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IVSS

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
9
Holders Change
+6
Holders Change %
+200%
% of All Funds
0.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
2
Reduced
–
Closed
1
Calls
$9K
Puts
$12K
Net Calls
-$3K
Net Calls Change
-$3K

Top Buyers

Rank Fund Capital Flow
1
EWA
EverSource Wealth Advisors
Alabama
+$5.98M
2
AP
Atwood & Palmer
Missouri
+$3.28M
3
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
+$737K
4
FFA
Farther Finance Advisors
California
+$536K
5
AWM
Accurate Wealth Management
Florida
+$496K

Top Sellers

Rank Fund Capital Flow
1
GS
GTS Securities
Florida
-$779K

IVSS Hedge Fund Activity: Q1 2026 in Review

9 of the 8,191 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.