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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
CIBC World Market
51
CIBC World Market
Ontario, Canada
$325K +$291K +10,121 New
MML Investors Services
52
MML Investors Services
Massachusetts
$306K +$274K +9,539 New
Barclays
53
Barclays
United Kingdom
$257K +$230K +8,000 New
CA
54
CV Advisors
Florida
$256K +$229K +7,982 New
IFG
55
Independent Financial Group
California
$249K +$223K +7,764 New
PWA
56
Primoris Wealth Advisors
Florida
$241K +$216K +7,500 New
SOS
57
Silver Oak Securities
Tennessee
$233K +$209K +7,255 New
VCP
58
Verus Capital Partners
Arizona
$210K +$182K +6,335 New
IA
59
IAM Advisory
Pennsylvania
$207K +$185K +6,430 New
VA
60
Valmark Advisers
Ohio
$206K +$185K +6,419 New
RWM
61
Ritholtz Wealth Management
New York
$206K +$184K +6,416 New
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$127K +$113K +3,940 New
Group One Trading
63
Group One Trading
Illinois
$99.3K +$88.8K +3,090 New
CIBC Private Wealth Group
64
CIBC Private Wealth Group
Georgia
$85.3K +$23.1K +805 +44%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$77.1K -$94.9K -3,300 -58%
FDCDDQ
66
Federation des caisses Desjardins du Quebec
Quebec, Canada
$73.8K +$66.1K +2,300 New
ASN
67
Advisory Services Network
Georgia
$56.7K +$50.7K +1,765 New
Wells Fargo
68
Wells Fargo
California
$48.2K +$43.1K +1,500 New
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$44K +$25.4K +885 +177%
TCM
70
TD Capital Management
Tennessee
$34.7K +$31K +1,080 New
US Bancorp
71
US Bancorp
Minnesota
$28.9K +$25.9K +900 New
PS
72
Principal Securities
Iowa
$25.7K +$23K +800 New
EWM
73
Evolution Wealth Management
Florida
$25K – – –
JWA
74
JFS Wealth Advisors
Pennsylvania
$19.9K -$19.7K -687 -53%
CSB
75
City State Bank
Iowa
$16.1K +$14.4K +500 New
1 2
3
4

IVES Hedge Fund Activity: Q3 2025 in Review

94 of the 7,620 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.