IVSS
Applied Finance IVS US SMID ETF
IVSS
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
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
more ownership
Funds ownership: →
25% less call options, than puts
Call options by funds: $9K | Put options by funds: $12K
Holders
9
Holding in Top 10
–
Calls
$9K
Puts
$12K
Top Buyers
| 1 | +$5.98M | |
| 2 | +$3.28M | |
| 3 | +$737K | |
| 4 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$536K |
| 5 |
AWM
Accurate Wealth Management
Wesley Chapel,
Florida
|
+$496K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWA
1
EverSource Wealth Advisors
Birmingham,
Alabama
| $5.83M |
|
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|
AP
2
Atwood & Palmer
Kansas City,
Missouri
| $3.2M |
|
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|
ASN
3
Advisory Services Network
Atlanta,
Georgia
| $2.51M |
|
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|
FFA
4
Farther Finance Advisors
San Francisco,
California
| $933K |
|
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|
NDSI
5
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $719K |
|
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|
AWM
6
Accurate Wealth Management
Wesley Chapel,
Florida
| $501K |
|
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7
CIBC World Market
Toronto,
Ontario, Canada
| $398K |
|
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8
Jane Street
New York
| $358K |
|
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9
UBS Group
Zurich,
Switzerland
| $26 |
|
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|
GS
10
GTS Securities
New York
| – |
|