Convergence Long/Short Equity ETF
CLSE
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.
1,113% more capital inflows, than outflows
Capital inflows: $32.3M | Capital outflows: $2.66M
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
244% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 9
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
17% more funds holding
Funds holding: 52 → 61 (+9)
3.85% more ownership
Funds ownership: 53.91% → 57.76% (+3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$7.25M |
| 2 |
Rockefeller Capital Management
New York
|
+$4.52M |
| 3 |
LSWP
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
|
+$4.1M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.32M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$1.32M |
| 2 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
-$248K |
| 3 |
TA
Tactive Advisors
Jacksonville,
Florida
|
-$231K |
| 4 |
QCM
Quantinno Capital Management
New York
|
-$228K |
| 5 |
ACS
Archford Capital Strategies
Swansea,
Illinois
|
-$172K |
CLSE Hedge Fund Activity: Q4 2025 in Review
61 of the 8,287 institutional investors tracked by Wall St. Rank reported a position in Convergence Long/Short Equity ETF (CLSE) for Q4 2025, worth a combined $154M — up 31% from $117M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new CLSE positions and 3 closed out — a net gain of 9 holders — while 31 added to existing stakes and 9 trimmed.
The largest buyer was Janney Montgomery Scott, adding an estimated $7.25M. The largest seller was Integrated Wealth Concepts, exiting entirely with an estimated $1.32M sold.
- 61 institutional investors held Convergence Long/Short Equity ETF (CLSE) as of Q4 2025, up from 52 in Q3 2025.
- Funds reported $154M of Convergence Long/Short Equity ETF stock for Q4 2025, up 31% quarter-over-quarter.
- 12 funds opened new Convergence Long/Short Equity ETF positions in Q4 2025 and 3 closed out, a net change of +9 holders.
- The largest Convergence Long/Short Equity ETF buyer in Q4 2025 was Janney Montgomery Scott, an estimated $7.25M added.
- The largest Convergence Long/Short Equity ETF seller in Q4 2025 was Integrated Wealth Concepts, an estimated $1.32M sold.
Based on aggregated 13F filings for Q4 2025.