IVEP Institutional Ownership
Dan IVES Wedbush AI Power & Infrastructure ETF
1W: +1.4%
1M: +2.1%
3M: -4.5%
YTD: -9.8%
$25.98
+0.44 (+1.73%)
Weekly Expected Move ±4.3%
$24
$25
$26
$27
$28
Overview
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Holdings
Changes
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Short Interest
Dividends
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Institutional Ownership — IVEP
8
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
5M
Total Invested
8
New Positions
0
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (8 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC NEW | 86,943 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 2 | Cetera Investment Advisers NEW | 31,109 | 808K | — | +0.0% | 1Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC NEW | 14,865 | 386K | — | +0.0% | 1Q | SEC ↗ |
| 4 | NewEdge Advisors, LLC NEW | 12,720 | 330K | — | +0.0% | 1Q | SEC ↗ |
| 5 | CAPTRUST FINANCIAL ADVISORS NEW | 10,050 | 261K | — | +0.0% | 1Q | SEC ↗ |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 9,088 | 236K | — | +0.0% | 1Q | SEC ↗ |
| 7 | Roble, Belko & Company, Inc NEW | 105 | 3K | — | +0.0% | 1Q | SEC ↗ |
| 8 | Tower Research Capital LLC (TRC) NEW | 2 | 0K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 86,943 | 2M |
| Cetera Investment Advisers | 31,109 | 808K |
| ENVESTNET ASSET MANAGEMENT INC | 14,865 | 386K |
| NewEdge Advisors, LLC | 12,720 | 330K |
| CAPTRUST FINANCIAL ADVISORS | 10,050 | 261K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 9,088 | 236K |
| Roble, Belko & Company, Inc | 105 | 3K |
| Tower Research Capital LLC (TRC) | 2 | 0K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (0)
None.
Biggest Decreases (0)
None.