ARDC

Are Dynamic Credit Allocation Fund
ARDC

Overview Fund Activity

48 hedge funds and large institutions have $93.8M invested in Are Dynamic Credit Allocation Fund in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
15
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$19.8M
2
SAM
2
Secure Asset Management
Michigan
$2.17M
3
GC
3
Guggenheim Capital
Illinois
$7.44M
4
Invesco
4
Invesco
Georgia
$3.22M
5
AAM
5
Advisors Asset Management
Colorado
$4.93M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$0
2
RJA
2
Raymond James & Associates
Florida
$640K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$626K
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$3.75M
5
Morgan Stanley
5
Morgan Stanley
New York
$5.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMA
26
Miracle Mile Advisors
California
$521K – – –
WCMNY
27
Westchester Capital Management (New York)
New York
$428K -$53.8K -3,612 -11%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$392K -$19.7K -1,325 -5%
NA
29
NewEdge Advisors
Louisiana
$358K -$5.48K -368 -2%
SA
30
Sanctuary Advisors
Indiana
$357K +$357K +25,784 New
TWP
31
Tyche Wealth Partners
Texas
$344K +$344K +23,109 New
IWC
32
Integrated Wealth Concepts
Massachusetts
$332K -$68.1K -4,575 -17%
LPL Financial
33
LPL Financial
California
$297K -$53.3K -3,580 -15%
EGA
34
E&G Advisors
Texas
$249K – – –
WJWM
35
Williams Jones Wealth Management
New York
$230K – – –
9WM
36
9258 Wealth Management
Ohio
$186K +$1.44K +97 +0.8%
CP
37
Camelot Portfolios
Ohio
$155K – – –
BRWA
38
B. Riley Wealth Advisors
Florida
$150K +$150K +10,072 New
Neuberger Berman Group
39
Neuberger Berman Group
New York
$149K -$298K -20,000 -67%
JFG
40
Jefferies Financial Group
New York
$149K -$124K -8,341 -45%
SWM
41
Spire Wealth Management
Virginia
$96.8K – – –
ACM
42
Anfield Capital Management
California
$64.7K +$2.56K +172 +4%
CA
43
CoreCap Advisors
Michigan
$44.7K +$44.7K +3,000 New
WB
44
Webster Bank
Connecticut
$37.7K – – –
KWAG
45
Kiely Wealth Advisory Group
North Carolina
$7.59K +$7.59K +519 New
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$4.6K – – –
BWAM
47
Boyd Watterson Asset Management
Ohio
$4.1K +$4.1K +275 New
AssetMark Inc
48
AssetMark Inc
California
$104 – – –
SIA
49
Sit Investment Associates
Minnesota
– -$2.91M -204,499 Closed
Corient Private Wealth
50
Corient Private Wealth
Florida
– -$185K -13,014 Closed
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