ARDC

Are Dynamic Credit Allocation Fund
ARDC

Overview Fund Activity

49 hedge funds and large institutions have $95.3M invested in Are Dynamic Credit Allocation Fund in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
14
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$24M
2
FFA
2
Farther Finance Advisors
California
$1.84M
3
AAM
3
Advisors Asset Management
Colorado
$6.09M
4
Invesco
4
Invesco
Georgia
$4.17M
5
FIA
5
Foundations Investment Advisors
Arizona
$4.89M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$1.08M
2
Cohen & Steers
2
Cohen & Steers
New York
$7.04M
3
Stifel Financial
3
Stifel Financial
Missouri
$3.11M
4
OC
4
Oppenheimer & Co
New York
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$355K -$12.2K -800 -3%
TWP
27
Tyche Wealth Partners
Texas
$353K – – –
LPL Financial
28
LPL Financial
California
$301K -$3.99K -261 -1%
CA
29
Cornerstone Advisors
North Carolina
$261K +$261K +17,100 New
EGA
30
E&G Advisors
Texas
$256K – – –
WJWM
31
Williams Jones Wealth Management
New York
$236K – – –
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$210K -$669K -43,812 -76%
9WM
33
9258 Wealth Management
Ohio
$192K +$1.44K +94 +0.8%
WAM
34
Worth Asset Management
Texas
$172K +$172K +11,260 New
SA
35
Sanctuary Advisors
Indiana
$165K -$229K -14,966 -58%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$165K +$165K +10,778 New
CP
37
Camelot Portfolios
Ohio
$159K – – –
BRWA
38
B. Riley Wealth Advisors
Florida
$154K – – –
Neuberger Berman Group
39
Neuberger Berman Group
New York
$153K – – –
SWM
40
Spire Wealth Management
Virginia
$99.3K – – –
ACM
41
Anfield Capital Management
California
$87.5K +$21.1K +1,381 +32%
CA
42
CoreCap Advisors
Michigan
$45.8K – – –
WB
43
Webster Bank
Connecticut
$38.7K – – –
FFWM
44
Future Financial Wealth Management
Ohio
$19.9K +$19.9K +1,300 New
KWAG
45
Kiely Wealth Advisory Group
North Carolina
$7.94K +$179 +12 +2%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$5K +$5K +327 New
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$4.72K – – –
BWAM
48
Boyd Watterson Asset Management
Ohio
$4.2K – – –
AssetMark Inc
49
AssetMark Inc
California
$107 – – –
OC
50
Oppenheimer & Co
New York
– -$949K -63,767 Closed
1
2
3