ARDC

Are Dynamic Credit Allocation Fund
ARDC

Overview Fund Activity

48 hedge funds and large institutions have $93.8M invested in Are Dynamic Credit Allocation Fund in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
15
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$19.8M
2
SAM
2
Secure Asset Management
Michigan
$2.17M
3
GC
3
Guggenheim Capital
Illinois
$7.44M
4
Invesco
4
Invesco
Georgia
$3.22M
5
AAM
5
Advisors Asset Management
Colorado
$4.93M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$0
2
RJA
2
Raymond James & Associates
Florida
$640K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$626K
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$3.75M
5
Morgan Stanley
5
Morgan Stanley
New York
$5.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCG
51
Catalina Capital Group
California
– -$176K -12,400 Closed
TSMHT
52
Thurston Springer Miller Herd & Titak
Indiana
– -$93.6K -6,578 Closed
CWC
53
Carolinas Wealth Consulting
North Carolina
– -$23.8K -1,673 Closed
FFWM
54
Future Financial Wealth Management
Ohio
– -$18.5K -1,300 Closed
1 2
3