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IVES

Dan IVES Wedbush AI Revolution ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 120133 (+13)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.75% less ownership

Funds ownership: 16.88%16.13% (-0.75%)

Holders
133
Holders Change
+13
Holders Change %
+10.83%
% of All Funds
1.61%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
46
Reduced
27
Closed
17
Calls
$6.18M
Puts
$602K
Net Calls
+$5.58M
Net Calls Change
+$4.92M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$28.8M +$2.79M +79,288 +12%
Stifel Financial
2
Stifel Financial
Missouri
$10.7M +$3.46M +98,191 +54%
NWWA
3
New Wave Wealth Advisors
Arkansas
$10.7M +$530K +15,050 +6%
WS
4
Wedbush Securities
California
$9.99M -$23.1M -654,548 -71%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$9.25M +$2.01M +57,022 +31%
Raymond James Financial
6
Raymond James Financial
Florida
$9.18M +$5.91M +167,735 +229%
NA
7
NewEdge Advisors
Louisiana
$6.57M +$1.28M +36,259 +27%
LC
8
Longitude (Cayman)
Cayman Islands
$6.13M +$106K +3,000 +2%
TAM
9
Titleist Asset Management
Texas
$5.02M +$430K +12,221 +10%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$4.28M +$435K +12,355 +12%
Brown Advisory
11
Brown Advisory
Maryland
$4.27M +$2.89M +81,992 +272%
AWM
12
Avior Wealth Management
Nebraska
$4.04M +$3.74M +106,132 New
BPA
13
Beacon Pointe Advisors
California
$3M +$2.78M +78,827 New
FDCDDQ
14
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.75M +$2.43M +68,980 +2,183%
SCA
15
Snowden Capital Advisors
New York
$2.61M +$166K +4,720 +7%
CRWM
16
Castle Rock Wealth Management
California
$2.49M +$164K +4,669 +8%
ORC
17
O'Rourke & Company
Massachusetts
$2.46M +$277K +7,856 +14%
Citadel Advisors
18
Citadel Advisors
Florida
$2.29M +$1.61M +45,808 +319%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.13M +$99.1K +2,815 +5%
FHC
20
First Heartland Consultants
Missouri
$2.12M -$817K -23,187 -29%
AWM
21
Apollon Wealth Management
South Carolina
$2.11M -$112K -3,169 -5%
AWM
22
AE Wealth Management
Kansas
$2.05M +$921K +26,144 +95%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$2.04M +$1.88M +53,427 New
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$1.69M -$7.61M -216,216 -83%
LPL Financial
25
LPL Financial
California
$1.67M -$78.4K -2,225 -5%

IVES Hedge Fund Activity: Q2 2026 in Review

133 of the 8,272 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.