Convergence Long/Short Equity ETF
CLSE
43 hedge funds and large institutions have $79.1M invested in Convergence Long/Short Equity ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 8 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 12
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
2% less funds holding
Funds holding: 44 → 43 (-1)
14.03% less ownership
Funds ownership: 60.81% → 46.78% (-14%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
44% less capital invested
Capital invested by funds: $142M → $79.1M (-$63.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Accurate Wealth Management
Wesley Chapel,
Florida
|
+$2.27M |
| 2 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$1.86M |
| 3 |
ACS
Archford Capital Strategies
Swansea,
Illinois
|
+$1.5M |
| 4 |
ARC
Advisor Resource Council
Dallas,
Texas
|
+$1.19M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Mainstay Capital Management
Grand Blanc,
Michigan
|
-$58.2M |
| 2 |
LPL Financial
San Diego,
California
|
-$2.29M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$1.84M |
| 4 |
PSCM
Per Stirling Capital Management
Austin,
Texas
|
-$1.82M |
| 5 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$1.21M |
CLSE Hedge Fund Activity: Q1 2025 in Review
43 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Convergence Long/Short Equity ETF (CLSE) for Q1 2025, worth a combined $79.1M — down 44% from $142M a quarter earlier.
Fund positioning in CLSE was balanced in Q1 2025: 8 funds opened new positions, 8 closed out, 16 added to existing stakes and 12 trimmed.
The largest buyer was Accurate Wealth Management, adding an estimated $2.27M. The largest seller was Mainstay Capital Management, exiting entirely with an estimated $58.2M sold.
- 43 institutional investors held Convergence Long/Short Equity ETF (CLSE) as of Q1 2025, down from 44 in Q4 2024.
- Funds reported $79.1M of Convergence Long/Short Equity ETF stock for Q1 2025, down 44% quarter-over-quarter.
- 8 funds opened new Convergence Long/Short Equity ETF positions in Q1 2025 and 8 closed out, a net change of 0 holders.
- The largest Convergence Long/Short Equity ETF buyer in Q1 2025 was Accurate Wealth Management, an estimated $2.27M added.
- The largest Convergence Long/Short Equity ETF seller in Q1 2025 was Mainstay Capital Management, an estimated $58.2M sold.
Based on aggregated 13F filings for Q1 2025.