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Convergence Long/Short Equity ETF

31 hedge funds and large institutions have $107M invested in Convergence Long/Short Equity ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 1 closing their positions.

Holders
31
Holders Change
+11
Holders Change %
+55%
% of All Funds
0.45%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
8
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MCM
1
Mainstay Capital Management
Michigan
$46.7M 2,097,867 +21,743 +1%
RP
2
Riverwater Partners
Wisconsin
$12.7M 569,544 -82,771 -13%
FHA
3
Flagship Harbor Advisors
Massachusetts
$11.4M 512,802 +512,802 New
LPL Financial
4
LPL Financial
California
$9.85M 442,077 +143,742 +48%
CCA
5
Cottonwood Capital Advisors
Utah
$7.11M 319,108 +50,835 +19%
Creative Planning
6
Creative Planning
Kansas
$3.21M 143,980 -20,052 -12%
GLA
7
Good Life Advisors
Pennsylvania
$2.94M 131,947 +16,916 +15%
Mariner
8
Mariner
Kansas
$2.21M 99,270
SPC
9
Sigma Planning Corp
Michigan
$2.02M 90,763 +4,161 +5%
BAM
10
Belpointe Asset Management
Nevada
$1.25M 56,065 -30,547 -35%
ACS
11
Archford Capital Strategies
Illinois
$1.01M 44,342 -1,322 -3%
PSCM
12
Per Stirling Capital Management
Texas
$934K 41,920 +41,920 New
UBS Group
13
UBS Group
Switzerland
$727K 32,630
BCM
14
Brookstone Capital Management
Illinois
$675K 30,290 +10,524 +53%
CSPIA
15
Cary Street Partners Investment Advisory
Virginia
$609K 27,330 +27,330 New
GGV
16
GG Group Ventures
Florida
$540K 22,884 +1,059 +5%
SFS
17
Sowell Financial Services
Arkansas
$457K 20,518 +20,518 New
SWM
18
SeaCrest Wealth Management
New York
$408K 18,301 +18,301 New
AWM
19
Accurate Wealth Management
Florida
$366K 16,142 +16,142 New
EH
20
Equitable Holdings
New York
$346K 15,554 +1,347 +9%
TSWM
21
Tyler-Stone Wealth Management
Ohio
$290K 13,024 +13,024 New
LPAM
22
Lodestar Private Asset Management
California
$284K 12,752 +12,752 New
FIA
23
Foundations Investment Advisors
Arizona
$270K 12,124 +12,124 New
SA
24
Sanctuary Advisors
Indiana
$248K 10,493 +10,493 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$212K 9,537 -5,749 -38%