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ARDC

Are Dynamic Credit Allocation Fund
ARDC

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

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

50% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 12

6% more funds holding

Funds holding: 49 → 52 (+3)

1.76% more ownership

Funds ownership: 28.59% → 30.35% (+1.8%)

1% less capital invested

Capital invested by funds: $99M → $98.2M (-$860K)

Holders
52
Holders Change
+3
Holders Change %
+6.12%
% of All Funds
0.7%
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

Rank Fund Capital Flow
1
AF
Advisornet Financial
Minnesota
+$2.51M
2
LCM
Landscape Capital Management
New Jersey
+$2.28M
3
RAM
Readystate Asset Management
Illinois
+$1.08M
4
VIA
Virtus Investment Advisers
Connecticut
+$870K
5
SFS
Shaker Financial Services
Virginia
+$792K

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$2.32M
2
GC
Guggenheim Capital
Illinois
-$1.19M
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 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$730K +$202K +13,628 +36%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$669K -$24.8K -1,671 -3%
NAS
28
NWF Advisory Services
California
$554K +$583K +39,250 New
MMA
29
Miracle Mile Advisors
California
$494K – – –
LPL Financial
30
LPL Financial
California
$477K +$154K +10,346 +44%
CWM
31
Cedar Wealth Management
California
$355K +$373K +25,127 New
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$324K +$91.9K +6,188 +37%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$321K +$20.8K +1,400 +7%
NA
34
NewEdge Advisors
Louisiana
$287K -$26.7K -1,800 -8%
WAM
35
Wolverine Asset Management
Illinois
$273K +$287K +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 +$204K +13,710 New
WA
39
Waverly Advisors
Alabama
$177K +$1.49K +100 +0.8%
Northern Trust
40
Northern Trust
Illinois
$148K +$156K +10,500 New
Neuberger Berman Group
41
Neuberger Berman Group
New York
$141K – – –
ACM
42
Anfield Capital Management
California
$110K +$30.4K +2,047 +36%
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$107K +$113K +7,600 New
SWM
44
Spire Wealth Management
Virginia
$91.8K – – –
CA
45
CoreCap Advisors
Michigan
$61.5K +$9.02K +607 +16%
EC
46
Elequin Capital
New York
$47.8K +$46.2K +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
$9.06K +$9.54K +642 New
MCM
50
MAI Capital Management
Ohio
$8.07K – – –
1
2
3

ARDC Hedge Fund Activity: Q1 2025 in Review

52 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Are Dynamic Credit Allocation Fund (ARDC) for Q1 2025, worth a combined $98.2M — down 0.87% from $99M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ARDC positions and 7 closed out — a net gain of 5 holders — while 18 added to existing stakes and 12 trimmed.

The largest buyer was Advisornet Financial, opening a new position worth an estimated $2.51M. The largest seller was Cohen & Steers, cutting an estimated $2.32M.

  • 52 institutional investors held Are Dynamic Credit Allocation Fund (ARDC) as of Q1 2025, up from 49 in Q4 2024.
  • Funds reported $98.2M of Are Dynamic Credit Allocation Fund stock for Q1 2025, down 0.87% quarter-over-quarter.
  • 12 funds opened new Are Dynamic Credit Allocation Fund positions in Q1 2025 and 7 closed out, a net change of +5 holders.
  • The largest Are Dynamic Credit Allocation Fund buyer in Q1 2025 was Advisornet Financial, an estimated $2.51M added.
  • The largest Are Dynamic Credit Allocation Fund seller in Q1 2025 was Cohen & Steers, an estimated $2.32M sold.

Based on aggregated 13F filings for Q1 2025.