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Convergence Long/Short Equity ETF (CLSE) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Convergence Long/Short Equity ETF (BATS:CLSE)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$9.81M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$2.15M
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CLSE Institutional Buying and Selling by Quarter

Convergence Long/Short Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 Integrated Wealth Concepts LLC82,756$1.79M0.0%-2.1%1.048%
5/12/2025 Operose Advisors LLC36,725$794K0.3%N/A0.492%
5/9/2025 Cary Street Partners Financial LLC15,973$345K0.0%-51.0%0.214%
5/5/2025 Elyxium Wealth LLC32,111$694K0.3%+24.7%0.430%
4/17/2025 Janney Montgomery Scott LLC117,335$2.54M0.0%-40.9%1.499%
2/17/2025 Elyxium Wealth LLC25,755$590K0.4%N/A0.625%
2/17/2025 Cary Street Partners Financial LLC32,602$747K0.0%N/A0.791%
2/14/2025 Integrated Wealth Concepts LLC84,539$1.94M0.0%N/A2.052%
1/21/2025 Archford Capital Strategies LLC47,219$1.08M0.2%+6.5%1.146%
1/17/2025 Janney Montgomery Scott LLC198,453$4.55M0.0%N/A4.817%
7/17/2024 Archford Capital Strategies LLC45,664$979K0.2%N/A1.108%
(Data available from 1/1/2016 forward)

CLSE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CLSE shares?

During the previous two years, the following institutional investors and hedge funds held shares of Convergence Long/Short Equity ETF shares: Janney Montgomery Scott LLC ($2.54M), Integrated Wealth Concepts LLC ($1.79M), Archford Capital Strategies LLC ($1.08M), Operose Advisors LLC ($794K), and Elyxium Wealth LLC ($694K), Cary Street Partners Financial LLC ($345K).Learn more on CLSE's institutional investors.

Which institutional investors have been buying Convergence Long/Short Equity ETF stock?

The following institutional investors have purchased Convergence Long/Short Equity ETF stock in the last 24 months: Janney Montgomery Scott LLC ($198.45K), Integrated Wealth Concepts LLC ($84.54K), Archford Capital Strategies LLC ($48.54K), Operose Advisors LLC ($36.73K), Cary Street Partners Financial LLC ($32.60K), and Elyxium Wealth LLC ($32.11K).

How much institutional buying is happening at Convergence Long/Short Equity ETF?

Institutional investors have bought a total of 432,971 shares in the last 24 months. This purchase volume represents approximately $9.81M in transactions.

Which Convergence Long/Short Equity ETF major shareholders have been selling company stock?

The following institutional investors have sold Convergence Long/Short Equity ETF stock in the last 24 months: Janney Montgomery Scott LLC ($81.12K), Cary Street Partners Financial LLC ($16.63K), and Integrated Wealth Concepts LLC ($1.78K).

How much institutional selling is happening at Convergence Long/Short Equity ETF?

Institutional investors have sold a total of 99,530 shares in the last 24 months. This volume of shares sold represents approximately $2.15M in transactions.



This page (BATS:CLSE) was last updated on 6/2/2025 by MarketBeat.com Staff
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