IVES

Dan IVES Wedbush AI Revolution ETF

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
Holders
119
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
SPIA
101
Steward Partners Investment Advisory
New York
$15K
HNB
102
Huntington National Bank
Ohio
$13.3K
BWL
103
Bogart Wealth LLC
Virginia
$12.7K
JWA
104
JFS Wealth Advisors
Pennsylvania
$11.7K
VNA
105
Valley National Advisers
Pennsylvania
$11K
LB
106
Legacy Bridge
Iowa
$9.48K
NS
107
NBC Securities
Alabama
$9.48K
CA
108
Clearstead Advisors
Ohio
$9.1K
MA
109
Modus Advisors
Minnesota
$7.94K
HFS
110
Hughes Financial Services
Virginia
$5.31K
OP
111
ORG Partners
Indiana
$5.06K
IIM
112
IFC & Insurance Marketing
California
$3K
IAS
113
IMA Advisory Services
Colorado
$2.4K
AWM
114
Abound Wealth Management
Tennessee
$2.22K
DFA
115
DHJJ Financial Advisors
Illinois
$1.9K
BNP Paribas Financial Markets
116
BNP Paribas Financial Markets
France
$1.64K
CFD
117
Creative Financial Designs
Indiana
$790
TCM
118
Triumph Capital Management
Colorado
$695
AIM
119
Anchor Investment Management
South Carolina
$569
KFP
120
Kerr Financial Planning
California
$382
GS
121
GTS Securities
New York
PSCM
122
Per Stirling Capital Management
Texas
EAM
123
Everstar Asset Management
North Carolina
RCA
124
Runnymede Capital Advisors
Ohio
Barclays
125
Barclays
United Kingdom