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ARDC

Are Dynamic Credit Allocation Fund

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

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: 4952 (+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)

Holders
52
Holders Change
+3
Holders Change %
+6.12%
% of All Funds
0.7%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$24M +$554K +37,302 +2%
GC
2
Guggenheim Capital
Illinois
$6.14M -$1.19M -79,861 -16%
AAM
3
Advisors Asset Management
Colorado
$5.74M -$52.4K -3,528 -0.9%
Morgan Stanley
4
Morgan Stanley
New York
$5.72M +$230K +15,481 +4%
FIA
5
Foundations Investment Advisors
Arizona
$5.72M +$210K +14,142 +4%
UAG
6
United Advisor Group
Ohio
$4.67M +$139K +9,361 +3%
Stifel Financial
7
Stifel Financial
Missouri
$4.06M +$451K +30,350 +12%
Invesco
8
Invesco
Georgia
$3.87M -$201K -13,555 -5%
Bank of America
9
Bank of America
North Carolina
$3.57M +$252K +16,976 +7%
CIA
10
Capital Investment Advisors
Georgia
$2.94M -$146K -9,824 -5%
HWAM
11
Hennion & Walsh Asset Management
New Jersey
$2.89M -$250K -16,842 -8%
HA
12
Huntleigh Advisors
Missouri
$2.82M +$76.2K +5,130 +3%
SAM
13
Secure Asset Management
Michigan
$2.74M +$91.5K +6,158 +3%
Cohen & Steers
14
Cohen & Steers
New York
$2.54M -$2.32M -156,481 -46%
AF
15
Advisornet Financial
Minnesota
$2.39M +$2.51M +169,280 New
LCM
16
Landscape Capital Management
New Jersey
$2.16M +$2.28M +153,322 New
FFA
17
Farther Finance Advisors
California
$1.75M +$85.1K +5,730 +5%
NW
18
NewEdge Wealth
Pennsylvania
$1.71M +$224K +15,100 +14%
CWP
19
Curated Wealth Partners
California
$1.21M -$10.2K -685 -0.8%
NFG
20
Nations Financial Group
Iowa
$1.03M -$24.3K -1,636 -2%
RAM
21
Readystate Asset Management
Illinois
$1.02M +$1.08M +72,422 New
Raymond James Financial
22
Raymond James Financial
Florida
$985K -$11.4K -765 -1%
VIA
23
Virtus Investment Advisers
Connecticut
$827K +$870K +58,573 New
UBS Group
24
UBS Group
Switzerland
$767K -$48.7K -3,277 -6%
SFS
25
Shaker Financial Services
Virginia
$753K +$792K +53,298 New

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.