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Convergence Long/Short Equity ETF
CLSE

43 hedge funds and large institutions have $79.1M invested in Convergence Long/Short Equity ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

2% less funds holding

Funds holding: 44 → 43 (-1)

14.03% less ownership

Funds ownership: 60.81% → 46.78% (-14%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

44% less capital invested

Capital invested by funds: $142M → $79.1M (-$63.1M)

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
0.58%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
8
Increased
16
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
Accurate Wealth Management
Florida
+$2.27M
2
FHA
Flagship Harbor Advisors
Massachusetts
+$1.86M
3
ACS
Archford Capital Strategies
Illinois
+$1.5M
4
ARC
Advisor Resource Council
Texas
+$1.19M
5
UBS Group
UBS Group
Switzerland
+$1.11M

Top Sellers

Rank Fund Capital Flow
1
MCM
Mainstay Capital Management
Michigan
-$58.2M
2
LPL Financial
LPL Financial
California
-$2.29M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$1.84M
4
PSCM
Per Stirling Capital Management
Texas
-$1.82M
5
BAM
Belpointe Asset Management
Nevada
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPAM
26
Lodestar Private Asset Management
California
$398K -$111K -4,879 -21%
HF
27
HRT Financial
New York
$389K +$410K +18,027 New
WIA
28
Wealthedge Investment Advisors
New York
$388K +$117K +5,164 +40%
Citadel Advisors
29
Citadel Advisors
Florida
$366K +$385K +16,955 New
CSP
30
Cary Street Partners
Virginia
$345K -$378K -16,629 -51%
SA
31
Sanctuary Advisors
Indiana
$295K +$705 +31 +0.2%
TSWM
32
Tyler-Stone Wealth Management
Ohio
$281K – – –
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$264K -$356K -15,641 -56%
RIA
34
Regal Investment Advisors
Michigan
$218K +$230K +10,110 New
LSIA
35
LaSalle St. Investment Advisors
Illinois
$215K +$226K +9,957 New
SDH
36
Sloy Dahl & Holst
Washington
$204K +$9.66K +425 +5%
AF
37
Allworth Financial
California
$117K -$22.7K -1,000 -15%
PS
38
Principal Securities
Iowa
$26.7K +$3.82K +168 +17%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$22K – – –
PTC
40
Private Trust Company
Ohio
$13.4K – – –
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$7K – – –
PA
42
Parallel Advisors
California
$4.5K – – –
Wells Fargo
43
Wells Fargo
California
$1.1K +$1.16K +51 New
MCM
44
Mainstay Capital Management
Michigan
– -$58.2M -2,541,580 Closed
PSCM
45
Per Stirling Capital Management
Texas
– -$1.82M -79,656 Closed
BAM
46
Belpointe Asset Management
Nevada
– -$1.21M -55,975 Closed
SI
47
Stephens Inc
Arkansas
– -$834K -36,418 Closed
RL
48
Retireful LLC
Michigan
– -$774K -33,787 Closed
EH
49
Equitable Holdings
New York
– -$655K -28,586 Closed
PAS
50
Park Avenue Securities
New York
– -$209K -9,138 Closed
1
2
3

CLSE Hedge Fund Activity: Q1 2025 in Review

43 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Convergence Long/Short Equity ETF (CLSE) for Q1 2025, worth a combined $79.1M — down 44% from $142M a quarter earlier.

Fund positioning in CLSE was balanced in Q1 2025: 8 funds opened new positions, 8 closed out, 16 added to existing stakes and 12 trimmed.

The largest buyer was Accurate Wealth Management, adding an estimated $2.27M. The largest seller was Mainstay Capital Management, exiting entirely with an estimated $58.2M sold.

  • 43 institutional investors held Convergence Long/Short Equity ETF (CLSE) as of Q1 2025, down from 44 in Q4 2024.
  • Funds reported $79.1M of Convergence Long/Short Equity ETF stock for Q1 2025, down 44% quarter-over-quarter.
  • 8 funds opened new Convergence Long/Short Equity ETF positions in Q1 2025 and 8 closed out, a net change of 0 holders.
  • The largest Convergence Long/Short Equity ETF buyer in Q1 2025 was Accurate Wealth Management, an estimated $2.27M added.
  • The largest Convergence Long/Short Equity ETF seller in Q1 2025 was Mainstay Capital Management, an estimated $58.2M sold.

Based on aggregated 13F filings for Q1 2025.