IVES

Dan IVES Wedbush AI Revolution ETF

116 hedge funds and large institutions have $225M invested in Dan IVES Wedbush AI Revolution ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 53 increasing their positions, 14 reducing their positions, and 12 closing their positions.

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