ARDC

Are Dynamic Credit Allocation Fund
ARDC

Overview Fund Activity

49 hedge funds and large institutions have $95.3M invested in Are Dynamic Credit Allocation Fund in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
14
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$24M
2
FFA
2
Farther Finance Advisors
California
$1.84M
3
AAM
3
Advisors Asset Management
Colorado
$6.09M
4
Invesco
4
Invesco
Georgia
$4.17M
5
FIA
5
Foundations Investment Advisors
Arizona
$4.89M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$1.08M
2
Cohen & Steers
2
Cohen & Steers
New York
$7.04M
3
Stifel Financial
3
Stifel Financial
Missouri
$3.11M
4
OC
4
Oppenheimer & Co
New York
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
– -$789K -53,002 Closed
WCMNY
52
Westchester Capital Management (New York)
New York
– -$428K -28,713 Closed
IWC
53
Integrated Wealth Concepts
Massachusetts
– -$332K -22,299 Closed
JFG
54
Jefferies Financial Group
New York
– -$149K -10,000 Closed
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