We are live on ! Find out more
CLSE icon

Convergence Long/Short Equity ETF
CLSE

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

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

244% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 9

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

31% more capital invested

Capital invested by funds: $117M → $154M (+$36.4M)

17% more funds holding

Funds holding: 52 → 61 (+9)

3.85% more ownership

Funds ownership: 53.91% → 57.76% (+3.8%)

Holders
61
Holders Change
+9
Holders Change %
+17.31%
% of All Funds
0.74%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
12
Increased
31
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$7.25M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$4.52M
3
LSWP
Liberty Square Wealth Partners
Pennsylvania
+$4.1M
4
LPL Financial
LPL Financial
California
+$2.32M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.66M

Top Sellers

1
IWC
Integrated Wealth Concepts
Massachusetts
-$1.32M
2
HCA
Heck Capital Advisors
Wisconsin
-$248K
3
TA
Tactive Advisors
Florida
-$231K
4
QCM
Quantinno Capital Management
New York
-$228K
5
ACS
Archford Capital Strategies
Illinois
-$172K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
51
Wells Fargo
California
$62.1K +$60.7K +2,272 New
SPIA
52
Steward Partners Investment Advisory
New York
$26K +$25.4K +950 New
PTC
53
Private Trust Company
Ohio
$17K – – –
AAP
54
Arax Advisory Partners
Colorado
$16.1K – – –
SAG
55
SageView Advisory Group
California
$13.7K +$13.4K +500 New
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$9.7K – – –
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$9K – – –
AP
58
Advisors Preferred
Maryland
$5.71K -$34.2K -1,281 -86%
PA
59
Parallel Advisors
California
$5.68K – – –
Morgan Stanley
60
Morgan Stanley
New York
$48 +$27 +1 New
NMG
61
New Millennium Group
Utah
$18 – – –
IWC
62
Integrated Wealth Concepts
Massachusetts
– -$1.32M -50,774 Closed
QCM
63
Quantinno Capital Management
New York
– -$228K -8,738 Closed
ASN
64
Advisory Services Network
Georgia
– -$40.5K -1,555 Closed
1 2
3