ARDC

Are Dynamic Credit Allocation Fund
ARDC

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+3
Holders Change %
+6.12%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
18
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
Advisornet Financial
Minnesota
+$2.39M
2
LCM
Landscape Capital Management
New Jersey
+$2.16M
3
RAM
Readystate Asset Management
Illinois
+$1.02M
4
VIA
Virtus Investment Advisers
Connecticut
+$827K
5
SFS
Shaker Financial Services
Virginia
+$753K

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$2.21M
2
GC
Guggenheim Capital
Illinois
-$1.13M
3
VEA
Virtus ETF Advisers
New York
-$711K
4
TWP
Tyche Wealth Partners
Texas
-$349K
5
CA
Cornerstone Advisors
North Carolina
-$258K
Name Holding Trade Value Shares
Change 		Shares
Change %
BWAM
51
Boyd Watterson Asset Management
Ohio
$3.88K – – –
AssetMark Inc
52
AssetMark Inc
California
$99 – – –
VEA
53
Virtus ETF Advisers
New York
– -$711K -47,060 Closed
TWP
54
Tyche Wealth Partners
Texas
– -$349K -23,109 Closed
CA
55
Cornerstone Advisors
North Carolina
– -$258K -17,100 Closed
WAM
56
Worth Asset Management
Texas
– -$226K -14,942 Closed
APW
57
Axim Planning & Wealth
Ohio
– -$154K -10,221 Closed
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
– -$4.67K -309 Closed
WA
59
WPG Advisers
Maryland
– -$3.19K -211 Closed
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