ARDC

Are Dynamic Credit Allocation Fund

50 hedge funds and large institutions have $96M invested in Are Dynamic Credit Allocation Fund in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+4
Holders Change %
+8.7%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
15
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$17.1M +$7.78M +566,055 +83%
Wells Fargo
2
Wells Fargo
California
$12.3M +$2.18M +158,262 +22%
Cohen & Steers
3
Cohen & Steers
New York
$8.84M -$68.8K -5,000 -0.8%
SIA
4
Sit Investment Associates
Minnesota
$6.61M -$98.6K -7,173 -1%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$5.25M -$101K -7,367 -2%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$4.48M -$171K -12,428 -4%
Stifel Financial
7
Stifel Financial
Missouri
$4.37M +$182K +13,217 +4%
AAM
8
Advisors Asset Management
Colorado
$3.69M -$347K -25,260 -9%
CIA
9
Capital Investment Advisors
Georgia
$3.57M +$29.3K +2,129 +0.8%
FIA
10
Foundations Investment Advisors
Arizona
$3.49M +$320K +23,819 +10%
GC
11
Guggenheim Capital
Illinois
$3.1M +$248K +18,021 +9%
First Trust Advisors
12
First Trust Advisors
Illinois
$2.66M -$212K -15,447 -7%
Bank of America
13
Bank of America
North Carolina
$2.62M +$660K +48,035 +34%
UBS Group
14
UBS Group
Switzerland
$2.16M -$608K -44,242 -22%
RJA
15
Raymond James & Associates
Florida
$1.77M +$616K +44,820 +53%
Invesco
16
Invesco
Georgia
$1.49M +$66.4K +4,829 +5%
OC
17
Oppenheimer & Co
New York
$1.43M -$23.4K -1,699 -2%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.39M -$677K -49,246 -33%
CWP
19
Curated Wealth Partners
California
$1.23M +$5.71K +415 +0.5%
NW
20
NewEdge Wealth
Pennsylvania
$1.16M +$1.16M +84,067 New
NFG
21
Nations Financial Group
Iowa
$1.03M -$7.87K -572 -0.8%
VEA
22
Virtus ETF Advisers
New York
$513K -$186K -13,500 -27%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$512K -$21.4K -1,558 -4%
MMA
24
Miracle Mile Advisors
California
$481K
WCMNY
25
Westchester Capital Management (New York)
New York
$444K