ARDC

Are Dynamic Credit Allocation Fund

65 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 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$19.3M
Morgan Stanley
2
Morgan Stanley
New York
$6.19M
AF
3
Advisornet Financial
Minnesota
$6.12M
GC
4
Guggenheim Capital
Illinois
$5.06M
PCM
5
Penserra Capital Management
California
$4.98M
FIA
6
Foundations Investment Advisors
Arizona
$4.62M
UAG
7
United Advisor Group
Ohio
$4.36M
Invesco
8
Invesco
Georgia
$4.08M
SFS
9
Shaker Financial Services
Virginia
$4.03M
AAM
10
Advisors Asset Management
Colorado
$3.95M
SIA
11
Sit Investment Associates
Minnesota
$3.63M
NW
12
NewEdge Wealth
Pennsylvania
$3.13M
HWAM
13
Hennion & Walsh Asset Management
New Jersey
$3.02M
HA
14
Huntleigh Advisors
Missouri
$2.76M
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$2.72M
LSC
16
Logan Stone Capital
Illinois
$2.4M
CIA
17
Capital Investment Advisors
Georgia
$2.3M
RAM
18
Readystate Asset Management
Illinois
$1.78M
FFA
19
Farther Finance Advisors
California
$1.78M
WAM
20
Wolverine Asset Management
Illinois
$1.71M
Raymond James Financial
21
Raymond James Financial
Florida
$1.59M
Balyasny Asset Management
22
Balyasny Asset Management
Illinois
$1.4M
IA
23
Icon Advisers
Colorado
$1.18M
CWP
24
Curated Wealth Partners
California
$1.07M
Bank of America
25
Bank of America
North Carolina
$986K