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Convergence Long/Short Equity ETF

41 hedge funds and large institutions have $97.5M invested in Convergence Long/Short Equity ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
0.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
11
Reduced
11
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
1
Flagship Harbor Advisors
Massachusetts
$14.7M +$342K +14,652 +2%
LPL Financial
2
LPL Financial
California
$13.4M -$1.12M -47,909 -8%
RP
3
Riverwater Partners
Wisconsin
$12.1M -$22.4K -958 -0.2%
CCA
4
Cottonwood Capital Advisors
Utah
$7.84M -$8.67K -371 -0.1%
GLA
5
Good Life Advisors
Pennsylvania
$5.14M +$488K +20,887 +11%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$4.56M +$4.56M +193,283 New
AWM
7
Accurate Wealth Management
Florida
$4.18M +$140K +6,014 +3%
BAM
8
Belpointe Asset Management
Nevada
$3.61M +$3.61M +154,411 New
ACS
9
Archford Capital Strategies
Illinois
$3.39M +$738K +31,570 +28%
Creative Planning
10
Creative Planning
Kansas
$2.83M -$103K -4,425 -4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.78M +$1.66M +71,112 +149%
GRP
12
Global Retirement Partners
California
$2.71M +$2.71M +115,927 New
Mariner
13
Mariner
Kansas
$2.18M -$108K -4,616 -5%
Jane Street
14
Jane Street
New York
$1.89M +$898K +38,422 +91%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$1.75M -$990K -42,369 -36%
PAS
16
Park Avenue Securities
New York
$1.64M +$1.64M +70,058 New
FTS
17
Fifth Third Securities
Ohio
$1.62M +$1.62M +69,495 New
IWC
18
Integrated Wealth Concepts
Massachusetts
$1.52M -$417K -17,862 -22%
EW
19
Elyxium Wealth
California
$1.38M +$631K +26,982 +84%
TA
20
Tactive Advisors
Florida
$957K +$957K +40,965 New
OA
21
Operose Advisors
Wisconsin
$858K
FIA
22
Foundations Investment Advisors
Arizona
$808K +$144K +6,180 +22%
HI
23
Harbour Investments
Wisconsin
$783K +$255K +10,900 +48%
UBS Group
24
UBS Group
Switzerland
$781K -$1.12M -47,908 -59%
IWS
25
Insight Wealth Strategies
California
$532K -$97.3K -4,161 -15%