Convergence Long/Short Equity ETF
CLSE
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.
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: 3 → 4 (+1)
21% more funds holding
Funds holding: 61 → 74 (+13)
4.17% more ownership
Funds ownership: 57.76% → 61.93% (+4.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
+$10.4M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$8.14M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$7.87M |
| 4 |
FFS
Founders Financial Securities
Towson,
Maryland
|
+$5.39M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$1.04M |
| 2 |
RAS
RPS Advisory Solutions
Louisville,
Kentucky
|
-$840K |
| 3 |
AWM
Accurate Wealth Management
Wesley Chapel,
Florida
|
-$644K |
| 4 |
EW
Elyxium Wealth
San Mateo,
California
|
-$570K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$497K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
76
Belpointe Asset Management
Reno,
Nevada
| – | -$301K | -11,005 | Closed |
|
|
HCA
77
Heck Capital Advisors
Rhinelander,
Wisconsin
| – | -$292K | -10,691 | Closed |
|
78
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$9.7K | -355 | Closed |
|
CLSE Hedge Fund Activity: Q1 2026 in Review
74 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Convergence Long/Short Equity ETF (CLSE) for Q1 2026, worth a combined $221M — up 44% from $154M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new CLSE positions and 4 closed out — a net gain of 16 holders — while 37 added to existing stakes and 11 trimmed.
The largest buyer was Rockefeller Capital Management, adding an estimated $10.4M. The largest seller was Harbour Investments, cutting an estimated $1.04M.
- 74 institutional investors held Convergence Long/Short Equity ETF (CLSE) as of Q1 2026, up from 61 in Q4 2025.
- Funds reported $221M of Convergence Long/Short Equity ETF stock for Q1 2026, up 44% quarter-over-quarter.
- 20 funds opened new Convergence Long/Short Equity ETF positions in Q1 2026 and 4 closed out, a net change of +16 holders.
- The largest Convergence Long/Short Equity ETF buyer in Q1 2026 was Rockefeller Capital Management, an estimated $10.4M added.
- The largest Convergence Long/Short Equity ETF seller in Q1 2026 was Harbour Investments, an estimated $1.04M sold.
Based on aggregated 13F filings for Q1 2026.