IVES

Dan IVES Wedbush AI Revolution ETF

115 hedge funds and large institutions have $224M invested in Dan IVES Wedbush AI Revolution ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 53 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.44M
Puts
$1.03M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
51
Empirical Wealth Management
Washington
$444K
MSA
52
Marino Stram & Associates
Massachusetts
$441K
Simplex Trading
53
Simplex Trading
Illinois
$432K
KWA
54
Kellett Wealth Advisors
Ohio
$387K
AQR Capital Management
55
AQR Capital Management
Connecticut
$381K
MML Investors Services
56
MML Investors Services
Massachusetts
$364K
FWSM
57
First Wilshire Securities Management
California
$364K
EWA
58
Evolution Wealth Advisors
Florida
$349K
BHPW
59
Box Hill Private Wealth
Arizona
$322K
DWP
60
Daymark Wealth Partners
Ohio
$286K
CA
61
CV Advisors
Florida
$252K
JIP
62
Jaffetilchin Investment Partners
Florida
$250K
IFWM
63
Institute for Wealth Management
Colorado
$244K
HSA
64
HBK Sorce Advisory
Pennsylvania
$243K
PWA
65
Primoris Wealth Advisors
Florida
$237K
IAIM
66
International Assets Investment Management
Florida
$235K
SAM
67
Seelaus Asset Management
New Jersey
$226K
WMA
68
Wealth Management Associates
New Jersey
$226K
CFP
69
Curran Financial Partners
South Carolina
$217K
RWM
70
Ritholtz Wealth Management
New York
$208K
SPC
71
Sigma Planning Corp
Michigan
$206K
IA
72
IAM Advisory
Pennsylvania
$204K
VA
73
Valmark Advisers
Ohio
$203K
SOS
74
Silver Oak Securities
Tennessee
$202K
TWD
75
True Wealth Design
Ohio
$195K