Dan IVES Wedbush AI Revolution ETF
IVES
120 hedge funds and large institutions have $146M invested in Dan IVES Wedbush AI Revolution ETF in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 48 increasing their positions, 28 reducing their positions, and 21 closing their positions.
71% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 28
63% more call options, than puts
Call options by funds: $1.73M | Put options by funds: $1.06M
24% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 21
1% more funds holding
Funds holding: 119 → 120 (+1)
6.95% less ownership
Funds ownership: 23.83% → 16.88% (-7%)
36% less capital invested
Capital invested by funds: $229M → $146M (-$82.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NWWA
New Wave Wealth Advisors
Springdale,
Arkansas
|
+$8.2M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$8.06M |
| 3 |
WF
Willow Financial
Rogers,
Arkansas
|
+$4.84M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$4.13M |
| 5 |
WS
Wedbush Securities
Los Angeles,
California
|
+$3.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$78.1M |
| 2 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$7.52M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.33M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.94M |
| 5 |
BW
BXM Wealth
Englewood,
Colorado
|
-$2.16M |
IVES Hedge Fund Activity: Q1 2026 in Review
120 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Dan IVES Wedbush AI Revolution ETF (IVES) for Q1 2026, worth a combined $146M — down 36% from $229M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new IVES positions and 21 closed out — a net gain of 5 holders — while 48 added to existing stakes and 28 trimmed.
The largest buyer was New Wave Wealth Advisors, opening a new position worth an estimated $8.2M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $78.1M sold.
- 120 institutional investors held Dan IVES Wedbush AI Revolution ETF (IVES) as of Q1 2026, up from 119 in Q4 2025.
- Funds reported $146M of Dan IVES Wedbush AI Revolution ETF stock for Q1 2026, down 36% quarter-over-quarter.
- 26 funds opened new Dan IVES Wedbush AI Revolution ETF positions in Q1 2026 and 21 closed out, a net change of +5 holders.
- The largest Dan IVES Wedbush AI Revolution ETF buyer in Q1 2026 was New Wave Wealth Advisors, an estimated $8.2M added.
- The largest Dan IVES Wedbush AI Revolution ETF seller in Q1 2026 was Thrivent Financial for Lutherans, an estimated $78.1M sold.
Based on aggregated 13F filings for Q1 2026.