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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$2.51M |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$2.28M |
| 3 |
RAM
Readystate Asset Management
Chicago,
Illinois
|
+$1.08M |
| 4 |
VIA
Virtus Investment Advisers
Hartford,
Connecticut
|
+$870K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$792K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$2.32M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.19M |
| 3 |
VEA
Virtus ETF Advisers
New York
|
-$711K |
| 4 |
TWP
Tyche Wealth Partners
Plano,
Texas
|
-$349K |
| 5 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$258K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWAM
51
Boyd Watterson Asset Management
Cleveland,
Ohio
| $3.88K | – | – | – |
|
52
AssetMark Inc
Concord,
California
| $99 | – | – | – |
|
|
VEA
53
Virtus ETF Advisers
New York
| – | -$711K | -47,060 | Closed |
|
|
TWP
54
Tyche Wealth Partners
Plano,
Texas
| – | -$349K | -23,109 | Closed |
|
|
CA
55
Cornerstone Advisors
Asheville,
North Carolina
| – | -$258K | -17,100 | Closed |
|
|
WAM
56
Worth Asset Management
Dallas,
Texas
| – | -$226K | -14,942 | Closed |
|
|
APW
57
Axim Planning & Wealth
Springboro,
Ohio
| – | -$154K | -10,221 | Closed |
|
58
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$4.67K | -309 | Closed |
|
|
WA
59
WPG Advisers
Baltimore,
Maryland
| – | -$3.19K | -211 | Closed |
|
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.