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Convergence Long/Short Equity ETF

42 hedge funds and large institutions have $78.8M invested in Convergence Long/Short Equity ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 8 closing their positions.

Holders
42
Holders Change
-2
Holders Change %
-4.55%
% of All Funds
0.57%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
8
Increased
15
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$13.4M 619,408 -100,705 -14%
FHA
2
Flagship Harbor Advisors
Massachusetts
$13.3M 614,743 +81,828 +15%
RP
3
Riverwater Partners
Wisconsin
$11.2M 520,106 -45,766 -8%
CCA
4
Cottonwood Capital Advisors
Utah
$7.26M 335,932 +6,004 +2%
GLA
5
Good Life Advisors
Pennsylvania
$4.3M 198,848 +39,057 +24%
AWM
6
Accurate Wealth Management
Florida
$3.68M 173,622 +99,638 +135%
Creative Planning
7
Creative Planning
Kansas
$2.71M 125,610 -20,473 -14%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$2.54M 117,335 -81,118 -41%
ACS
9
Archford Capital Strategies
Illinois
$2.45M 113,408 +66,189 +140%
Mariner
10
Mariner
Kansas
$2.12M 97,947 -467 -0.5%
IWC
11
Integrated Wealth Concepts
Massachusetts
$1.79M 82,756 -1,783 -2%
UBS Group
12
UBS Group
Switzerland
$1.76M 81,307 +48,677 +149%
ARC
13
Advisor Resource Council
Texas
$1.13M 52,153 +52,153 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.03M 47,875 +32,243 +206%
SWM
15
SeaCrest Wealth Management
New York
$985K 45,601 +9,968 +28%
Jane Street
16
Jane Street
New York
$917K 42,417 +42,417 New
OA
17
Operose Advisors
Wisconsin
$794K 36,725 +36,725 New
EW
18
Elyxium Wealth
California
$694K 32,111 +6,356 +25%
FIA
19
Foundations Investment Advisors
Arizona
$614K 28,391 +13,683 +93%
IWS
20
Insight Wealth Strategies
California
$581K 26,887
SPC
21
Sigma Planning Corp
Michigan
$532K 24,623 -53,010 -68%
HI
22
Harbour Investments
Wisconsin
$489K 22,620 +13,370 +145%
HCA
23
Heck Capital Advisors
Wisconsin
$432K 19,991
BCM
24
Brookstone Capital Management
Illinois
$410K 18,956 -4,178 -18%
AWS
25
Atria Wealth Solutions
New York
$403K 18,658 +5,970 +47%