Investment analyst Dan Ives has introduced a new Exchange-Traded Fund (ETF) through Wedbush. The question arises: is it advisable to invest?

Investment analyst Dan Ives has introduced a new Exchange-Traded Fund (ETF) through Wedbush. The question arises: is it advisable to invest?

The Dan Ives Wedbush AI Revolution ETF (NYSEMKT: IVES), a new exchange-traded fund (ETF) focusing on artificial intelligence (AI) technology stocks, has shown a promising start since its launch on June 3, 2025.

This ETF is based on the flagship "AI 30 Research Report" produced by Dan Ives, a Managing Director and senior technology sector analyst at Wedbush Securities. The unique portfolio captures the full spectrum of the AI investing theme, offering a distinct risk-return profile compared to more widely held ETFs.

The Dan Ives Wedbush AI Revolution ETF is passively managed, providing targeted exposure to a thematic index based on a basket of stocks selected through a methodological approach. The ETF focuses on 30 leading companies driving the AI transformation, including Microsoft, Nvidia, Oracle, Broadcom, and Taiwan Semiconductor Manufacturing. Smaller AI stocks such as C3.ai, SoundHound AI, Innodata, and Elastic NV are also represented in the fund.

Since its inception, the ETF has returned 3.4%, with a notable 5% increase in the last month. This performance outperforms the tech-heavy Nasdaq-100 index, which has gained 1% during the same period.

The ETF's predefined investing criteria include inclusion in the AI 30 report, listing on a major U.S. stock exchange, a minimum market capitalization of $250 million, meeting trading liquidity thresholds, and generating at least 50% of its revenue from AI-connected activities.

With a focus on the rapidly expanding AI sector, the Dan Ives Wedbush AI Revolution ETF is expected to deliver positive shareholder returns over the long run. The ETF offers a disciplined, transparent way to access Dan Ives' high-conviction stock picks. However, it carries an expense ratio of 0.75%, which is typical for an actively managed ETF but higher than many passive tech ETFs.

As of mid- to late July 2025, the ETF has about $344 to $400 million in assets under management (AUM), making it a relatively new and growing fund. Despite its youth, it is considered a promising vehicle for investors looking for targeted AI exposure within tech, supported by Ives’ strong track record and insights as a technology researcher.

Investors are advised to consider starting with a smaller position to gauge market behavior and gradually build exposure over time due to the fund’s recent launch and active management style. The Dan Ives Wedbush AI Revolution ETF can tactically complement diversified portfolios.

AI represents a $2 trillion market opportunity and a major secular growth runway for innovation leaders across AI software and generative AI, cloud infrastructure, specialized AI semiconductors, AI services, and related equipment. As such, the Dan Ives Wedbush AI Revolution ETF presents an attractive option for investors seeking exposure to the AI revolution.

References: 1. InvestorPlace 2. ETF Trends 3. The Motley Fool

This ETF's unique portfolio, focused on AI technology stocks and managed by Dan Ives, provides a distinct risk-return profile for investors, offering exposure to both large cap companies like Microsoft and Nvidia, as well as smaller AI stocks such as C3.ai, SoundHound AI, Innodata, and Elastic NV. As the AI revolution unfolds, the Dan Ives Wedbush AI Revolution ETF offers a disciplined, transparent way to invest in a growing sector, with a focus on finance and technology.

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