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ARDC

Are Dynamic Credit Allocation Fund

66 hedge funds and large institutions have $102M invested in Are Dynamic Credit Allocation Fund in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.11% more ownership

Funds ownership: 34.09%35.19% (+1.1%)

6% less capital invested

Capital invested by funds: $108M → $102M (-$6.07M)

7% less funds holding

Funds holding: 7166 (-5)

21% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 24

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

Holders
66
Holders Change
-5
Holders Change %
-7.04%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
19
Reduced
24
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$19.3M -$929K -71,836 -4%
Morgan Stanley
2
Morgan Stanley
New York
$6.19M +$188K +14,523 +3%
AF
3
Advisornet Financial
Minnesota
$6.12M +$232K +17,969 +4%
GC
4
Guggenheim Capital
Illinois
$5.06M -$389K -30,066 -7%
PCM
5
Penserra Capital Management
California
$4.98M +$5.3M +409,927 New
FIA
6
Foundations Investment Advisors
Arizona
$4.62M -$645K -49,839 -12%
UAG
7
United Advisor Group
Ohio
$4.36M +$115K +8,860 +3%
Invesco
8
Invesco
Georgia
$4.08M -$56.8K -4,389 -1%
SFS
9
Shaker Financial Services
Virginia
$4.03M +$1.12M +86,741 +35%
AAM
10
Advisors Asset Management
Colorado
$3.95M -$193K -14,910 -4%
SIA
11
Sit Investment Associates
Minnesota
$3.63M
NW
12
NewEdge Wealth
Pennsylvania
$3.13M +$172K +13,260 +5%
HWAM
13
Hennion & Walsh Asset Management
New Jersey
$3.02M -$83.7K -6,471 -3%
HA
14
Huntleigh Advisors
Missouri
$2.76M +$135K +10,433 +5%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$2.72M -$109K -8,440 -4%
LSC
16
Logan Stone Capital
Illinois
$2.4M +$1.15M +89,047 +82%
CIA
17
Capital Investment Advisors
Georgia
$2.3M -$14.3K -1,104 -0.6%
RAM
18
Readystate Asset Management
Illinois
$1.78M -$299K -23,132 -14%
FFA
19
Farther Finance Advisors
California
$1.78M +$530K +40,996 +39%
WAM
20
Wolverine Asset Management
Illinois
$1.71M +$503K +38,856 +38%
Raymond James Financial
21
Raymond James Financial
Florida
$1.59M +$801K +61,904 +90%
Balyasny Asset Management
22
Balyasny Asset Management
Illinois
$1.4M +$68.1K +5,263 +5%
IA
23
Icon Advisers
Colorado
$1.18M +$1.26M +97,237 New
CWP
24
Curated Wealth Partners
California
$1.07M +$1.88K +145 +0.2%
Bank of America
25
Bank of America
North Carolina
$986K -$660K -51,064 -39%

ARDC Hedge Fund Activity: Q1 2026 in Review

66 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Are Dynamic Credit Allocation Fund (ARDC) for Q1 2026, worth a combined $102M — down 5.6% from $108M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of ARDC and 8 opened new positions — a net loss of 5 holders — while 24 trimmed existing stakes and 19 added.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $5.3M. The largest seller was Stifel Financial, cutting an estimated $1.84M.

  • 66 institutional investors held Are Dynamic Credit Allocation Fund (ARDC) as of Q1 2026, down from 71 in Q4 2025.
  • Funds reported $102M of Are Dynamic Credit Allocation Fund stock for Q1 2026, down 5.6% quarter-over-quarter.
  • 8 funds opened new Are Dynamic Credit Allocation Fund positions in Q1 2026 and 13 closed out, a net change of -5 holders.
  • The largest Are Dynamic Credit Allocation Fund buyer in Q1 2026 was Penserra Capital Management, an estimated $5.3M added.
  • The largest Are Dynamic Credit Allocation Fund seller in Q1 2026 was Stifel Financial, an estimated $1.84M sold.

Based on aggregated 13F filings for Q1 2026.