We are live on ! Find out more
CLSE icon

Convergence Long/Short Equity ETF

61 hedge funds and large institutions have $154M invested in Convergence Long/Short Equity ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

244% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

31% more capital invested

Capital invested by funds: $117M → $154M (+$36.4M)

17% more funds holding

Funds holding: 5261 (+9)

3.85% more ownership

Funds ownership: 53.91%57.76% (+3.8%)

Holders
61
Holders Change
+9
Holders Change %
+17.31%
% of All Funds
0.74%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
12
Increased
31
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWA
26
WCG Wealth Advisors
Nevada
$930K +$909K +34,022 New
CWMS
27
Cannon Wealth Management Services
North Carolina
$906K +$351K +13,156 +66%
ACS
28
Archford Capital Strategies
Illinois
$885K -$172K -6,456 -17%
EH
29
Equitable Holdings
New York
$863K +$569K +21,304 +208%
PSCM
30
Per Stirling Capital Management
Texas
$684K +$668K +25,011 New
AI
31
Atria Investments
North Carolina
$674K +$659K +24,679 New
LPAM
32
Lodestar Private Asset Management
California
$620K +$170K +6,376 +39%
HighTower Advisors
33
HighTower Advisors
Illinois
$590K +$576K +21,579 New
LSIA
34
LaSalle St. Investment Advisors
Illinois
$499K -$123K -4,589 -20%
MML Investors Services
35
MML Investors Services
Massachusetts
$497K +$269K +10,078 +124%
FWWM
36
Fiscal Wisdom Wealth Management
Connecticut
$481K +$235K +8,785 +100%
AWM
37
Apollon Wealth Management
South Carolina
$468K +$18.8K +703 +4%
AWM
38
Act Wealth Management
Texas
$393K +$100K +3,752 +35%
RIA
39
Regal Investment Advisors
Michigan
$319K +$14.3K +535 +5%
SPC
40
Sigma Planning Corp
Michigan
$307K -$98.1K -3,675 -25%
BAM
41
Belpointe Asset Management
Nevada
$301K +$294K +11,005 New
AFP
42
Ausdal Financial Partners
Iowa
$300K +$21.8K +815 +8%
HCA
43
Heck Capital Advisors
Wisconsin
$292K -$248K -9,300 -47%
CBA
44
Coastal Bridge Advisors
Connecticut
$290K +$284K +10,627 New
SDH
45
Sloy Dahl & Holst
Washington
$270K
AWM
46
Able Wealth Management
New Jersey
$255K +$36.5K +1,365 +17%
SEIA
47
Signature Estate & Investment Advisors
California
$246K +$240K +9,001 New
Bank of New York Mellon
48
Bank of New York Mellon
New York
$238K -$27 -1 -0%
SWM
49
SeaCrest Wealth Management
New York
$214K +$205K +7,688 New
AF
50
Allworth Financial
California
$149K