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Convergence Long/Short Equity ETF
CLSE

74 hedge funds and large institutions have $221M invested in Convergence Long/Short Equity ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

236% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 11

44% more capital invested

Capital invested by funds: $154M → $221M (+$67.7M)

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

21% more funds holding

Funds holding: 61 → 74 (+13)

4.17% more ownership

Funds ownership: 57.76% → 61.93% (+4.2%)

Holders
74
Holders Change
+13
Holders Change %
+21.31%
% of All Funds
0.91%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
20
Increased
37
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$10.4M
2
HighTower Advisors
HighTower Advisors
Illinois
+$8.14M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$7.87M
4
FFS
Founders Financial Securities
Maryland
+$5.39M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.92M

Top Sellers

Rank Fund Capital Flow
1
HI
Harbour Investments
Wisconsin
-$1.04M
2
RAS
RPS Advisory Solutions
Kentucky
-$840K
3
AWM
Accurate Wealth Management
Florida
-$644K
4
EW
Elyxium Wealth
California
-$570K
5
MML Investors Services
MML Investors Services
Massachusetts
-$497K
Name Holding Trade Value Shares
Change 		Change in
Stake
GPW
26
Genesis Private Wealth
Virginia
$1.46M +$321K +11,422 +28%
DP
27
Denver PWM
Colorado
$1.42M +$1.21M +42,939 New
PSCM
28
Per Stirling Capital Management
Texas
$1.41M +$702K +24,991 +100%
RWA
29
Redhawk Wealth Advisors
Minnesota
$1.29M +$1.28M +45,697 New
WWA
30
WCG Wealth Advisors
Nevada
$1.26M +$304K +10,832 +32%
EAM
31
Empirical Asset Management
Massachusetts
$1.25M +$58.2K +2,071 +5%
FIA
32
Foundations Investment Advisors
Arizona
$1.24M +$142K +5,059 +13%
AFP
33
Ausdal Financial Partners
Iowa
$1.1M +$791K +28,145 +256%
CWMS
34
Cannon Wealth Management Services
North Carolina
$1.08M +$145K +5,167 +16%
FWWM
35
Fiscal Wisdom Wealth Management
Connecticut
$1.07M +$575K +20,441 +116%
Osaic Holdings
36
Osaic Holdings
Arizona
$1.05M +$1.05M +37,285 New
OA
37
Operose Advisors
Wisconsin
$1.03M – – –
ACS
38
Archford Capital Strategies
Illinois
$936K +$25.2K +897 +3%
CPG
39
Cornerstone Planning Group
New Jersey
$933K +$821K +29,197 New
LPAM
40
Lodestar Private Asset Management
California
$728K +$89.7K +3,190 +14%
SEIA
41
Signature Estate & Investment Advisors
California
$574K +$320K +11,400 +127%
AI
42
Atria Investments
North Carolina
$563K -$132K -4,680 -19%
LSIA
43
LaSalle St. Investment Advisors
Illinois
$552K +$38.3K +1,361 +7%
RIS
44
Richmond Investment Services
Wisconsin
$530K +$529K +18,830 New
GC
45
Guilbault Capital
Louisiana
$486K +$485K +17,264 New
AWM
46
Apollon Wealth Management
South Carolina
$482K +$281 +10 +0.1%
AWM
47
Act Wealth Management
Texas
$418K +$13.4K +478 +3%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$346K +$346K +12,297 New
RIA
49
Regal Investment Advisors
Michigan
$344K +$15.3K +545 +5%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$324K +$78.8K +2,804 +32%
1
2
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CLSE Hedge Fund Activity: Q1 2026 in Review

74 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Convergence Long/Short Equity ETF (CLSE) for Q1 2026, worth a combined $221M — up 44% from $154M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CLSE positions and 4 closed out — a net gain of 16 holders — while 37 added to existing stakes and 11 trimmed.

The largest buyer was Rockefeller Capital Management, adding an estimated $10.4M. The largest seller was Harbour Investments, cutting an estimated $1.04M.

  • 74 institutional investors held Convergence Long/Short Equity ETF (CLSE) as of Q1 2026, up from 61 in Q4 2025.
  • Funds reported $221M of Convergence Long/Short Equity ETF stock for Q1 2026, up 44% quarter-over-quarter.
  • 20 funds opened new Convergence Long/Short Equity ETF positions in Q1 2026 and 4 closed out, a net change of +16 holders.
  • The largest Convergence Long/Short Equity ETF buyer in Q1 2026 was Rockefeller Capital Management, an estimated $10.4M added.
  • The largest Convergence Long/Short Equity ETF seller in Q1 2026 was Harbour Investments, an estimated $1.04M sold.

Based on aggregated 13F filings for Q1 2026.