ARDC

Are Dynamic Credit Allocation Fund
ARDC

Overview Fund Activity

49 hedge funds and large institutions have $99M invested in Are Dynamic Credit Allocation Fund in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
–
Holders Change %
0%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
18
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$25.2M
2
FIA
2
Foundations Investment Advisors
Arizona
$5.96M
3
SAM
3
Secure Asset Management
Michigan
$2.84M
4
Stifel Financial
4
Stifel Financial
Missouri
$3.89M
5
Bank of America
5
Bank of America
North Carolina
$3.56M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$5.09M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$5.88M
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$3.35M
5
CIA
5
Capital Investment Advisors
Georgia
$3.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$25.2M +$1.38M +91,365 +6%
GC
2
Guggenheim Capital
Illinois
$7.78M +$49.9K +3,305 +0.6%
AAM
3
Advisors Asset Management
Colorado
$6.19M +$175K +11,567 +3%
FIA
4
Foundations Investment Advisors
Arizona
$5.96M +$1.12M +74,226 +23%
Morgan Stanley
5
Morgan Stanley
New York
$5.88M -$328K -21,732 -5%
Cohen & Steers
6
Cohen & Steers
New York
$5.09M -$1.87M -124,000 -27%
UAG
7
United Advisor Group
Ohio
$4.86M +$172K +11,384 +4%
Invesco
8
Invesco
Georgia
$4.35M +$223K +14,732 +5%
Stifel Financial
9
Stifel Financial
Missouri
$3.89M +$818K +54,135 +27%
Bank of America
10
Bank of America
North Carolina
$3.56M +$489K +32,356 +16%
HWAM
11
Hennion & Walsh Asset Management
New Jersey
$3.35M -$318K -21,046 -9%
CIA
12
Capital Investment Advisors
Georgia
$3.29M -$294K -19,443 -8%
HA
13
Huntleigh Advisors
Missouri
$2.94M +$2.94M +194,483 New
SAM
14
Secure Asset Management
Michigan
$2.84M +$902K +59,702 +47%
FFA
15
Farther Finance Advisors
California
$1.8M -$20.5K -1,356 -1%
NW
16
NewEdge Wealth
Pennsylvania
$1.61M +$262K +17,350 +20%
CWP
17
Curated Wealth Partners
California
$1.3M – – –
NFG
18
Nations Financial Group
Iowa
$1.13M -$3.02K -200 -0.3%
Raymond James Financial
19
Raymond James Financial
Florida
$1.07M +$1.07M +70,522 New
UBS Group
20
UBS Group
Switzerland
$871K -$70.2K -4,643 -7%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$742K +$21.2K +1,403 +3%
VEA
22
Virtus ETF Advisers
New York
$711K +$102K +6,769 +17%
Osaic Holdings
23
Osaic Holdings
Arizona
$576K -$63.3K -4,188 -10%
MMA
24
Miracle Mile Advisors
California
$529K – – –
LPL Financial
25
LPL Financial
California
$354K +$56.8K +3,758 +19%
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