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Convergence Long/Short Equity ETF

44 hedge funds and large institutions have $142M invested in Convergence Long/Short Equity ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
44
Holders Change
+13
Holders Change %
+41.94%
% of All Funds
0.59%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
16
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MCM
1
Mainstay Capital Management
Michigan
$58.2M 2,541,580 +443,713 +21%
LPL Financial
2
LPL Financial
California
$16.5M 720,113 +278,036 +63%
RP
3
Riverwater Partners
Wisconsin
$13M 565,872 -3,672 -0.6%
FHA
4
Flagship Harbor Advisors
Massachusetts
$12.2M 532,915 +20,113 +4%
CCA
5
Cottonwood Capital Advisors
Utah
$7.56M 329,928 +10,820 +3%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$4.55M 198,453 +198,453 New
GLA
7
Good Life Advisors
Pennsylvania
$3.66M 159,791 +27,844 +21%
Creative Planning
8
Creative Planning
Kansas
$3.35M 146,083 +2,103 +1%
Mariner
9
Mariner
Kansas
$2.25M 98,414 -856 -0.9%
IWC
10
Integrated Wealth Concepts
Massachusetts
$1.94M 84,539 +84,539 New
PSCM
11
Per Stirling Capital Management
Texas
$1.82M 79,656 +37,736 +90%
SPC
12
Sigma Planning Corp
Michigan
$1.78M 77,633 -13,130 -14%
AWM
13
Accurate Wealth Management
Florida
$1.7M 73,984 +57,842 +358%
BAM
14
Belpointe Asset Management
Nevada
$1.21M 55,975 -90 -0.2%
ACS
15
Archford Capital Strategies
Illinois
$1.08M 47,219 +2,877 +6%
SI
16
Stephens Inc
Arkansas
$834K 36,418 +36,418 New
SWM
17
SeaCrest Wealth Management
New York
$816K 35,633 +17,332 +95%
RL
18
Retireful LLC
Michigan
$774K 33,787 +33,787 New
UBS Group
19
UBS Group
Switzerland
$748K 32,630
CSP
20
Cary Street Partners
Virginia
$747K 32,602 +32,602 New
GGV
21
GG Group Ventures
Florida
$693K 30,239 +7,355 +32%
EH
22
Equitable Holdings
New York
$655K 28,586 +13,032 +84%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$638K 27,845 +18,308 +192%
IWS
24
Insight Wealth Strategies
California
$616K 26,887 +26,887 New
EW
25
Elyxium Wealth
California
$590K 25,755 +25,755 New