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IVES

Dan IVES Wedbush AI Revolution ETF
IVES

119 hedge funds and large institutions have $229M invested in Dan IVES Wedbush AI Revolution ETF in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 54 increasing their positions, 14 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 14

217% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 12

136% more call options, than puts

Call options by funds: $2.44M | Put options by funds: $1.03M

108% more capital invested

Capital invested by funds: $110M → $229M (+$119M)

27% more funds holding

Funds holding: 94 → 119 (+25)

8.42% more ownership

Funds ownership: 15.4% → 23.83% (+8.4%)

Holders
119
Holders Change
+25
Holders Change %
+26.6%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
38
Increased
54
Reduced
14
Closed
12
Calls
$2.44M
Puts
$1.03M
Net Calls
+$1.41M
Net Calls Change
-$312K

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$80.9M
2
HighTower Advisors
HighTower Advisors
Illinois
+$10.9M
3
TWC
TD Waterhouse Canada
Ontario, Canada
+$6.56M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.63M
5
FHC
First Heartland Consultants
Missouri
+$4.08M

Top Sellers

1
CCS
Concentric Capital Strategies
Connecticut
-$8.75M
2
LPL Financial
LPL Financial
California
-$3.35M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.73M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$1.53M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
ORC
26
O'Rourke & Company
Massachusetts
$1.23M +$485K +14,834 +61%
PCM
27
Pennsylvania Capital Management
Pennsylvania
$1.2M +$840K +25,654 +210%
AWM
28
Apollon Wealth Management
South Carolina
$1.08M +$436K +13,333 +64%
Belvedere Trading
29
Belvedere Trading
Illinois
$1.04M -$553K -16,883 -34%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$999K -$1.73M -52,970 -63%
CAM
31
Cresset Asset Management
Illinois
$976K +$593K +18,125 +142%
CAM
32
Cozad Asset Management
Illinois
$947K +$126K +3,846 +15%
BW
33
BXM Wealth
Colorado
$900K +$2.96M +90,482 +816%
KAS
34
Kestra Advisory Services
Texas
$800K +$73.2K +2,236 +10%
CFG
35
CMC Financial Group
Georgia
$783K +$21.3K +652 +3%
PAG
36
Private Advisor Group
New Jersey
$722K +$747K +22,826 New
AF
37
Allworth Financial
California
$714K +$113K +3,442 +18%
Mariner
38
Mariner
Kansas
$713K +$331K +10,123 +81%
WEG
39
World Equity Group
Illinois
$679K +$982 +30 +0.1%
GAM
40
Griffin Asset Management
New York
$675K -$15.6K -477 -2%
FFA
41
Farther Finance Advisors
California
$658K +$284K +8,676 +71%
MS
42
Madden Securities
Texas
$643K +$16.4K +500 +3%
Brown Advisory
43
Brown Advisory
Maryland
$631K +$70.1K +2,141 +12%
IFG
44
Independent Financial Group
California
$629K +$397K +12,120 +156%
DC
45
Davenport & Co
Virginia
$586K +$14.9K +455 +3%
SF
46
Sun Financial
Utah
$586K +$606K +18,523 New
MA
47
Mutual Advisors
Nebraska
$523K +$52.4K +1,601 +11%
VA
48
VestGen Advisors
Illinois
$505K +$95.5K +2,917 +22%
EPG
49
Estate Planners Group
Pennsylvania
$501K +$519K +15,861 New
VCP
50
Verus Capital Partners
Arizona
$485K +$289K +8,816 +139%
1
2
3 4 5

IVES Hedge Fund Activity: Q4 2025 in Review

119 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Dan IVES Wedbush AI Revolution ETF (IVES) for Q4 2025, worth a combined $229M — up 108% from $110M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IVES positions and 12 closed out — a net gain of 26 holders — while 54 added to existing stakes and 14 trimmed.

The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $80.9M. The largest seller was Concentric Capital Strategies, cutting an estimated $8.75M.

  • 119 institutional investors held Dan IVES Wedbush AI Revolution ETF (IVES) as of Q4 2025, up from 94 in Q3 2025.
  • Funds reported $229M of Dan IVES Wedbush AI Revolution ETF stock for Q4 2025, up 108% quarter-over-quarter.
  • 38 funds opened new Dan IVES Wedbush AI Revolution ETF positions in Q4 2025 and 12 closed out, a net change of +26 holders.
  • The largest Dan IVES Wedbush AI Revolution ETF buyer in Q4 2025 was Thrivent Financial for Lutherans, an estimated $80.9M added.
  • The largest Dan IVES Wedbush AI Revolution ETF seller in Q4 2025 was Concentric Capital Strategies, an estimated $8.75M sold.

Based on aggregated 13F filings for Q4 2025.