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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
CIBC World Market
51
CIBC World Market
Ontario, Canada
$457K +$142K +4,345 +43%
AWM
52
AE Wealth Management
Kansas
$453K +$469K +14,323 New
Lido Advisors
53
Lido Advisors
California
$448K +$463K +14,141 New
EWM
54
Empirical Wealth Management
Washington
$444K +$459K +14,040 New
MSA
55
Marino Stram & Associates
Massachusetts
$441K +$8.51K +260 +2%
Simplex Trading
56
Simplex Trading
Illinois
$432K -$712K -21,742 -61%
KWA
57
Kellett Wealth Advisors
Ohio
$387K +$55K +1,680 +16%
AQR Capital Management
58
AQR Capital Management
Connecticut
$381K +$394K +12,050 New
MML Investors Services
59
MML Investors Services
Massachusetts
$364K +$65.2K +1,991 +21%
FWSM
60
First Wilshire Securities Management
California
$364K +$376K +11,500 New
EWA
61
Evolution Wealth Advisors
Florida
$349K -$5.56K -170 -2%
BHPW
62
Box Hill Private Wealth
Arizona
$322K +$334K +10,196 New
DWP
63
Daymark Wealth Partners
Ohio
$286K +$296K +9,037 New
CA
64
CV Advisors
Florida
$252K – – –
JIP
65
Jaffetilchin Investment Partners
Florida
$250K +$259K +7,914 New
IFWM
66
Institute for Wealth Management
Colorado
$244K +$253K +7,729 New
HSA
67
HBK Sorce Advisory
Pennsylvania
$243K +$262K +7,991 New
PWA
68
Primoris Wealth Advisors
Florida
$237K – – –
IAIM
69
International Assets Investment Management
Florida
$235K +$244K +7,443 New
SAM
70
Seelaus Asset Management
New Jersey
$226K +$234K +7,165 New
WMA
71
Wealth Management Associates
New Jersey
$226K +$234K +7,150 New
CFP
72
Curran Financial Partners
South Carolina
$217K +$225K +6,872 New
RWM
73
Ritholtz Wealth Management
New York
$208K +$5.27K +161 +3%
SPC
74
Sigma Planning Corp
Michigan
$206K +$213K +6,512 New
IA
75
IAM Advisory
Pennsylvania
$204K +$851 +26 +0.4%
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.