CLSE icon

Convergence Long/Short Equity ETF

50 hedge funds and large institutions have $117M invested in Convergence Long/Short Equity ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
1
Flagship Harbor Advisors
Massachusetts
$17.6M
LPL Financial
2
LPL Financial
California
$15.9M
RP
3
Riverwater Partners
Wisconsin
$13.5M
CCA
4
Cottonwood Capital Advisors
Utah
$8.82M
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$6.05M
TA
6
Tactive Advisors
Florida
$6.03M
SFS
7
Sowell Financial Services
Arkansas
$5.51M
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$4.82M
LSWP
9
Liberty Square Wealth Partners
Pennsylvania
$4.19M
AWM
10
Accurate Wealth Management
Florida
$4.09M
Creative Planning
11
Creative Planning
Kansas
$3.32M
GRP
12
Global Retirement Partners
California
$3.1M
EW
13
Elyxium Wealth
California
$2.72M
Mariner
14
Mariner
Kansas
$2.43M
FTS
15
Fifth Third Securities
Ohio
$2.2M
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$2.09M
PAS
17
Park Avenue Securities
New York
$2.02M
IWC
18
Integrated Wealth Concepts
Massachusetts
$1.32M
ACS
19
Archford Capital Strategies
Illinois
$1.01M
OA
20
Operose Advisors
Wisconsin
$956K
HI
21
Harbour Investments
Wisconsin
$903K
FIA
22
Foundations Investment Advisors
Arizona
$847K
RAS
23
RPS Advisory Solutions
Kentucky
$800K
EAM
24
Empirical Asset Management
Massachusetts
$783K
LSIA
25
LaSalle St. Investment Advisors
Illinois
$594K