IVES

Dan IVES Wedbush AI Revolution ETF
IVES

Overview Fund Activity

39 hedge funds and large institutions have $35.8M invested in Dan IVES Wedbush AI Revolution ETF in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+39
Holders Change %
–
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
39
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WS
Wedbush Securities
California
$9.02M
2
GS
GTS Securities
New York
$6.3M
3
Citadel Advisors
Citadel Advisors
Florida
$4.88M
4
CCS
Concentric Capital Strategies
Connecticut
$4.25M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$2.12M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
1
Wedbush Securities
California
$9.02M +$9.02M +332,717 New
GS
2
GTS Securities
New York
$6.3M +$6.3M +232,391 New
Citadel Advisors
3
Citadel Advisors
Florida
$4.88M +$4.88M +179,923 New
CCS
4
Concentric Capital Strategies
Connecticut
$4.25M +$4.25M +156,715 New
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.12M +$2.12M +78,093 New
BI
6
Bramshill Investments
Florida
$1.11M +$1.11M +41,000 New
KF
7
Krilogy Financial
Missouri
$911K +$911K +33,586 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$885K +$885K +32,660 New
SCA
9
Snowden Capital Advisors
New York
$675K +$675K +24,885 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$599K +$599K +22,078 New
GSIAS
11
Garden State Investment Advisory Services
New Jersey
$589K +$589K +21,714 New
GAM
12
Griffin Asset Management
New York
$575K +$575K +21,224 New
Stifel Financial
13
Stifel Financial
Missouri
$540K +$540K +19,927 New
MS
14
Madden Securities
Texas
$538K +$538K +19,835 New
Brown Advisory
15
Brown Advisory
Maryland
$479K +$479K +17,670 New
HighTower Advisors
16
HighTower Advisors
Illinois
$406K +$406K +14,963 New
FHC
17
First Heartland Consultants
Missouri
$356K +$356K +13,127 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$329K +$329K +12,147 New
KAS
19
Kestra Advisory Services
Texas
$326K +$326K +12,016 New
MSA
20
Marino Stram & Associates
Massachusetts
$261K +$261K +9,627 New
Mariner
21
Mariner
Kansas
$249K +$249K +9,189 New
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$155K +$155K +5,700 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$69K +$69K +2,578 New
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
$50.2K +$50.2K +1,850 New
JWA
25
JFS Wealth Advisors
Pennsylvania
$35.4K +$35.4K +1,307 New
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