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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
Holders
61
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWA
26
WCG Wealth Advisors
Nevada
$930K
CWMS
27
Cannon Wealth Management Services
North Carolina
$906K
ACS
28
Archford Capital Strategies
Illinois
$885K
EH
29
Equitable Holdings
New York
$863K
PSCM
30
Per Stirling Capital Management
Texas
$684K
AI
31
Atria Investments
North Carolina
$674K
LPAM
32
Lodestar Private Asset Management
California
$620K
HighTower Advisors
33
HighTower Advisors
Illinois
$590K
LSIA
34
LaSalle St. Investment Advisors
Illinois
$499K
MML Investors Services
35
MML Investors Services
Massachusetts
$497K
FWWM
36
Fiscal Wisdom Wealth Management
Connecticut
$481K
AWM
37
Apollon Wealth Management
South Carolina
$468K
AWM
38
Act Wealth Management
Texas
$393K
RIA
39
Regal Investment Advisors
Michigan
$319K
SPC
40
Sigma Planning Corp
Michigan
$307K
BAM
41
Belpointe Asset Management
Nevada
$301K
AFP
42
Ausdal Financial Partners
Iowa
$300K
HCA
43
Heck Capital Advisors
Wisconsin
$292K
CBA
44
Coastal Bridge Advisors
Connecticut
$290K
SDH
45
Sloy Dahl & Holst
Washington
$270K
AWM
46
Able Wealth Management
New Jersey
$255K
SEIA
47
Signature Estate & Investment Advisors
California
$246K
Bank of New York Mellon
48
Bank of New York Mellon
New York
$238K
SWM
49
SeaCrest Wealth Management
New York
$214K
AF
50
Allworth Financial
California
$149K