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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
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 +$9.85K +301 +301%
JWA
104
JFS Wealth Advisors
Pennsylvania
$11.7K -$8.18K -250 -40%
VNA
105
Valley National Advisers
Pennsylvania
$11K +$11.5K +350 New
LB
106
Legacy Bridge
Iowa
$9.48K +$8.18K +250 +500%
NS
107
NBC Securities
Alabama
$9.48K +$9.82K +300 New
CA
108
Clearstead Advisors
Ohio
$9.1K – – –
MA
109
Modus Advisors
Minnesota
$7.94K +$8.21K +251 New
HFS
110
Hughes Financial Services
Virginia
$5.31K – – –
OP
111
ORG Partners
Indiana
$5.06K +$982 +30 +23%
IIM
112
IFC & Insurance Marketing
California
$3K +$3.27K +100 New
IAS
113
IMA Advisory Services
Colorado
$2.4K – – –
AWM
114
Abound Wealth Management
Tennessee
$2.22K – – –
DFA
115
DHJJ Financial Advisors
Illinois
$1.9K +$982 +30 +100%
BNP Paribas Financial Markets
116
BNP Paribas Financial Markets
France
$1.64K -$1.04M -31,648 -100%
CFD
117
Creative Financial Designs
Indiana
$790 +$818 +25 New
TCM
118
Triumph Capital Management
Colorado
$695 +$720 +22 New
AIM
119
Anchor Investment Management
South Carolina
$569 – – –
KFP
120
Kerr Financial Planning
California
$382 – – –
GS
121
GTS Securities
New York
– -$1.01M -31,588 Closed
PSCM
122
Per Stirling Capital Management
Texas
– -$847K -26,360 Closed
EAM
123
Everstar Asset Management
North Carolina
– -$618K -19,234 Closed
RCA
124
Runnymede Capital Advisors
Ohio
– -$408K -12,713 Closed
Barclays
125
Barclays
United Kingdom
– -$257K -8,000 Closed
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.