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Convergence Long/Short Equity ETF
CLSE

Overview Fund Activity

31 hedge funds and large institutions have $107M invested in Convergence Long/Short Equity ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 1 closing their positions.

Holders
31
Holders Change
+11
Holders Change %
+55%
% of All Funds
0.45%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
12
Increased
8
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$9.85M
2
CCA
2
Cottonwood Capital Advisors
Utah
$7.11M
3
PSCM
3
Per Stirling Capital Management
Texas
$934K
4
CSPIA
4
Cary Street Partners Investment Advisory
Virginia
$609K
5
MCM
5
Mainstay Capital Management
Michigan
$46.7M

Top Sellers

1
RP
1
Riverwater Partners
Wisconsin
$12.7M
2
BAM
2
Belpointe Asset Management
Nevada
$1.25M
3
Creative Planning
3
Creative Planning
Kansas
$3.21M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$212K
5
Bank of America
5
Bank of America
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$203K +$203K +9,113 New
AF
27
Allworth Financial
California
$144K – – –
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$22K +$22K +1,000 New
PTC
29
Private Trust Company
Ohio
$13.9K – – –
PA
30
Parallel Advisors
California
$4.63K – – –
VWM
31
Venturi Wealth Management
Texas
$4.45K – – –
Bank of America
32
Bank of America
North Carolina
– -$41.2K -1,922 Closed
1
2