Applied Finance IVS US SMID ETF
IVSS
10 hedge funds and large institutions have $16.6M invested in Applied Finance IVS US SMID ETF in 2026 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 2 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
79% more call options, than puts
Call options by funds: $7.13M | Put options by funds: $3.99M
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
15% more capital invested
Capital invested by funds: $14.4M → $16.6M (+$2.15M)
11% more funds holding
Funds holding: 9 → 10 (+1)
31.07% less ownership
Funds ownership: 92.66% → 61.59% (-31%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$511K |
| 2 |
TA
Tectonic Advisors
Frisco,
Texas
|
+$218K |
| 3 |
GS
GTS Securities
Miami,
Florida
|
+$214K |
| 4 |
AWM
Accurate Wealth Management
Wesley Chapel,
Florida
|
+$205K |
| 5 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$183K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
-$1.17M |
| 2 |
Jane Street
New York
|
-$358K |
| 3 |
AP
Atwood & Palmer
Kansas City,
Missouri
|
-$6.35K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$26 |
IVSS Hedge Fund Activity: Q2 2026 in Review
10 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in Applied Finance IVS US SMID ETF (IVSS) for Q2 2026, worth a combined $16.6M — up 15% from $14.4M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new IVSS positions and 2 closed out — a net gain of 1 holder — while 5 added to existing stakes and 2 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $511K. The largest seller was EverSource Wealth Advisors, cutting an estimated $1.17M.
- 10 institutional investors held Applied Finance IVS US SMID ETF (IVSS) as of Q2 2026, up from 9 in Q1 2026.
- Funds reported $16.6M of Applied Finance IVS US SMID ETF stock for Q2 2026, up 15% quarter-over-quarter.
- 3 funds opened new Applied Finance IVS US SMID ETF positions in Q2 2026 and 2 closed out, a net change of +1 holder.
- The largest Applied Finance IVS US SMID ETF buyer in Q2 2026 was Citadel Advisors, an estimated $511K added.
- The largest Applied Finance IVS US SMID ETF seller in Q2 2026 was EverSource Wealth Advisors, an estimated $1.17M sold.
Based on aggregated 13F filings for Q2 2026.