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Convergence Long/Short Equity ETF
CLSE

42 hedge funds and large institutions have $97.9M invested in Convergence Long/Short Equity ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $79.1M → $97.9M (+$18.8M)

5.44% more ownership

Funds ownership: 46.78% → 52.22% (+5.4%)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

2% less funds holding

Funds holding: 43 → 42 (-1)

Holders
42
Holders Change
-1
Holders Change %
-2.33%
% of All Funds
0.55%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
12
Reduced
11
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$4.3M
2
BAM
Belpointe Asset Management
Nevada
+$3.43M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.58M
4
PAS
Park Avenue Securities
New York
+$1.56M
5
FTS
Fifth Third Securities
Ohio
+$1.54M

Top Sellers

Rank Fund Capital Flow
1
ARC
Advisor Resource Council
Texas
-$1.13M
2
LPL Financial
LPL Financial
California
-$1.07M
3
UBS Group
UBS Group
Switzerland
-$1.07M
4
SWM
SeaCrest Wealth Management
New York
-$985K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$942K
Name Holding Trade Value Shares
Change 		Change in
Stake
LSWP
26
Liberty Square Wealth Partners
Pennsylvania
$515K +$490K +22,057 New
HCA
27
Heck Capital Advisors
Wisconsin
$467K – – –
LSIA
28
LaSalle St. Investment Advisors
Illinois
$451K +$208K +9,366 +94%
LPAM
29
Lodestar Private Asset Management
California
$357K -$68.9K -3,099 -17%
SPC
30
Sigma Planning Corp
Michigan
$348K -$216K -9,718 -39%
RAS
31
RPS Advisory Solutions
Kentucky
$345K +$328K +14,777 New
SA
32
Sanctuary Advisors
Indiana
$329K +$9.49K +427 +3%
TSWM
33
Tyler-Stone Wealth Management
Ohio
$304K – – –
SDH
34
Sloy Dahl & Holst
Washington
$226K +$5.11K +230 +2%
AWM
35
Apollon Wealth Management
South Carolina
$209K +$198K +8,922 New
Bank of New York Mellon
36
Bank of New York Mellon
New York
$204K +$194K +8,717 New
AF
37
Allworth Financial
California
$128K – – –
PTC
38
Private Trust Company
Ohio
$14.5K – – –
NWM
39
Nova Wealth Management
Florida
$12.9K +$12.3K +553 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$8K – – –
PA
41
Parallel Advisors
California
$4.86K – – –
NMG
42
New Millennium Group
Utah
$34 +$22 +1 New
Wells Fargo
43
Wells Fargo
California
$10 -$1.13K -51 Closed
ARC
44
Advisor Resource Council
Texas
– -$1.13M -52,153 Closed
SWM
45
SeaCrest Wealth Management
New York
– -$985K -45,601 Closed
BCM
46
Brookstone Capital Management
Illinois
– -$410K -18,956 Closed
AWS
47
Atria Wealth Solutions
New York
– -$403K -18,658 Closed
HF
48
HRT Financial
New York
– -$389K -18,027 Closed
WIA
49
Wealthedge Investment Advisors
New York
– -$388K -17,970 Closed
Citadel Advisors
50
Citadel Advisors
Florida
– -$366K -16,955 Closed
1
2
3

CLSE Hedge Fund Activity: Q2 2025 in Review

42 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Convergence Long/Short Equity ETF (CLSE) for Q2 2025, worth a combined $97.9M — up 24% from $79.1M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of CLSE and 12 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 12 added.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $4.3M. The largest seller was Advisor Resource Council, exiting entirely with an estimated $1.13M sold.

  • 42 institutional investors held Convergence Long/Short Equity ETF (CLSE) as of Q2 2025, down from 43 in Q1 2025.
  • Funds reported $97.9M of Convergence Long/Short Equity ETF stock for Q2 2025, up 24% quarter-over-quarter.
  • 12 funds opened new Convergence Long/Short Equity ETF positions in Q2 2025 and 13 closed out, a net change of -1 holder.
  • The largest Convergence Long/Short Equity ETF buyer in Q2 2025 was Wealth Enhancement Advisory Services, an estimated $4.3M added.
  • The largest Convergence Long/Short Equity ETF seller in Q2 2025 was Advisor Resource Council, an estimated $1.13M sold.

Based on aggregated 13F filings for Q2 2025.