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Convergence Long/Short Equity ETF
CLSE

Overview Fund Activity

14 hedge funds and large institutions have $36.2M invested in Convergence Long/Short Equity ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 0 closing their positions.

Holders
14
Holders Change
+6
Holders Change %
+75%
% of All Funds
0.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
6
Increased
4
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCA
1
Cottonwood Capital Advisors
Utah
$5.06M
2
FHA
2
Flagship Harbor Advisors
Massachusetts
$6.02M
3
LPL Financial
3
LPL Financial
California
$2.18M
4
SPC
4
Sigma Planning Corp
Michigan
$1.53M
5
BAM
5
Belpointe Asset Management
Nevada
$1.66M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$2.77M
2
RP
2
Riverwater Partners
Wisconsin
$13.6M
Name Market Value Shares Shares
Change 		Shares
Change %
RP
1
Riverwater Partners
Wisconsin
$13.6M 665,286 -20,377 -3%
FHA
2
Flagship Harbor Advisors
Massachusetts
$6.02M 294,726 +123,777 +72%
CCA
3
Cottonwood Capital Advisors
Utah
$5.06M 249,476 +249,476 New
Creative Planning
4
Creative Planning
Kansas
$2.77M 135,352 -132,132 -49%
LPL Financial
5
LPL Financial
California
$2.18M 106,653 +82,637 +344%
Mariner
6
Mariner
Kansas
$2.09M 102,100 – –
BAM
7
Belpointe Asset Management
Nevada
$1.66M 81,415 +65,679 +417%
SPC
8
Sigma Planning Corp
Michigan
$1.53M 74,939 +74,939 New
TA
9
Tactive Advisors
Florida
$589K 28,819 +28,819 New
GLA
10
Good Life Advisors
Pennsylvania
$366K 17,917 +17,917 New
UBS Group
11
UBS Group
Switzerland
$308K 15,085 +15,060 +60,240%
AF
12
Allworth Financial
California
$42.1K 2,059 +2,059 New
PA
13
Parallel Advisors
California
$4.25K 208 – –
VWM
14
Venturi Wealth Management
Texas
$2.04K 100 +100 New
CFGS
15
Concourse Financial Group Securities
Alabama
– – – –