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.

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 %
Wells Fargo
1
Wells Fargo
California
$24M +$3.76M +246,318 +19%
GC
2
Guggenheim Capital
Illinois
$7.81M +$177K +11,552 +2%
Cohen & Steers
3
Cohen & Steers
New York
$7.04M -$2.03M -133,000 -22%
Morgan Stanley
4
Morgan Stanley
New York
$6.28M +$162K +10,605 +3%
AAM
5
Advisors Asset Management
Colorado
$6.09M +$1.03M +67,550 +20%
FIA
6
Foundations Investment Advisors
Arizona
$4.89M +$490K +32,100 +11%
UAG
7
United Advisor Group
Ohio
$4.74M +$40.7K +2,665 +0.9%
Invesco
8
Invesco
Georgia
$4.17M +$870K +56,919 +26%
HWAM
9
Hennion & Walsh Asset Management
New Jersey
$3.71M -$138K -9,054 -4%
CIA
10
Capital Investment Advisors
Georgia
$3.63M -$64.8K -4,242 -2%
Stifel Financial
11
Stifel Financial
Missouri
$3.11M -$1.49M -97,610 -32%
Bank of America
12
Bank of America
North Carolina
$3.11M -$119K -7,819 -4%
SAM
13
Secure Asset Management
Michigan
$1.96M -$270K -17,653 -12%
FFA
14
Farther Finance Advisors
California
$1.84M +$1.84M +120,260 New
NW
15
NewEdge Wealth
Pennsylvania
$1.36M -$20.8K -1,364 -2%
CWP
16
Curated Wealth Partners
California
$1.32M – – –
NFG
17
Nations Financial Group
Iowa
$1.14M -$22.3K -1,458 -2%
First Trust Advisors
18
First Trust Advisors
Illinois
$1.08M -$2.11M -137,824 -66%
UBS Group
19
UBS Group
Switzerland
$951K -$7.79K -510 -0.8%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$728K +$132K +8,673 +22%
RJA
21
Raymond James & Associates
Florida
$683K +$26.1K +1,707 +4%
Osaic Holdings
22
Osaic Holdings
Arizona
$646K +$3.44K +225 +0.5%
VEA
23
Virtus ETF Advisers
New York
$616K -$282K -18,442 -31%
MMA
24
Miracle Mile Advisors
California
$535K – – –
RJFSA
25
Raymond James Financial Services Advisors
Florida
$416K +$14.4K +943 +4%
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