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ARDC

Are Dynamic Credit Allocation Fund
ARDC

59 hedge funds and large institutions have $102M invested in Are Dynamic Credit Allocation Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

13% more funds holding

Funds holding: 52 → 59 (+7)

6% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 17

4% more capital invested

Capital invested by funds: $98.2M → $102M (+$4.15M)

0.22% less ownership

Funds ownership: 30.35% → 30.13% (-0.22%)

Holders
59
Holders Change
+7
Holders Change %
+13.46%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
18
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AF
Advisornet Financial
Minnesota
+$910K
2
SFS
Shaker Financial Services
Virginia
+$739K
3
PAMP
Polar Asset Management Partners
Ontario, Canada
+$737K
4
WAM
Wolverine Asset Management
Illinois
+$661K
5
SIA
Sit Investment Associates
Minnesota
+$604K

Top Sellers

Rank Fund Capital Flow
1
FIA
Foundations Investment Advisors
Arizona
-$775K
2
GC
Guggenheim Capital
Illinois
-$707K
3
AAM
Advisors Asset Management
Colorado
-$442K
4
LCM
Landscape Capital Management
New Jersey
-$437K
5
Raymond James Financial
Raymond James Financial
Florida
-$304K
Name Holding Trade Value Shares
Change 		Change in
Stake
VIA
26
Virtus Investment Advisers
Connecticut
$729K -$101K -7,313 -12%
Raymond James Financial
27
Raymond James Financial
Florida
$679K -$304K -22,003 -32%
UBS Group
28
UBS Group
Switzerland
$658K -$111K -8,055 -15%
SIA
29
Sit Investment Associates
Minnesota
$621K +$604K +43,687 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$580K -$91K -6,588 -14%
NAS
31
NWF Advisory Services
California
$558K – – –
P
32
&Partners
Tennessee
$509K +$494K +35,792 New
MMA
33
Miracle Mile Advisors
California
$498K – – –
LPL Financial
34
LPL Financial
California
$486K +$5.33K +386 +1%
NFSG
35
Newbridge Financial Services Group
Florida
$434K +$422K +30,544 New
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$367K +$41.7K +3,019 +13%
CWM
37
Cedar Wealth Management
California
$287K -$68.5K -4,961 -20%
NA
38
NewEdge Advisors
Louisiana
$281K -$8.29K -600 -3%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$254K -$69.9K -5,062 -22%
EGA
40
E&G Advisors
Texas
$238K – – –
WJWM
41
Williams Jones Wealth Management
New York
$219K – – –
WA
42
Waverly Advisors
Alabama
$180K +$1.46K +106 +0.8%
APW
43
Axim Planning & Wealth
Ohio
$167K +$162K +11,755 New
HF
44
HRT Financial
New York
$147K +$144K +10,407 New
Neuberger Berman Group
45
Neuberger Berman Group
New York
$142K – – –
ACM
46
Anfield Capital Management
California
$116K +$5.18K +375 +5%
FDCDDQ
47
Federation des caisses Desjardins du Quebec
Quebec, Canada
$108K – – –
GA
48
GoalVest Advisory
New York
$99.5K +$96.7K +7,000 New
SWM
49
Spire Wealth Management
Virginia
$92.4K – – –
EC
50
Elequin Capital
New York
$79.2K +$30.2K +2,184 +65%
1
2
3

ARDC Hedge Fund Activity: Q2 2025 in Review

59 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Are Dynamic Credit Allocation Fund (ARDC) for Q2 2025, worth a combined $102M — up 4.2% from $98.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ARDC positions and 2 closed out — a net gain of 7 holders — while 18 added to existing stakes and 17 trimmed.

The largest buyer was Advisornet Financial, adding an estimated $910K. The largest seller was Foundations Investment Advisors, cutting an estimated $775K.

  • 59 institutional investors held Are Dynamic Credit Allocation Fund (ARDC) as of Q2 2025, up from 52 in Q1 2025.
  • Funds reported $102M of Are Dynamic Credit Allocation Fund stock for Q2 2025, up 4.2% quarter-over-quarter.
  • 9 funds opened new Are Dynamic Credit Allocation Fund positions in Q2 2025 and 2 closed out, a net change of +7 holders.
  • The largest Are Dynamic Credit Allocation Fund buyer in Q2 2025 was Advisornet Financial, an estimated $910K added.
  • The largest Are Dynamic Credit Allocation Fund seller in Q2 2025 was Foundations Investment Advisors, an estimated $775K sold.

Based on aggregated 13F filings for Q2 2025.