IVES

Dan IVES Wedbush AI Revolution ETF

115 hedge funds and large institutions have $224M invested in Dan IVES Wedbush AI Revolution ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 53 increasing their positions, 14 reducing their positions, and 11 closing their positions.

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