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Convergence Long/Short Equity ETF

51 hedge funds and large institutions have $117M invested in Convergence Long/Short Equity ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWMS
26
Cannon Wealth Management Services
North Carolina
$521K
HCA
27
Heck Capital Advisors
Wisconsin
$521K
AWM
28
Apollon Wealth Management
South Carolina
$428K
LPAM
29
Lodestar Private Asset Management
California
$425K
SPC
30
Sigma Planning Corp
Michigan
$388K
RIA
31
Regal Investment Advisors
Michigan
$290K
AWM
32
Act Wealth Management
Texas
$277K
EH
33
Equitable Holdings
New York
$267K
AFP
34
Ausdal Financial Partners
Iowa
$265K
SDH
35
Sloy Dahl & Holst
Washington
$257K
QCM
36
Quantinno Capital Management
New York
$228K
FWWM
37
Fiscal Wisdom Wealth Management
Connecticut
$227K
Bank of New York Mellon
38
Bank of New York Mellon
New York
$227K
MML Investors Services
39
MML Investors Services
Massachusetts
$211K
AWM
40
Able Wealth Management
New Jersey
$207K
GPW
41
Genesis Private Wealth
Virginia
$203K
AF
42
Allworth Financial
California
$142K
ASN
43
Advisory Services Network
Georgia
$40.5K
AP
44
Advisors Preferred
Maryland
$38.9K
PTC
45
Private Trust Company
Ohio
$16.2K
AAP
46
Arax Advisory Partners
Colorado
$15.3K
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$11.2K
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$9.24K
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$9K
PA
50
Parallel Advisors
California
$5.42K