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ARDC

Are Dynamic Credit Allocation Fund
ARDC

50 hedge funds and large institutions have $95.9M 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

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

2% more funds holding

Funds holding: 49 → 50 (+1)

2% more capital invested

Capital invested by funds: $94.4M → $95.9M (+$1.51M)

0.28% less ownership

Funds ownership: 27.67% → 27.39% (-0.28%)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

Holders
50
Holders Change
+1
Holders Change %
+2.04%
% of All Funds
0.72%
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

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$3.73M
2
FFA
Farther Finance Advisors
California
+$1.82M
3
AAM
Advisors Asset Management
Colorado
+$1.02M
4
Invesco
Invesco
Georgia
+$863K
5
FIA
Foundations Investment Advisors
Arizona
+$486K

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$2.09M
2
Cohen & Steers
Cohen & Steers
New York
-$2.02M
3
Stifel Financial
Stifel Financial
Missouri
-$1.48M
4
OC
Oppenheimer & Co
New York
-$949K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$789K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$416K +$14.3K +943 +4%
NA
27
NewEdge Advisors
Louisiana
$355K -$12.1K -800 -3%
TWP
28
Tyche Wealth Partners
Texas
$353K – – –
LPL Financial
29
LPL Financial
California
$301K -$3.96K -261 -1%
CA
30
Cornerstone Advisors
North Carolina
$261K +$259K +17,100 New
EGA
31
E&G Advisors
Texas
$256K – – –
WJWM
32
Williams Jones Wealth Management
New York
$236K – – –
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$210K -$664K -43,812 -76%
9WM
34
9258 Wealth Management
Ohio
$192K +$1.42K +94 +0.8%
WAM
35
Worth Asset Management
Texas
$172K +$171K +11,260 New
SA
36
Sanctuary Advisors
Indiana
$165K -$227K -14,966 -58%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$165K +$163K +10,778 New
CP
38
Camelot Portfolios
Ohio
$159K – – –
BRWA
39
B. Riley Wealth Advisors
Florida
$154K – – –
Neuberger Berman Group
40
Neuberger Berman Group
New York
$153K – – –
SWM
41
Spire Wealth Management
Virginia
$99.3K – – –
ACM
42
Anfield Capital Management
California
$87.5K +$20.9K +1,381 +32%
CA
43
CoreCap Advisors
Michigan
$45.8K – – –
WB
44
Webster Bank
Connecticut
$38.7K – – –
FFWM
45
Future Financial Wealth Management
Ohio
$19.9K +$19.7K +1,300 New
KWAG
46
Kiely Wealth Advisory Group
North Carolina
$7.94K +$182 +12 +2%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$5K +$4.96K +327 New
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$4.72K – – –
BWAM
49
Boyd Watterson Asset Management
Ohio
$4.2K – – –
AssetMark Inc
50
AssetMark Inc
California
$107 – – –
1
2
3

ARDC Hedge Fund Activity: Q3 2024 in Review

50 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Are Dynamic Credit Allocation Fund (ARDC) for Q3 2024, worth a combined $95.9M — up 1.6% from $94.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ARDC positions and 5 closed out — a net gain of 1 holder — while 14 added to existing stakes and 15 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.73M. The largest seller was First Trust Advisors, cutting an estimated $2.09M.

  • 50 institutional investors held Are Dynamic Credit Allocation Fund (ARDC) as of Q3 2024, up from 49 in Q2 2024.
  • Funds reported $95.9M of Are Dynamic Credit Allocation Fund stock for Q3 2024, up 1.6% quarter-over-quarter.
  • 6 funds opened new Are Dynamic Credit Allocation Fund positions in Q3 2024 and 5 closed out, a net change of +1 holder.
  • The largest Are Dynamic Credit Allocation Fund buyer in Q3 2024 was Wells Fargo, an estimated $3.73M added.
  • The largest Are Dynamic Credit Allocation Fund seller in Q3 2024 was First Trust Advisors, an estimated $2.09M sold.

Based on aggregated 13F filings for Q3 2024.