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.
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%)
Top Buyers
Top Sellers
| 1 |
CCS
Concentric Capital Strategies
Stamford,
Connecticut
|
-$8.75M |
| 2 |
LPL Financial
San Diego,
California
|
-$3.35M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.73M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$1.53M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASN
126
Advisory Services Network
Atlanta,
Georgia
| – | -$56.7K | -1,765 | Closed |
|
127
Wells Fargo
San Francisco,
California
| – | -$48.2K | -1,500 | Closed |
|
|
PS
128
Principal Securities
Des Moines,
Iowa
| – | -$25.7K | -800 | Closed |
|
|
EWM
129
Evolution Wealth Management
Fort Myers,
Florida
| – | -$25K | -777 | Closed |
|
|
IA
130
IFP Advisors
Tampa,
Florida
| – | -$9.64K | -300 | Closed |
|
|
PPA
131
Painted Porch Advisors
Santa Barbara,
California
| – | -$1.22K | -38 | Closed |
|
|
CA
132
CoreCap Advisors
Southfield,
Michigan
| – | -$321 | -10 | Closed |
|
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.