ARDC

Are Dynamic Credit Allocation Fund
ARDC

Overview Fund Activity

49 hedge funds and large institutions have $99M invested in Are Dynamic Credit Allocation Fund in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
–
Holders Change %
0%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
18
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$1.38M
2
FIA
Foundations Investment Advisors
Arizona
+$1.12M
3
SAM
Secure Asset Management
Michigan
+$902K
4
Stifel Financial
Stifel Financial
Missouri
+$818K
5
Bank of America
Bank of America
North Carolina
+$489K

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$1.87M
2
First Trust Advisors
First Trust Advisors
Illinois
-$1.08M
3
Morgan Stanley
Morgan Stanley
New York
-$328K
4
HWAM
Hennion & Walsh Asset Management
New Jersey
-$318K
5
CIA
Capital Investment Advisors
Georgia
-$294K
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
26
Tyche Wealth Partners
Texas
$349K – – –
NA
27
NewEdge Advisors
Louisiana
$335K -$16.6K -1,100 -5%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$323K +$160K +10,589 +98%
CA
29
Cornerstone Advisors
North Carolina
$258K – – –
EGA
30
E&G Advisors
Texas
$253K – – –
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$253K +$45.1K +2,982 +22%
WJWM
32
Williams Jones Wealth Management
New York
$233K – – –
WAM
33
Worth Asset Management
Texas
$226K +$55.6K +3,682 +33%
WA
34
Waverly Advisors
Alabama
$188K +$188K +12,454 New
APW
35
Axim Planning & Wealth
Ohio
$154K +$154K +10,221 New
BRWA
36
B. Riley Wealth Advisors
Florida
$152K – – –
Neuberger Berman Group
37
Neuberger Berman Group
New York
$151K – – –
SWM
38
Spire Wealth Management
Virginia
$98.2K – – –
ACM
39
Anfield Capital Management
California
$86.5K – – –
CA
40
CoreCap Advisors
Michigan
$56.6K +$11.3K +749 +25%
WB
41
Webster Bank
Connecticut
$38.2K – – –
FFWM
42
Future Financial Wealth Management
Ohio
$19.6K – – –
MCM
43
MAI Capital Management
Ohio
$8.64K +$8.64K +572 New
KWAG
44
Kiely Wealth Advisory Group
North Carolina
$8.43K +$186 +12 +2%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$4.67K – – –
BWAM
46
Boyd Watterson Asset Management
Ohio
$4.16K – – –
EC
47
Elequin Capital
New York
$4.16K +$4.16K +275 New
WA
48
WPG Advisers
Maryland
$3.19K +$3.19K +211 New
AssetMark Inc
49
AssetMark Inc
California
$106 – – –
First Trust Advisors
50
First Trust Advisors
Illinois
– -$1.08M -70,374 Closed
1
2
3