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IVES

Dan IVES Wedbush AI Revolution ETF
IVES

133 hedge funds and large institutions have $179M invested in Dan IVES Wedbush AI Revolution ETF in 2026 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 46 increasing their positions, 27 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

927% more call options, than puts

Call options by funds: $6.18M | Put options by funds: $602K

106% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 17

70% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 27

23% more capital invested

Capital invested by funds: $146M → $179M (+$33.8M)

11% more funds holding

Funds holding: 120 → 133 (+13)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.75% less ownership

Funds ownership: 16.88% → 16.13% (-0.75%)

Holders
133
Holders Change
+13
Holders Change %
+10.83%
% of All Funds
1.61%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
46
Reduced
27
Closed
17
Calls
$6.18M
Puts
$602K
Net Calls
+$5.58M
Net Calls Change
+$4.92M

Top Buyers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
+$5.91M
2
AWM
Avior Wealth Management
Nebraska
+$3.74M
3
Stifel Financial
Stifel Financial
Missouri
+$3.46M
4
Brown Advisory
Brown Advisory
Maryland
+$2.89M
5
HighTower Advisors
HighTower Advisors
Illinois
+$2.79M

Top Sellers

Rank Fund Capital Flow
1
WS
Wedbush Securities
California
-$23.1M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$7.61M
3
TWC
TD Waterhouse Canada
Ontario, Canada
-$7.15M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.33M
5
QC
Quadrature Capital
United Kingdom
-$913K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$611K +$96.6K +2,742 +21%
CAM
52
Cresset Asset Management
Illinois
$584K +$88K +2,500 +19%
AWE
53
Avidian Wealth Enterprises
Texas
$571K +$528K +14,998 New
VA
54
VestGen Advisors
Illinois
$549K -$7.04K -200 -1%
SPC
55
Sigma Planning Corp
Michigan
$543K +$20.4K +578 +4%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$543K +$70.8K +2,010 +16%
XT
57
XTX Topco
Cayman Islands
$537K +$497K +14,104 New
CIBC World Market
58
CIBC World Market
Ontario, Canada
$482K +$48.7K +1,383 +12%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$475K -$2.29K -65 -0.5%
HSA
60
HBK Sorce Advisory
Pennsylvania
$440K +$91.5K +2,598 +29%
FWSM
61
First Wilshire Securities Management
California
$438K – – –
MG
62
Marex Group
$402K +$372K +10,559 New
RWM
63
Ritholtz Wealth Management
New York
$394K +$6.66K +189 +2%
AQR Capital Management
64
AQR Capital Management
Connecticut
$381K – – –
EWA
65
Evolution Wealth Advisors
Florida
$363K +$5.81K +165 +2%
CIA
66
Concurrent Investment Advisors
Florida
$359K +$332K +9,428 New
Lido Advisors
67
Lido Advisors
California
$359K -$185K -5,248 -36%
IP
68
Intellectus Partners
California
$343K +$317K +9,005 New
Fidelity Investments
69
Fidelity Investments
Massachusetts
$321K +$296K +8,413 New
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$317K +$32.3K +916 +12%
BHPW
71
Box Hill Private Wealth
Arizona
$316K -$156K -4,419 -35%
VCM
72
Vines Capital Management
Louisiana
$308K +$285K +8,094 New
CA
73
CV Advisors
Florida
$304K – – –
KWA
74
Kellett Wealth Advisors
Ohio
$300K – – –
Osaic Holdings
75
Osaic Holdings
Arizona
$290K +$136K +3,870 +104%
1 2
3
4 5

IVES Hedge Fund Activity: Q2 2026 in Review

133 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in Dan IVES Wedbush AI Revolution ETF (IVES) for Q2 2026, worth a combined $179M — up 23% from $146M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IVES positions and 17 closed out — a net gain of 18 holders — while 46 added to existing stakes and 27 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $5.91M. The largest seller was Wedbush Securities, cutting an estimated $23.1M.

  • 133 institutional investors held Dan IVES Wedbush AI Revolution ETF (IVES) as of Q2 2026, up from 120 in Q1 2026.
  • Funds reported $179M of Dan IVES Wedbush AI Revolution ETF stock for Q2 2026, up 23% quarter-over-quarter.
  • 35 funds opened new Dan IVES Wedbush AI Revolution ETF positions in Q2 2026 and 17 closed out, a net change of +18 holders.
  • The largest Dan IVES Wedbush AI Revolution ETF buyer in Q2 2026 was Raymond James Financial, an estimated $5.91M added.
  • The largest Dan IVES Wedbush AI Revolution ETF seller in Q2 2026 was Wedbush Securities, an estimated $23.1M sold.

Based on aggregated 13F filings for Q2 2026.