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Convergence Long/Short Equity ETF

44 hedge funds and large institutions have $142M invested in Convergence Long/Short Equity ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
44
Holders Change
+13
Holders Change %
+41.94%
% of All Funds
0.59%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
16
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPAM
26
Lodestar Private Asset Management
California
$533K +$241K +10,522 +83%
BCM
27
Brookstone Capital Management
Illinois
$530K -$164K -7,156 -24%
HCA
28
Heck Capital Advisors
Wisconsin
$458K +$458K +19,991 New
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$358K +$358K +15,632 New
FIA
30
Foundations Investment Advisors
Arizona
$337K +$59.2K +2,584 +21%
SA
31
Sanctuary Advisors
Indiana
$319K +$73.4K +3,140 +30%
TSWM
32
Tyler-Stone Wealth Management
Ohio
$298K
WIA
33
Wealthedge Investment Advisors
New York
$293K +$293K +12,806 New
AWS
34
Atria Wealth Solutions
New York
$291K +$291K +12,688 New
HI
35
Harbour Investments
Wisconsin
$212K +$212K +9,250 New
PAS
36
Park Avenue Securities
New York
$209K +$209K +9,138 New
SDH
37
Sloy Dahl & Holst
Washington
$206K +$206K +9,010 New
AF
38
Allworth Financial
California
$155K
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$23K
PS
40
Principal Securities
Iowa
$22.9K +$22.9K +999 New
PTC
41
Private Trust Company
Ohio
$14.3K
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$8K +$8K +332 New
PA
43
Parallel Advisors
California
$4.77K
VWM
44
Venturi Wealth Management
Texas
$4.58K
Wells Fargo
45
Wells Fargo
California
$5
CSPIA
46
Cary Street Partners Investment Advisory
Virginia
-$609K -27,330 Closed
SFS
47
Sowell Financial Services
Arkansas
-$457K -20,518 Closed
Goldman Sachs
48
Goldman Sachs
New York
-$203K -9,113 Closed