Convergence Long/Short Equity ETF
CLSE
52 hedge funds and large institutions have $117M invested in Convergence Long/Short Equity ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 20 increasing their positions, 5 reducing their positions, and 5 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 5
240% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 5
24% more funds holding
Funds holding: 42 → 52 (+10)
20% more capital invested
Capital invested by funds: $97.9M → $117M (+$19.3M)
1.7% more ownership
Funds ownership: 52.22% → 53.91% (+1.7%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$5.18M |
| 2 |
TA
Tactive Advisors
Jacksonville,
Florida
|
+$4.67M |
| 3 |
LSWP
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
|
+$3.41M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.62M |
| 5 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$1.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$3.61M |
| 2 |
ACS
Archford Capital Strategies
Swansea,
Illinois
|
-$2.6M |
| 3 |
Jane Street
New York
|
-$1.89M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$781K |
| 5 |
IWS
Insight Wealth Strategies
San Ramon,
California
|
-$532K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PA
51
Parallel Advisors
San Francisco,
California
| $5.42K | – | – | – |
|
|
NMG
52
New Millennium Group
Sandy,
Utah
| $17 | – | – | – |
|
53
Wells Fargo
San Francisco,
California
| $10 | – | – | – |
|
|
BAM
54
Belpointe Asset Management
Reno,
Nevada
| – | -$3.61M | -154,411 | Closed |
|
|
55
Jane Street
New York
| – | -$1.89M | -80,839 | Closed |
|
|
56
UBS Group
Zurich,
Switzerland
| – | -$781K | -33,399 | Closed |
|
|
IWS
57
Insight Wealth Strategies
San Ramon,
California
| – | -$532K | -22,726 | Closed |
|
|
NWM
58
Nova Wealth Management
Bonita Springs,
Florida
| – | -$12.9K | -553 | Closed |
|
CLSE Hedge Fund Activity: Q3 2025 in Review
52 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Convergence Long/Short Equity ETF (CLSE) for Q3 2025, worth a combined $117M — up 20% from $97.9M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new CLSE positions and 5 closed out — a net gain of 12 holders — while 20 added to existing stakes and 5 trimmed.
The largest buyer was Sowell Financial Services, opening a new position worth an estimated $5.18M. The largest seller was Belpointe Asset Management, exiting entirely with an estimated $3.61M sold.
- 52 institutional investors held Convergence Long/Short Equity ETF (CLSE) as of Q3 2025, up from 42 in Q2 2025.
- Funds reported $117M of Convergence Long/Short Equity ETF stock for Q3 2025, up 20% quarter-over-quarter.
- 17 funds opened new Convergence Long/Short Equity ETF positions in Q3 2025 and 5 closed out, a net change of +12 holders.
- The largest Convergence Long/Short Equity ETF buyer in Q3 2025 was Sowell Financial Services, an estimated $5.18M added.
- The largest Convergence Long/Short Equity ETF seller in Q3 2025 was Belpointe Asset Management, an estimated $3.61M sold.
Based on aggregated 13F filings for Q3 2025.