an estimated $10.7M. The largest seller was GTS Securities, cutting an estimated $5.77M.

  • 94 institutional investors held Dan IVES Wedbush AI Revolution ETF (IVES) as of Q3 2025, up from 39 in Q2 2025.
  • Funds reported $110M of Dan IVES Wedbush AI Revolution ETF stock for Q3 2025, up 206% quarter-over-quarter.
  • 60 funds opened new Dan IVES Wedbush AI Revolution ETF positions in Q3 2025 and 5 closed out, a net change of +55 holders.
  • The largest Dan IVES Wedbush AI Revolution ETF buyer in Q3 2025 was Wedbush Securities, an estimated $10.7M added.
  • The largest Dan IVES Wedbush AI Revolution ETF seller in Q3 2025 was GTS Securities, an estimated $5.77M sold.

Based on aggregated 13F filings for Q3 2025.