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Convergence Long/Short Equity ETF
CLSE

Overview Fund Activity

41 hedge funds and large institutions have $97.5M invested in Convergence Long/Short Equity ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
-1
Holders Change %
-2.38%
% 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
11
Reduced
11
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$4.56M
2
BAM
Belpointe Asset Management
Nevada
+$3.61M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.66M
4
PAS
Park Avenue Securities
New York
+$1.64M
5
FTS
Fifth Third Securities
Ohio
+$1.62M

Top Sellers

1
ARC
Advisor Resource Council
Texas
-$1.13M
2
LPL Financial
LPL Financial
California
-$1.12M
3
UBS Group
UBS Group
Switzerland
-$1.12M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$990K
5
SWM
SeaCrest Wealth Management
New York
-$985K
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
– -$264K -12,204 Closed
RIA
52
Regal Investment Advisors
Michigan
– -$218K -10,110 Closed
PS
53
Principal Securities
Iowa
– -$26.7K -1,167 Closed
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
– -$22K -1,000 Closed
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