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ARDC

Are Dynamic Credit Allocation Fund
ARDC

65 hedge funds and large institutions have $102M invested in Are Dynamic Credit Allocation Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

35% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 17

10% more funds holding

Funds holding: 59 → 65 (+6)

0.35% more ownership

Funds ownership: 30.13% → 30.49% (+0.35%)

0% more capital invested

Capital invested by funds: $102M → $102M (+$72.7K)

Holders
65
Holders Change
+6
Holders Change %
+10.17%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
23
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$3.02M
2
Wells Fargo
Wells Fargo
California
+$1.54M
3
AF
Advisornet Financial
Minnesota
+$1.22M
4
NW
NewEdge Wealth
Pennsylvania
+$1.21M
5
VF
Virtu Financial
New York
+$809K

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$2.56M
2
Stifel Financial
Stifel Financial
Missouri
-$1.65M
3
SFS
Shaker Financial Services
Virginia
-$1.52M
4
Bank of America
Bank of America
North Carolina
-$918K
5
WAM
Wolverine Asset Management
Illinois
-$792K
Name Holding Trade Value Shares
Change 		Change in
Stake
Raymond James Financial
26
Raymond James Financial
Florida
$711K +$40.3K +2,781 +6%
UBS Group
27
UBS Group
Switzerland
$624K -$27.9K -1,926 -4%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$616K +$43.1K +2,978 +7%
LPL Financial
29
LPL Financial
California
$541K +$61.9K +4,272 +13%
RAM
30
Readystate Asset Management
Illinois
$526K -$767K -52,943 -59%
NAS
31
NWF Advisory Services
California
$480K -$73.9K -5,100 -13%
NFSG
32
Newbridge Financial Services Group
Florida
$408K -$22.2K -1,531 -5%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$405K +$158K +10,935 +61%
OC
34
Oppenheimer & Co
New York
$401K +$413K +28,515 New
Jane Street
35
Jane Street
New York
$392K +$404K +27,874 New
CWM
36
Cedar Wealth Management
California
$294K +$11K +761 +4%
NA
37
NewEdge Advisors
Louisiana
$286K +$8.69K +600 +3%
EGA
38
E&G Advisors
Texas
$234K -$1.45K -100 -0.6%
WJWM
39
Williams Jones Wealth Management
New York
$217K – – –
MMA
40
Miracle Mile Advisors
California
$211K -$290K -20,000 -57%
QFW
41
QTR Family Wealth
Florida
$204K +$210K +14,500 New
Balyasny Asset Management
42
Balyasny Asset Management
Illinois
$188K +$193K +13,347 New
WA
43
Waverly Advisors
Alabama
$180K +$1.53K +106 +0.8%
WAM
44
Wolverine Asset Management
Illinois
$175K -$792K -54,726 -81%
HF
45
HRT Financial
New York
$166K +$20.4K +1,406 +14%
Neuberger Berman Group
46
Neuberger Berman Group
New York
$141K – – –
ACM
47
Anfield Capital Management
California
$115K – – –
FDCDDQ
48
Federation des caisses Desjardins du Quebec
Quebec, Canada
$107K – – –
GA
49
GoalVest Advisory
New York
$98.5K – – –
SWM
50
Spire Wealth Management
Virginia
$91.5K – – –
1
2
3

ARDC Hedge Fund Activity: Q3 2025 in Review

65 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Are Dynamic Credit Allocation Fund (ARDC) for Q3 2025, worth a combined $102M — up 0.07% from $102M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ARDC positions and 7 closed out — a net gain of 6 holders — while 23 added to existing stakes and 17 trimmed.

The largest buyer was Janney Montgomery Scott, adding an estimated $3.02M. The largest seller was Cohen & Steers, exiting entirely with an estimated $2.56M sold.

  • 65 institutional investors held Are Dynamic Credit Allocation Fund (ARDC) as of Q3 2025, up from 59 in Q2 2025.
  • Funds reported $102M of Are Dynamic Credit Allocation Fund stock for Q3 2025, up 0.07% quarter-over-quarter.
  • 13 funds opened new Are Dynamic Credit Allocation Fund positions in Q3 2025 and 7 closed out, a net change of +6 holders.
  • The largest Are Dynamic Credit Allocation Fund buyer in Q3 2025 was Janney Montgomery Scott, an estimated $3.02M added.
  • The largest Are Dynamic Credit Allocation Fund seller in Q3 2025 was Cohen & Steers, an estimated $2.56M sold.

Based on aggregated 13F filings for Q3 2025.