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Convergence Long/Short Equity ETF

41 hedge funds and large institutions have $97.5M invested in Convergence Long/Short Equity ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 12 closing their positions.

Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
0.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
11
Reduced
11
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FHA
1
Flagship Harbor Advisors
Massachusetts
$14.7M 629,395 +14,652 +2%
LPL Financial
2
LPL Financial
California
$13.4M 571,499 -47,909 -8%
RP
3
Riverwater Partners
Wisconsin
$12.1M 519,148 -958 -0.2%
CCA
4
Cottonwood Capital Advisors
Utah
$7.84M 335,561 -371 -0.1%
GLA
5
Good Life Advisors
Pennsylvania
$5.14M 219,735 +20,887 +11%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$4.56M 193,283 +193,283 New
AWM
7
Accurate Wealth Management
Florida
$4.18M 179,636 +6,014 +3%
BAM
8
Belpointe Asset Management
Nevada
$3.61M 154,411 +154,411 New
ACS
9
Archford Capital Strategies
Illinois
$3.39M 144,978 +31,570 +28%
Creative Planning
10
Creative Planning
Kansas
$2.83M 121,185 -4,425 -4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.78M 118,987 +71,112 +149%
GRP
12
Global Retirement Partners
California
$2.71M 115,927 +115,927 New
Mariner
13
Mariner
Kansas
$2.18M 93,331 -4,616 -5%
Jane Street
14
Jane Street
New York
$1.89M 80,839 +38,422 +91%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$1.75M 74,966 -42,369 -36%
PAS
16
Park Avenue Securities
New York
$1.64M 70,058 +70,058 New
FTS
17
Fifth Third Securities
Ohio
$1.62M 69,495 +69,495 New
IWC
18
Integrated Wealth Concepts
Massachusetts
$1.52M 64,894 -17,862 -22%
EW
19
Elyxium Wealth
California
$1.38M 59,093 +26,982 +84%
TA
20
Tactive Advisors
Florida
$957K 40,965 +40,965 New
OA
21
Operose Advisors
Wisconsin
$858K 36,725
FIA
22
Foundations Investment Advisors
Arizona
$808K 34,571 +6,180 +22%
HI
23
Harbour Investments
Wisconsin
$783K 33,520 +10,900 +48%
UBS Group
24
UBS Group
Switzerland
$781K 33,399 -47,908 -59%
IWS
25
Insight Wealth Strategies
California
$532K 22,726 -4,161 -15%