ARDC

Are Dynamic Credit Allocation Fund

52 hedge funds and large institutions have $98.2M invested in Are Dynamic Credit Allocation Fund in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$730K
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$669K
NAS
28
NWF Advisory Services
California
$554K
MMA
29
Miracle Mile Advisors
California
$494K
LPL Financial
30
LPL Financial
California
$477K
CWM
31
Cedar Wealth Management
California
$355K
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$324K
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$321K
NA
34
NewEdge Advisors
Louisiana
$287K
WAM
35
Wolverine Asset Management
Illinois
$273K
EGA
36
E&G Advisors
Texas
$236K
WJWM
37
Williams Jones Wealth Management
New York
$218K
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$194K
WA
39
Waverly Advisors
Alabama
$177K
Northern Trust
40
Northern Trust
Illinois
$148K
Neuberger Berman Group
41
Neuberger Berman Group
New York
$141K
ACM
42
Anfield Capital Management
California
$110K
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$107K
SWM
44
Spire Wealth Management
Virginia
$91.8K
CA
45
CoreCap Advisors
Michigan
$61.5K
EC
46
Elequin Capital
New York
$47.8K
WB
47
Webster Bank
Connecticut
$35.7K
FFWM
48
Future Financial Wealth Management
Ohio
$18.4K
TSMHT
49
Thurston Springer Miller Herd & Titak
Indiana
$9.06K
MCM
50
MAI Capital Management
Ohio
$8.07K