ARDC

Are Dynamic Credit Allocation Fund
ARDC

Overview Fund Activity

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
+3
Holders Change %
+6.12%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
18
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
Advisornet Financial
Minnesota
+$2.39M
2
LCM
Landscape Capital Management
New Jersey
+$2.16M
3
RAM
Readystate Asset Management
Illinois
+$1.02M
4
VIA
Virtus Investment Advisers
Connecticut
+$827K
5
SFS
Shaker Financial Services
Virginia
+$753K

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$2.21M
2
GC
Guggenheim Capital
Illinois
-$1.13M
3
VEA
Virtus ETF Advisers
New York
-$711K
4
TWP
Tyche Wealth Partners
Texas
-$349K
5
CA
Cornerstone Advisors
North Carolina
-$258K
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$730K +$192K +13,628 +36%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$669K -$23.6K -1,671 -3%
NAS
28
NWF Advisory Services
California
$554K +$554K +39,250 New
MMA
29
Miracle Mile Advisors
California
$494K – – –
LPL Financial
30
LPL Financial
California
$477K +$146K +10,346 +44%
CWM
31
Cedar Wealth Management
California
$355K +$355K +25,127 New
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$324K +$87.4K +6,188 +37%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$321K +$19.7K +1,400 +7%
NA
34
NewEdge Advisors
Louisiana
$287K -$25.4K -1,800 -8%
WAM
35
Wolverine Asset Management
Illinois
$273K +$273K +19,337 New
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 +$194K +13,710 New
WA
39
Waverly Advisors
Alabama
$177K +$1.41K +100 +0.8%
Northern Trust
40
Northern Trust
Illinois
$148K +$148K +10,500 New
Neuberger Berman Group
41
Neuberger Berman Group
New York
$141K – – –
ACM
42
Anfield Capital Management
California
$110K +$28.9K +2,047 +36%
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$107K +$107K +7,600 New
SWM
44
Spire Wealth Management
Virginia
$91.8K – – –
CA
45
CoreCap Advisors
Michigan
$61.5K +$8.57K +607 +16%
EC
46
Elequin Capital
New York
$47.8K +$43.9K +3,109 +1,131%
WB
47
Webster Bank
Connecticut
$35.7K – – –
FFWM
48
Future Financial Wealth Management
Ohio
$18.4K – – –
TSMHT
49
Thurston Springer Miller Herd & Titak
Indiana
$9.07K +$9.07K +642 New
MCM
50
MAI Capital Management
Ohio
$8.07K – – –
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