ARDC

Are Dynamic Credit Allocation Fund
ARDC

Overview Fund Activity

58 hedge funds and large institutions have $101M invested in Are Dynamic Credit Allocation Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 1 closing their positions.

Holders
58
Holders Change
+6
Holders Change %
+11.54%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
17
Reduced
18
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
1
Advisornet Financial
Minnesota
$3.34M
2
SFS
2
Shaker Financial Services
Virginia
$1.52M
3
PAMP
3
Polar Asset Management Partners
Ontario, Canada
$759K
4
WAM
4
Wolverine Asset Management
Illinois
$955K
5
SIA
5
Sit Investment Associates
Minnesota
$621K

Top Sellers

1
FIA
1
Foundations Investment Advisors
Arizona
$5.01M
2
GC
2
Guggenheim Capital
Illinois
$5.45M
3
AAM
3
Advisors Asset Management
Colorado
$5.32M
4
LCM
4
Landscape Capital Management
New Jersey
$1.73M
5
Raymond James Financial
5
Raymond James Financial
Florida
$679K
Name Market Value Shares Shares
Change 		Shares
Change %
Raymond James Financial
26
Raymond James Financial
Florida
$679K 47,754 -22,003 -32%
UBS Group
27
UBS Group
Switzerland
$658K 46,291 -8,055 -15%
SIA
28
Sit Investment Associates
Minnesota
$621K 43,687 +43,687 New
Osaic Holdings
29
Osaic Holdings
Arizona
$581K 38,481 -13,247 -26%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$580K 40,817 -6,588 -14%
P
31
&Partners
Tennessee
$509K 35,792 +35,792 New
MMA
32
Miracle Mile Advisors
California
$498K 35,000 – –
LPL Financial
33
LPL Financial
California
$486K 34,173 +386 +1%
NFSG
34
Newbridge Financial Services Group
Florida
$434K 30,544 +30,544 New
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$367K 25,786 +3,019 +13%
CWM
36
Cedar Wealth Management
California
$287K 20,166 -4,961 -20%
NA
37
NewEdge Advisors
Louisiana
$281K 19,739 -600 -3%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$254K 17,859 -5,062 -22%
EGA
39
E&G Advisors
Texas
$238K 16,746 – –
WJWM
40
Williams Jones Wealth Management
New York
$219K 15,435 – –
WA
41
Waverly Advisors
Alabama
$180K 12,660 +106 +0.8%
APW
42
Axim Planning & Wealth
Ohio
$167K 11,755 +11,755 New
HF
43
HRT Financial
New York
$147K 10,407 +10,407 New
Neuberger Berman Group
44
Neuberger Berman Group
New York
$142K 10,000 – –
ACM
45
Anfield Capital Management
California
$116K 8,147 +375 +5%
FDCDDQ
46
Federation des caisses Desjardins du Quebec
Quebec, Canada
$108K 7,600 – –
GA
47
GoalVest Advisory
New York
$99.5K 7,000 +7,000 New
SWM
48
Spire Wealth Management
Virginia
$92.4K 6,500 – –
EC
49
Elequin Capital
New York
$79.2K 5,568 +2,184 +65%
CA
50
CoreCap Advisors
Michigan
$48.1K 3,381 -975 -22%
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