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Convergence Long/Short Equity ETF

42 hedge funds and large institutions have $78.8M invested in Convergence Long/Short Equity ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
-2
Holders Change %
-4.55%
% of All Funds
0.57%
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
15
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPAM
26
Lodestar Private Asset Management
California
$398K -$105K -4,879 -21%
HF
27
HRT Financial
New York
$389K +$389K +18,027 New
WIA
28
Wealthedge Investment Advisors
New York
$388K +$112K +5,164 +40%
Citadel Advisors
29
Citadel Advisors
Florida
$366K +$366K +16,955 New
CSP
30
Cary Street Partners
Virginia
$345K -$359K -16,629 -51%
TSWM
31
Tyler-Stone Wealth Management
Ohio
$281K
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$264K -$338K -15,641 -56%
RIA
33
Regal Investment Advisors
Michigan
$218K +$218K +10,110 New
LSIA
34
LaSalle St. Investment Advisors
Illinois
$215K +$215K +9,957 New
SDH
35
Sloy Dahl & Holst
Washington
$204K +$9.18K +425 +5%
AF
36
Allworth Financial
California
$117K -$21.4K -1,000 -15%
PS
37
Principal Securities
Iowa
$26.7K +$3.85K +168 +17%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$22K
PTC
39
Private Trust Company
Ohio
$13.4K
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$7K
PA
41
Parallel Advisors
California
$4.5K
Wells Fargo
42
Wells Fargo
California
$1.1K +$1.1K +51 New
MCM
43
Mainstay Capital Management
Michigan
-$58.2M -2,541,580 Closed
PSCM
44
Per Stirling Capital Management
Texas
-$1.82M -79,656 Closed
BAM
45
Belpointe Asset Management
Nevada
-$1.21M -55,975 Closed
SI
46
Stephens Inc
Arkansas
-$834K -36,418 Closed
RL
47
Retireful LLC
Michigan
-$774K -33,787 Closed
EH
48
Equitable Holdings
New York
-$655K -28,586 Closed
PAS
49
Park Avenue Securities
New York
-$209K -9,138 Closed
VWM
50
Venturi Wealth Management
Texas
-$4.58K -200 Closed