We are live on ! Find out more
CLSE icon

Convergence Long/Short Equity ETF
CLSE

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.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

75% more funds holding

Funds holding: 8 → 14 (+6)

68% more capital invested

Capital invested by funds: $21.6M → $36.2M (+$14.6M)

16.24% less ownership

Funds ownership: 66.64% → 50.4% (-16%)

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

Rank Fund Capital Flow
1
CCA
Cottonwood Capital Advisors
Utah
+$4.7M
2
FHA
Flagship Harbor Advisors
Massachusetts
+$2.33M
3
LPL Financial
LPL Financial
California
+$1.56M
4
SPC
Sigma Planning Corp
Michigan
+$1.41M
5
BAM
Belpointe Asset Management
Nevada
+$1.24M

Top Sellers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
-$2.49M
2
RP
Riverwater Partners
Wisconsin
-$384K
Name Holding Trade Value Shares
Change 		Change in
Stake
RP
1
Riverwater Partners
Wisconsin
$13.6M -$384K -20,377 -3%
FHA
2
Flagship Harbor Advisors
Massachusetts
$6.02M +$2.33M +123,777 +72%
CCA
3
Cottonwood Capital Advisors
Utah
$5.06M +$4.7M +249,476 New
Creative Planning
4
Creative Planning
Kansas
$2.77M -$2.49M -132,132 -49%
LPL Financial
5
LPL Financial
California
$2.18M +$1.56M +82,637 +344%
Mariner
6
Mariner
Kansas
$2.09M – – –
BAM
7
Belpointe Asset Management
Nevada
$1.66M +$1.24M +65,679 +417%
SPC
8
Sigma Planning Corp
Michigan
$1.53M +$1.41M +74,939 New
TA
9
Tactive Advisors
Florida
$589K +$543K +28,819 New
GLA
10
Good Life Advisors
Pennsylvania
$366K +$338K +17,917 New
UBS Group
11
UBS Group
Switzerland
$308K +$284K +15,060 +60,240%
AF
12
Allworth Financial
California
$42.1K +$38.8K +2,059 New
PA
13
Parallel Advisors
California
$4.25K – – –
VWM
14
Venturi Wealth Management
Texas
$2.04K +$1.88K +100 New

CLSE Hedge Fund Activity: Q1 2024 in Review

14 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Convergence Long/Short Equity ETF (CLSE) for Q1 2024, worth a combined $36.2M — up 68% from $21.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CLSE positions and 0 closed out — a net gain of 6 holders — while 4 added to existing stakes and 2 trimmed.

The largest buyer was Cottonwood Capital Advisors, opening a new position worth an estimated $4.7M. The largest seller was Creative Planning, cutting an estimated $2.49M.

  • 14 institutional investors held Convergence Long/Short Equity ETF (CLSE) as of Q1 2024, up from 8 in Q4 2023.
  • Funds reported $36.2M of Convergence Long/Short Equity ETF stock for Q1 2024, up 68% quarter-over-quarter.
  • 6 funds opened new Convergence Long/Short Equity ETF positions in Q1 2024 and 0 closed out, a net change of +6 holders.
  • The largest Convergence Long/Short Equity ETF buyer in Q1 2024 was Cottonwood Capital Advisors, an estimated $4.7M added.
  • The largest Convergence Long/Short Equity ETF seller in Q1 2024 was Creative Planning, an estimated $2.49M sold.

Based on aggregated 13F filings for Q1 2024.