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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
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$78.1M +$80.9M +2,471,633 New
WS
2
Wedbush Securities
California
$25.7M +$3.63M +110,835 +16%
HighTower Advisors
3
HighTower Advisors
Illinois
$17.2M +$10.9M +332,426 +157%
FHC
4
First Heartland Consultants
Missouri
$10.2M +$4.08M +124,643 +63%
TWC
5
TD Waterhouse Canada
Ontario, Canada
$8.18M +$6.56M +200,404 +342%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$5.58M +$3.18M +97,155 +122%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$5M -$1.53M -46,739 -23%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.82M +$4.63M +141,519 +1,277%
Stifel Financial
9
Stifel Financial
Missouri
$4.48M +$2.12M +64,791 +84%
LC
10
Longitude (Cayman)
Cayman Islands
$4.2M +$4.35M +133,000 New
NA
11
NewEdge Advisors
Louisiana
$4.11M +$1.15M +35,097 +37%
Citadel Advisors
12
Citadel Advisors
Florida
$3.47M -$1.1M -33,604 -23%
USCWA
13
U.S. Capital Wealth Advisors
Texas
$3.13M +$2.85M +87,034 +733%
WF
14
Willow Financial
Arkansas
$3.04M +$3.15M +96,303 New
TAM
15
Titleist Asset Management
Texas
$2.79M +$1.34M +41,003 +87%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$2.45M +$183K +5,592 +8%
MWM
17
MGB Wealth Management
Texas
$2.44M +$922K +28,178 +57%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.26M +$978K +29,885 +72%
Jane Street
19
Jane Street
New York
$2.03M +$2.1M +64,315 New
SCA
20
Snowden Capital Advisors
New York
$1.92M +$74K +2,260 +4%
CCS
21
Concentric Capital Strategies
Connecticut
$1.91M -$8.75M -267,283 -82%
CRWM
22
Castle Rock Wealth Management
California
$1.8M +$180K +5,493 +10%
Raymond James Financial
23
Raymond James Financial
Florida
$1.67M +$1.25M +38,239 +262%
LPL Financial
24
LPL Financial
California
$1.48M -$3.35M -102,500 -69%
KF
25
Krilogy Financial
Missouri
$1.33M +$48.3K +1,476 +4%
1
2 3 4 5

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.