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Convergence Long/Short Equity ETF

20 hedge funds and large institutions have $85.9M invested in Convergence Long/Short Equity ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and closing their positions.

Holders
20
Holders Change
+6
Holders Change %
+42.86%
% of All Funds
0.29%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
8
Increased
9
Reduced
2
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MCM
1
Mainstay Capital Management
Michigan
$44.5M 2,076,124 +2,076,124 New
RP
2
Riverwater Partners
Wisconsin
$14M 652,315 -12,971 -2%
LPL Financial
3
LPL Financial
California
$6.4M 298,335 +191,682 +180%
CCA
4
Cottonwood Capital Advisors
Utah
$5.82M 268,273 +18,797 +8%
Creative Planning
5
Creative Planning
Kansas
$3.52M 164,032 +28,680 +21%
GLA
6
Good Life Advisors
Pennsylvania
$2.47M 115,031 +97,114 +542%
Mariner
7
Mariner
Kansas
$2.13M 99,270 -2,830 -3%
BAM
8
Belpointe Asset Management
Nevada
$1.86M 86,612 +5,197 +6%
SPC
9
Sigma Planning Corp
Michigan
$1.86M 86,602 +11,663 +16%
ACS
10
Archford Capital Strategies
Illinois
$979K 45,664 +45,664 New
UBS Group
11
UBS Group
Switzerland
$700K 32,630 +17,545 +116%
GGV
12
GG Group Ventures
Florida
$460K 21,825 +21,825 New
BCM
13
Brookstone Capital Management
Illinois
$416K 19,766 +19,766 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$328K 15,286 +15,286 New
EH
15
Equitable Holdings
New York
$305K 14,207 +14,207 New
AF
16
Allworth Financial
California
$135K 6,459 +4,400 +214%
Bank of America
17
Bank of America
North Carolina
$41.2K 1,922 +1,922 New
PTC
18
Private Trust Company
Ohio
$13.3K 622 +622 New
PA
19
Parallel Advisors
California
$4.46K 208
VWM
20
Venturi Wealth Management
Texas
$4.29K 200 +100 +100%
CFGS
21
Concourse Financial Group Securities
Alabama