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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
VA
76
Valmark Advisers
Ohio
$203K – – –
SOS
77
Silver Oak Securities
Tennessee
$202K -$30.2K -922 -13%
TWD
78
True Wealth Design
Ohio
$195K +$202K +6,166 New
Morgan Stanley
79
Morgan Stanley
New York
$155K +$161K +4,915 New
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$125K +$491 +15 +0.4%
CCAM
81
Cascades Capital Asset Management
North Carolina
$124K +$128K +3,910 New
Osaic Holdings
82
Osaic Holdings
Arizona
$105K +$101K +3,078 +1,231%
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$105K +$63.7K +1,945 +140%
CIBC Private Wealth Group
84
CIBC Private Wealth Group
Georgia
$88.5K +$4.75K +145 +5%
FDCDDQ
85
Federation des caisses Desjardins du Quebec
Quebec, Canada
$84.8K +$12.6K +385 +17%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$75.9K – – –
SS
87
Sunbelt Securities
Texas
$74K +$72.9K +2,228 +1,989%
TWM
88
Tripletail Wealth Management
Florida
$66.4K +$68.7K +2,100 New
UBS Group
89
UBS Group
Switzerland
$48.4K +$50.1K +1,532 New
Group One Trading
90
Group One Trading
Illinois
$41.3K -$58.4K -1,785 -58%
CMP
91
Coston McIsaac & Partners
Maine
$35K +$24.7K +755 +204%
TCM
92
TD Capital Management
Tennessee
$34.3K +$131 +4 +0.4%
MCM
93
MAI Capital Management
Ohio
$31.6K +$32.7K +1,000 New
SAG
94
SageView Advisory Group
California
$29.3K +$30.3K +926 New
Bank of America
95
Bank of America
North Carolina
$29.2K +$30.3K +925 New
US Bancorp
96
US Bancorp
Minnesota
$28.4K – – –
PFO
97
Pioneer Family Office
Florida
$26.9K +$27.8K +850 New
NFSG
98
Newbridge Financial Services Group
Florida
$24K +$24.9K +760 New
CSB
99
City State Bank
Iowa
$15.8K – – –
JP Morgan Chase
100
JP Morgan Chase
New York
$15K -$393 -12 -2%
2 3
4
5 6

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.