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IVSS

Applied Finance IVS US SMID ETF
IVSS

3 hedge funds and large institutions have $3.19M invested in Applied Finance IVS US SMID ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

14.08% more ownership

Funds ownership: 0% → 14.08% (+14%)

Holders
3
Holders Change
+3
Holders Change %
–
% of All Funds
0.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ASN
Advisory Services Network
Georgia
+$2.05M
2
GS
GTS Securities
Florida
+$789K
3
FFA
Farther Finance Advisors
California
+$399K

Top Sellers

No sellers this quarter

IVSS Hedge Fund Activity: Q4 2025 in Review

3 of the 8,281 institutional investors tracked by Wall St. Rank reported a position in Applied Finance IVS US SMID ETF (IVSS) for Q4 2025, worth a combined $3.19M.

Buyers outnumbered sellers: 3 funds opened new IVSS positions and 0 closed out — a net gain of 3 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Advisory Services Network, opening a new position worth an estimated $2.05M.

  • 3 institutional investors held Applied Finance IVS US SMID ETF (IVSS) as of Q4 2025, up from 0 in Q3 2025.
  • Funds reported $3.19M of Applied Finance IVS US SMID ETF stock for Q4 2025.
  • 3 funds opened new Applied Finance IVS US SMID ETF positions in Q4 2025 and 0 closed out, a net change of +3 holders.
  • The largest Applied Finance IVS US SMID ETF buyer in Q4 2025 was Advisory Services Network, an estimated $2.05M added.

Based on aggregated 13F filings for Q4 2025.