CLSE icon

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 %
LSWP
26
Liberty Square Wealth Partners
Pennsylvania
$515K 22,057 +22,057 New
HCA
27
Heck Capital Advisors
Wisconsin
$467K 19,991
LSIA
28
LaSalle St. Investment Advisors
Illinois
$451K 19,323 +9,366 +94%
LPAM
29
Lodestar Private Asset Management
California
$357K 15,296 -3,099 -17%
SPC
30
Sigma Planning Corp
Michigan
$348K 14,905 -9,718 -39%
RAS
31
RPS Advisory Solutions
Kentucky
$345K 14,777 +14,777 New
TSWM
32
Tyler-Stone Wealth Management
Ohio
$304K 13,024
SDH
33
Sloy Dahl & Holst
Washington
$226K 9,665 +230 +2%
AWM
34
Apollon Wealth Management
South Carolina
$209K 8,922 +8,922 New
Bank of New York Mellon
35
Bank of New York Mellon
New York
$204K 8,717 +8,717 New
AF
36
Allworth Financial
California
$128K 5,459
PTC
37
Private Trust Company
Ohio
$14.5K 622
NWM
38
Nova Wealth Management
Florida
$12.9K 553 +553 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$8K 332
PA
40
Parallel Advisors
California
$4.86K 208
NMG
41
New Millennium Group
Utah
$34 1 +1 New
Wells Fargo
42
Wells Fargo
California
-51 Closed
ARC
43
Advisor Resource Council
Texas
-52,153 Closed
SWM
44
SeaCrest Wealth Management
New York
-45,601 Closed
BCM
45
Brookstone Capital Management
Illinois
-18,956 Closed
AWS
46
Atria Wealth Solutions
New York
-18,658 Closed
HF
47
HRT Financial
New York
-18,027 Closed
WIA
48
Wealthedge Investment Advisors
New York
-17,970 Closed
Citadel Advisors
49
Citadel Advisors
Florida
-16,955 Closed
CSP
50
Cary Street Partners
Virginia
-15,973 Closed