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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
JP Morgan Chase
76
JP Morgan Chase
New York
$15.7K +$14K +488 New
SPIA
77
Steward Partners Investment Advisory
New York
$15.2K +$2.3K +80 +20%
CMP
78
Coston McIsaac & Partners
Maine
$11K +$604 +21 +6%
IA
79
IFP Advisors
Florida
$9.64K +$8.62K +300 New
CA
80
Clearstead Advisors
Ohio
$9.25K – – –
Osaic Holdings
81
Osaic Holdings
Arizona
$7.08K +$7.19K +250 New
FWM
82
FSA Wealth Management
Massachusetts
$6.42K +$5.75K +200 New
HFS
83
Hughes Financial Services
Virginia
$5.69K +$4.83K +168 New
OP
84
ORG Partners
Indiana
$4.17K +$3.74K +130 New
SS
85
Sunbelt Securities
Texas
$3.6K +$3.22K +112 New
BWL
86
Bogart Wealth LLC
Virginia
$3.21K – – –
HNB
87
Huntington National Bank
Ohio
$3.21K – – –
IAS
88
IMA Advisory Services
Colorado
$2.44K – – –
AWM
89
Abound Wealth Management
Tennessee
$2.25K -$14.2K -495 -88%
LB
90
Legacy Bridge
Iowa
$1.61K – – –
PPA
91
Painted Porch Advisors
California
$1.22K – – –
DFA
92
DHJJ Financial Advisors
Illinois
$964 +$862 +30 New
AIM
93
Anchor Investment Management
South Carolina
$578 – – –
KFP
94
Kerr Financial Planning
California
$420 +$374 +13 New
CA
95
CoreCap Advisors
Michigan
$321 +$287 +10 New
BI
96
Bramshill Investments
Florida
– -$1.11M -41,000 Closed
GSIAS
97
Garden State Investment Advisory Services
New Jersey
– -$589K -21,714 Closed
AFG
98
Albion Financial Group
Utah
– -$27.1K -1,000 Closed
SIC
99
Salem Investment Counselors
North Carolina
– -$6.78K -250 Closed
TRCT
100
Tower Research Capital (TRC)
New York
– -$4.99K -184 Closed
1 2 3
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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.