Convergence Long/Short Equity ETF
CLSE
CLSE
8 hedge funds and large institutions have $21.6M invested in Convergence Long/Short Equity ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.
Holders
8
Holders Change
+2
Holders Change %
+33.33%
% of All Funds
0.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
3
Increased
1
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
HI
1
Harbour Investments
Madison,
Wisconsin
|
$0 |
| 2 |
2
Mariner
Overland Park,
Kansas
|
$1.74M |
| 3 |
3
UBS Group
Zurich,
Switzerland
|
$426 |
| 4 |
4
LPL Financial
San Diego,
California
|
$410K |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
RP
1
Riverwater Partners
Milwaukee,
Wisconsin
| $11.7M | 685,663 | +10,969 | +2% |
|
2
Creative Planning
Overland Park,
Kansas
| $4.56M | 267,484 | +267,484 | New |
|
|
FHA
3
Flagship Harbor Advisors
Boston,
Massachusetts
| $2.92M | 170,949 | +170,949 | New |
|
|
4
Mariner
Overland Park,
Kansas
| $1.74M | 102,100 | -1,429 | -1% |
|
|
5
LPL Financial
San Diego,
California
| $410K | 24,016 | -447 | -2% |
|
|
BAM
6
Belpointe Asset Management
Reno,
Nevada
| $268K | 15,736 | +15,736 | New |
|
|
PA
7
Parallel Advisors
San Francisco,
California
| $3.55K | 208 | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $426 | 25 | -448 | -95% |
|
|
HI
9
Harbour Investments
Madison,
Wisconsin
| – | – | -13,032 | Closed |
|
|
CFGS
10
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|