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Convergence Long/Short Equity ETF

61 hedge funds and large institutions have $154M invested in Convergence Long/Short Equity ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
$19.3M
LPL Financial
2
LPL Financial
California
$19M
RP
3
Riverwater Partners
Wisconsin
$14.1M
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$9.61M
CCA
5
Cottonwood Capital Advisors
Utah
$9.28M
LSWP
6
Liberty Square Wealth Partners
Pennsylvania
$8.6M
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$8.12M
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$6.76M
SFS
9
Sowell Financial Services
Arkansas
$6.18M
TA
10
Tactive Advisors
Florida
$6.09M
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$4.61M
AWM
12
Accurate Wealth Management
Florida
$4.33M
Creative Planning
13
Creative Planning
Kansas
$3.49M
GRP
14
Global Retirement Partners
California
$3.33M
PAS
15
Park Avenue Securities
New York
$3.24M
EW
16
Elyxium Wealth
California
$3M
Mariner
17
Mariner
Kansas
$2.56M
FTS
18
Fifth Third Securities
Ohio
$2.32M
SA
19
Sanctuary Advisors
Indiana
$1.44M
EAM
20
Empirical Asset Management
Massachusetts
$1.16M
GPW
21
Genesis Private Wealth
Virginia
$1.1M
FIA
22
Foundations Investment Advisors
Arizona
$1.07M
RAS
23
RPS Advisory Solutions
Kentucky
$1.02M
HI
24
Harbour Investments
Wisconsin
$1.02M
OA
25
Operose Advisors
Wisconsin
$1M