Convergence Long/Short Equity ETF
CLSE
42 hedge funds and large institutions have $97.9M invested in Convergence Long/Short Equity ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 13 closing their positions.
24% more capital invested
Capital invested by funds: $79.1M → $97.9M (+$18.8M)
5.44% more ownership
Funds ownership: 46.78% → 52.22% (+5.4%)
9% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 11
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
8% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 13
2% less funds holding
Funds holding: 43 → 42 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$4.3M |
| 2 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$3.43M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.58M |
| 4 |
PAS
Park Avenue Securities
New York
|
+$1.56M |
| 5 |
FTS
Fifth Third Securities
Cincinnati,
Ohio
|
+$1.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$1.13M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.07M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.07M |
| 4 |
SWM
SeaCrest Wealth Management
Purchase,
New York
|
-$985K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$942K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CSP
51
Cary Street Partners
Richmond,
Virginia
| – | -$345K | -15,973 | Closed |
|
52
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$264K | -12,204 | Closed |
|
|
RIA
53
Regal Investment Advisors
Kentwood,
Michigan
| – | -$218K | -10,110 | Closed |
|
|
PS
54
Principal Securities
Des Moines,
Iowa
| – | -$26.7K | -1,167 | Closed |
|
55
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$22K | -1,000 | Closed |
|
CLSE Hedge Fund Activity: Q2 2025 in Review
42 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Convergence Long/Short Equity ETF (CLSE) for Q2 2025, worth a combined $97.9M — up 24% from $79.1M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of CLSE and 12 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 12 added.
The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $4.3M. The largest seller was Advisor Resource Council, exiting entirely with an estimated $1.13M sold.
- 42 institutional investors held Convergence Long/Short Equity ETF (CLSE) as of Q2 2025, down from 43 in Q1 2025.
- Funds reported $97.9M of Convergence Long/Short Equity ETF stock for Q2 2025, up 24% quarter-over-quarter.
- 12 funds opened new Convergence Long/Short Equity ETF positions in Q2 2025 and 13 closed out, a net change of -1 holder.
- The largest Convergence Long/Short Equity ETF buyer in Q2 2025 was Wealth Enhancement Advisory Services, an estimated $4.3M added.
- The largest Convergence Long/Short Equity ETF seller in Q2 2025 was Advisor Resource Council, an estimated $1.13M sold.
Based on aggregated 13F filings for Q2 2025.