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Convergence Long/Short Equity ETF

74 hedge funds and large institutions have $221M invested in Convergence Long/Short Equity ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

236% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 11

44% more capital invested

Capital invested by funds: $154M → $221M (+$67.7M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

21% more funds holding

Funds holding: 6174 (+13)

4.17% more ownership

Funds ownership: 57.76%61.93% (+4.2%)

Holders
74
Holders Change
+13
Holders Change %
+21.31%
% of All Funds
0.91%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
20
Increased
37
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
1
Flagship Harbor Advisors
Massachusetts
$21.5M +$1.61M +57,331 +8%
LPL Financial
2
LPL Financial
California
$19.9M +$295K +10,490 +2%
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$15.2M +$10.4M +369,023 +217%
RP
4
Riverwater Partners
Wisconsin
$14.8M +$249K +8,851 +2%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$12.3M +$2.43M +86,464 +25%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$11.9M +$4.92M +175,112 +71%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$11M +$2.56M +91,191 +31%
LSWP
8
Liberty Square Wealth Partners
Pennsylvania
$10.9M +$2.04M +72,602 +23%
CCA
9
Cottonwood Capital Advisors
Utah
$9.76M +$205K +7,291 +2%
HighTower Advisors
10
HighTower Advisors
Illinois
$8.75M +$8.14M +289,511 +1,342%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$7.88M +$7.87M +279,950 New
TA
12
Tactive Advisors
Florida
$7.24M +$959K +34,127 +15%
SFS
13
Sowell Financial Services
Arkansas
$6.49M +$128K +4,558 +2%
FFS
14
Founders Financial Securities
Maryland
$5.76M +$5.39M +191,637 New
SA
15
Sanctuary Advisors
Indiana
$4.79M +$3.31M +117,610 +223%
PAS
16
Park Avenue Securities
New York
$4.67M +$1.34M +47,559 +40%
BIG
17
Brookwood Investment Group
Arizona
$4.46M +$4.45M +158,489 New
AWM
18
Accurate Wealth Management
Florida
$4M -$644K -22,925 -15%
Creative Planning
19
Creative Planning
Kansas
$3.59M
Mariner
20
Mariner
Kansas
$2.61M -$19.8K -706 -0.8%
EW
21
Elyxium Wealth
California
$2.52M -$570K -20,265 -18%
FTS
22
Fifth Third Securities
Ohio
$2.31M -$82.2K -2,924 -3%
IWC
23
Integrated Wealth Concepts
Massachusetts
$1.56M +$1.56M +55,413 New
EH
24
Equitable Holdings
New York
$1.54M +$694K +24,709 +78%
Stifel Financial
25
Stifel Financial
Missouri
$1.5M +$1.5M +53,285 New