Applied Finance IVS US SMID ETF
IVSS
9 hedge funds and large institutions have $14.4M invested in Applied Finance IVS US SMID ETF in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
352% more capital invested
Capital invested by funds: $3.19M → $14.4M (+$11.3M)
200% more funds holding
Funds holding: 3 → 9 (+6)
36.36% more ownership
Funds ownership: 56.3% → 92.66% (+36%)
25% less call options, than puts
Call options by funds: $9K | Put options by funds: $12K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
+$5.98M |
| 2 |
AP
Atwood & Palmer
Kansas City,
Missouri
|
+$3.28M |
| 3 |
NDSI
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
+$737K |
| 4 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$536K |
| 5 |
AWM
Accurate Wealth Management
Wesley Chapel,
Florida
|
+$496K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$779K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWA
1
EverSource Wealth Advisors
Birmingham,
Alabama
| $5.83M | +$5.98M | +224,789 | New |
|
|
AP
2
Atwood & Palmer
Kansas City,
Missouri
| $3.2M | +$3.28M | +123,235 | New |
|
|
ASN
3
Advisory Services Network
Atlanta,
Georgia
| $2.51M | +$438K | +16,464 | +21% |
|
|
FFA
4
Farther Finance Advisors
San Francisco,
California
| $933K | +$536K | +20,175 | +129% |
|
|
NDSI
5
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $719K | +$737K | +27,722 | New |
|
|
AWM
6
Accurate Wealth Management
Wesley Chapel,
Florida
| $501K | +$496K | +18,666 | New |
|
7
CIBC World Market
Toronto,
Ontario, Canada
| $398K | +$408K | +15,350 | New |
|
8
Jane Street
New York
| $358K | +$367K | +13,800 | New |
|
9
UBS Group
Zurich,
Switzerland
| $26 | +$27 | +1 | New |
|
|
GS
10
GTS Securities
New York
| – | -$779K | -30,894 | Closed |
|
IVSS Hedge Fund Activity: Q1 2026 in Review
9 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Applied Finance IVS US SMID ETF (IVSS) for Q1 2026, worth a combined $14.4M — up 352% from $3.19M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IVSS positions and 1 closed out — a net gain of 6 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was EverSource Wealth Advisors, opening a new position worth an estimated $5.98M. The largest seller was GTS Securities, exiting entirely with an estimated $779K sold.
- 9 institutional investors held Applied Finance IVS US SMID ETF (IVSS) as of Q1 2026, up from 3 in Q4 2025.
- Funds reported $14.4M of Applied Finance IVS US SMID ETF stock for Q1 2026, up 352% quarter-over-quarter.
- 7 funds opened new Applied Finance IVS US SMID ETF positions in Q1 2026 and 1 closed out, a net change of +6 holders.
- The largest Applied Finance IVS US SMID ETF buyer in Q1 2026 was EverSource Wealth Advisors, an estimated $5.98M added.
- The largest Applied Finance IVS US SMID ETF seller in Q1 2026 was GTS Securities, an estimated $779K sold.
Based on aggregated 13F filings for Q1 2026.