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Convergence Long/Short Equity ETF

74 hedge funds and large institutions have $221M invested in Convergence Long/Short Equity ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

236% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 11

44% more capital invested

Capital invested by funds: $154M → $221M (+$67.7M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

21% more funds holding

Funds holding: 6174 (+13)

4.17% more ownership

Funds ownership: 57.76%61.93% (+4.2%)

Holders
74
Holders Change
+13
Holders Change %
+21.31%
% of All Funds
0.91%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
20
Increased
37
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SDH
51
Sloy Dahl & Holst
Washington
$278K
AWM
52
Able Wealth Management
New Jersey
$262K -$562 -20 -0.2%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$247K +$247K +8,776 New
SPC
54
Sigma Planning Corp
Michigan
$237K -$79K -2,810 -25%
SWM
55
SeaCrest Wealth Management
New York
$234K +$17.5K +621 +8%
SPIA
56
Steward Partners Investment Advisory
New York
$231K +$204K +7,252 +763%
CA
57
Commerce Advisors
Tennessee
$231K +$230K +8,200 New
RAS
58
RPS Advisory Solutions
Kentucky
$212K -$840K -29,869 -80%
CBA
59
Coastal Bridge Advisors
Connecticut
$203K -$96K -3,416 -32%
AF
60
Allworth Financial
California
$154K
Wells Fargo
61
Wells Fargo
California
$68.6K +$4.61K +164 +7%
ASN
62
Advisory Services Network
Georgia
$61.3K +$61.3K +2,180 New
CCWM
63
Cassaday & Co Wealth Management
Virginia
$47.8K +$47.7K +1,697 New
AP
64
Advisors Preferred
Maryland
$44.5K +$38.6K +1,374 +664%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$43K +$34.4K +1,223 +368%
TCM
66
TD Capital Management
Tennessee
$19.7K +$19.7K +700 New
PTC
67
Private Trust Company
Ohio
$17.5K
IA
68
IFP Advisors
Florida
$14.7K +$14.7K +523 New
HI
69
Harbour Investments
Wisconsin
$7.04K -$1.04M -36,910 -99%
GWM
70
Geneos Wealth Management
Colorado
$6.44K +$6.44K +229 New
PA
71
Parallel Advisors
California
$5.85K
AAP
72
Arax Advisory Partners
Colorado
$3.38K -$13.2K -468 -80%
DCM
73
Davidson Capital Management
Texas
$2K +$2K +71 New
Morgan Stanley
74
Morgan Stanley
New York
$57 +$28 +1 +100%
MML Investors Services
75
MML Investors Services
Massachusetts
-$497K -18,176 Closed