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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)
5
Total
Institutional Inflows
(last 12 months)
$8.88M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$1.75M
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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
4/17/2025 Janney Montgomery Scott LLC117,335$2.54M0.0%-40.9%1.499%
2/17/2025Elyxium Wealth LLC25,755$590K0.4%N/A0.625%
2/17/2025Cary Street Partners Financial LLC32,602$747K0.0%N/A0.791%
2/14/2025Integrated 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 ($1.94M), Archford Capital Strategies LLC ($1.08M), and Cary Street Partners Financial LLC ($747K), Elyxium Wealth LLC ($590K).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), Cary Street Partners Financial LLC ($32.60K), and Elyxium Wealth LLC ($25.76K).

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

Institutional investors have bought a total of 389,890 shares in the last 24 months. This purchase volume represents approximately $8.88M 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).

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

Institutional investors have sold a total of 81,118 shares in the last 24 months. This volume of shares sold represents approximately $1.75M in transactions.



This page (BATS:CLSE) was last updated on 4/27/2025 by MarketBeat.com Staff
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