Dan IVES Wedbush AI Revolution ETF
IVES
133 hedge funds and large institutions have $179M invested in Dan IVES Wedbush AI Revolution ETF in 2026 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 46 increasing their positions, 27 reducing their positions, and 17 closing their positions.
927% more call options, than puts
Call options by funds: $6.18M | Put options by funds: $602K
106% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 17
70% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 27
23% more capital invested
Capital invested by funds: $146M → $179M (+$33.8M)
11% more funds holding
Funds holding: 120 → 133 (+13)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.75% less ownership
Funds ownership: 16.88% → 16.13% (-0.75%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$5.91M |
| 2 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$3.74M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$3.46M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
+$2.89M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$2.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WS
Wedbush Securities
Los Angeles,
California
|
-$23.1M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$7.61M |
| 3 |
TWC
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
-$7.15M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.33M |
| 5 |
QC
Quadrature Capital
London,
United Kingdom
|
-$913K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
BNP Paribas Financial Markets
Paris,
France
| – | -$482 | -17 | Closed |
|
152
Vanguard Advisers Inc
Malvern,
Pennsylvania
| – | -$340 | -12 | Closed |
|
IVES Hedge Fund Activity: Q2 2026 in Review
133 of the 8,273 institutional investors tracked by Wall St. Rank reported a position in Dan IVES Wedbush AI Revolution ETF (IVES) for Q2 2026, worth a combined $179M — up 23% from $146M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new IVES positions and 17 closed out — a net gain of 18 holders — while 46 added to existing stakes and 27 trimmed.
The largest buyer was Raymond James Financial, adding an estimated $5.91M. The largest seller was Wedbush Securities, cutting an estimated $23.1M.
- 133 institutional investors held Dan IVES Wedbush AI Revolution ETF (IVES) as of Q2 2026, up from 120 in Q1 2026.
- Funds reported $179M of Dan IVES Wedbush AI Revolution ETF stock for Q2 2026, up 23% quarter-over-quarter.
- 35 funds opened new Dan IVES Wedbush AI Revolution ETF positions in Q2 2026 and 17 closed out, a net change of +18 holders.
- The largest Dan IVES Wedbush AI Revolution ETF buyer in Q2 2026 was Raymond James Financial, an estimated $5.91M added.
- The largest Dan IVES Wedbush AI Revolution ETF seller in Q2 2026 was Wedbush Securities, an estimated $23.1M sold.
Based on aggregated 13F filings for Q2 2026.