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Convergence Long/Short Equity ETF
CLSE

52 hedge funds and large institutions have $117M invested in Convergence Long/Short Equity ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 5

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

24% more funds holding

Funds holding: 42 → 52 (+10)

20% more capital invested

Capital invested by funds: $97.9M → $117M (+$19.3M)

1.7% more ownership

Funds ownership: 52.22% → 53.91% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
52
Holders Change
+10
Holders Change %
+23.81%
% of All Funds
0.68%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
20
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFS
Sowell Financial Services
Arkansas
+$5.18M
2
TA
Tactive Advisors
Florida
+$4.67M
3
LSWP
Liberty Square Wealth Partners
Pennsylvania
+$3.41M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.62M
5
FHA
Flagship Harbor Advisors
Massachusetts
+$1.12M

Top Sellers

Rank Fund Capital Flow
1
BAM
Belpointe Asset Management
Nevada
-$3.61M
2
ACS
Archford Capital Strategies
Illinois
-$2.6M
3
Jane Street
Jane Street
New York
-$1.89M
4
UBS Group
UBS Group
Switzerland
-$781K
5
IWS
Insight Wealth Strategies
California
-$532K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWMS
26
Cannon Wealth Management Services
North Carolina
$521K +$490K +19,999 New
HCA
27
Heck Capital Advisors
Wisconsin
$521K – – –
AWM
28
Apollon Wealth Management
South Carolina
$428K +$184K +7,500 +84%
LPAM
29
Lodestar Private Asset Management
California
$425K +$25K +1,018 +7%
SA
30
Sanctuary Advisors
Indiana
$401K +$32.5K +1,327 +9%
SPC
31
Sigma Planning Corp
Michigan
$388K – – –
RIA
32
Regal Investment Advisors
Michigan
$290K +$273K +11,155 New
AWM
33
Act Wealth Management
Texas
$277K +$261K +10,633 New
EH
34
Equitable Holdings
New York
$267K +$252K +10,266 New
AFP
35
Ausdal Financial Partners
Iowa
$265K +$249K +10,175 New
SDH
36
Sloy Dahl & Holst
Washington
$257K +$5.03K +205 +2%
QCM
37
Quantinno Capital Management
New York
$228K +$214K +8,738 New
FWWM
38
Fiscal Wisdom Wealth Management
Connecticut
$227K +$216K +8,823 New
Bank of New York Mellon
39
Bank of New York Mellon
New York
$227K – – –
MML Investors Services
40
MML Investors Services
Massachusetts
$211K +$199K +8,098 New
AWM
41
Able Wealth Management
New Jersey
$207K +$195K +7,954 New
GPW
42
Genesis Private Wealth
Virginia
$203K +$191K +7,778 New
AF
43
Allworth Financial
California
$142K – – –
ASN
44
Advisory Services Network
Georgia
$40.5K +$38.1K +1,555 New
AP
45
Advisors Preferred
Maryland
$38.9K +$36.5K +1,488 New
PTC
46
Private Trust Company
Ohio
$16.2K – – –
AAP
47
Arax Advisory Partners
Colorado
$15.3K +$14.4K +588 New
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$11.2K +$10.5K +430 New
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$9.24K +$8.7K +355 New
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$9K – – –
1
2
3

CLSE Hedge Fund Activity: Q3 2025 in Review

52 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Convergence Long/Short Equity ETF (CLSE) for Q3 2025, worth a combined $117M — up 20% from $97.9M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CLSE positions and 5 closed out — a net gain of 12 holders — while 20 added to existing stakes and 5 trimmed.

The largest buyer was Sowell Financial Services, opening a new position worth an estimated $5.18M. The largest seller was Belpointe Asset Management, exiting entirely with an estimated $3.61M sold.

  • 52 institutional investors held Convergence Long/Short Equity ETF (CLSE) as of Q3 2025, up from 42 in Q2 2025.
  • Funds reported $117M of Convergence Long/Short Equity ETF stock for Q3 2025, up 20% quarter-over-quarter.
  • 17 funds opened new Convergence Long/Short Equity ETF positions in Q3 2025 and 5 closed out, a net change of +12 holders.
  • The largest Convergence Long/Short Equity ETF buyer in Q3 2025 was Sowell Financial Services, an estimated $5.18M added.
  • The largest Convergence Long/Short Equity ETF seller in Q3 2025 was Belpointe Asset Management, an estimated $3.61M sold.

Based on aggregated 13F filings for Q3 2025.