Dan IVES Wedbush AI Revolution ETF
IVES
94 hedge funds and large institutions have $110M invested in Dan IVES Wedbush AI Revolution ETF in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 21 increasing their positions, 5 reducing their positions, and 5 closing their positions.
1,100% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 5
589% more call options, than puts
Call options by funds: $2.01M | Put options by funds: $292K
320% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 5
206% more capital invested
Capital invested by funds: $35.8M → $110M (+$73.8M)
141% more funds holding
Funds holding: 39 → 94 (+55)
1.08% more ownership
Funds ownership: 14.33% → 15.4% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WS
Wedbush Securities
Los Angeles,
California
|
+$10.7M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$5.65M |
| 3 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$5.31M |
| 4 |
CCS
Concentric Capital Strategies
Stamford,
Connecticut
|
+$4.92M |
| 5 |
LPL Financial
San Diego,
California
|
+$4.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
Miami,
Florida
|
-$5.77M |
| 2 |
BI
Bramshill Investments
Naples,
Florida
|
-$1.11M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.05M |
| 4 |
GSIAS
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
-$589K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$94.9K |
IVES Hedge Fund Activity: Q3 2025 in Review
94 of the 7,640 institutional investors tracked by Wall St. Rank reported a position in Dan IVES Wedbush AI Revolution ETF (IVES) for Q3 2025, worth a combined $110M — up 206% from $35.8M a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new IVES positions and 5 closed out — a net gain of 55 holders — while 21 added to existing stakes and 5 trimmed.
The largest buyer was Wedbush Securities, adding an estimated $10.7M. The largest seller was GTS Securities, cutting an estimated $5.77M.
- 94 institutional investors held Dan IVES Wedbush AI Revolution ETF (IVES) as of Q3 2025, up from 39 in Q2 2025.
- Funds reported $110M of Dan IVES Wedbush AI Revolution ETF stock for Q3 2025, up 206% quarter-over-quarter.
- 60 funds opened new Dan IVES Wedbush AI Revolution ETF positions in Q3 2025 and 5 closed out, a net change of +55 holders.
- The largest Dan IVES Wedbush AI Revolution ETF buyer in Q3 2025 was Wedbush Securities, an estimated $10.7M added.
- The largest Dan IVES Wedbush AI Revolution ETF seller in Q3 2025 was GTS Securities, an estimated $5.77M sold.
Based on aggregated 13F filings for Q3 2025.